Nasdaq Boardvantage partners with Asset Management firms worldwide for a more effective way of information sharing, meetings, and collaboration.
Nasdaq's board portal is used by boards and leadership teams across investment, operational, and compliance committees to improve collaboration and automate meeting management.
Efficient Meeting Management
Create single or multi-day meetings in seconds — add details, attach files, track board member attendance and initiate remote meetings.
Improved Document Management
A consolidated view of files and projects. Configure content retention settings to align with your governance policies. Robust search function allows users to easily locate information.
Easy Collaboration Between Members
Add comments, private or shared notes to a document and tag specific users or groups. Tracking versions makes it easy to know when a change was made and by whom.
Follow a best-practice workflow for meeting management, operations and collaboration. Streamline all elements — before, during and after board meetings.
Nasdaq Boardvantage is designed with end-to-end security features and processes. It’s protected by a 24/7 security operations team, as well as a dedicated information security team of uniquely qualified experts.
Annual Questionnaires & Evaluations
Quickly build and distribute Board and Committee Evaluations, Conflict of Interest, annual Director/Trustee Questionnaires and other compliance questionnaires with Nasdaq + CBE technology.
Which Kind Of Board Are You On?
Improve fund board meetings and operations through better internal permissions and information control, including a searchable archive and system of record for documents and approvals. Digitize fund board meetings and workflows including material distribution, meeting minutes, attendance, votes & approvals, eSignatures and more. Utilize turnkey, electronic solutions for 15(c), annual board questionnaires and self-assessments.
Investment Managers — Boards & Committees
Make board and committee processes paperless and reduce meeting preparation from hours to minutes with Nasdaq's award-winning enterprise software, Nasdaq Boardvantage. Communicate, share files, and automate meeting management within a board portal with customer-configurable security features. Nasdaq Boardvantage helps to streamline board, committee, and leadership meetings to allow for better conversations and greater output and improves the workflow for administrators, directors, and executives.
Explore Our Board Portal
- Easy Login Facial recognition, TouchID® or pincodes with multiple authentication options
- Change Companies Perfect for power directors on multiple boards
- Digital Agenda A simple tool to navigate complicated meeting workflows
- Annotations Add notes, highlight, draw, and drop pins on documents
- Signatures Sign documents, track status and notify users of pending signatures
- Dashboard Meetings, calendars, files - see your content in one single view
- Approvals Single-click approvals for consents, budgets, minutes, and more
A Multi-Board Governance Solution Built For Your Firm
Consolidate your governance practices to ensure key stakeholders and committees are always on the same page.
Streamline Compliance Processes
Manage information and document sharing between leadership teams and board members.
Easily manage meetings, create interactive agendas, make edits and sync changes and annotations offline.
Driving Governance Excellence for Asset Management Firms Worldwide
OF THE 10 LARGEST MONEY MANAGERS
ORGANIZATIONS, INCLUDING OVER 50% OF THE FORTUNE 100
Request A Demo
Multiple fund board administration can be complex. Streamline meeting management, information sharing, and coordination between fund administrators, subadvisors, and stakeholders with the help of Nasdaq Boardvantage.