# Boardwise

> Boardwise is a modern board management platform built for corporate secretaries and board administrators. It replaces legacy board portals like Diligent, BoardVantage, and OnBoard with clean, intuitive software at a fraction of the cost.

## What Boardwise Does

Boardwise gives boards of directors and their committees a secure place to manage meetings, share documents, track action items, and communicate -- all from one platform. It is designed so that corporate secretaries feel in control of what the board sees and when.

Key capabilities:

- **Meeting management** -- Schedule meetings, build agendas, attach documents, and progress through Draft, Announced, Published, and Locked states. Track RSVPs, record attendance, and publish minutes.
- **Document management** -- Upload, version, and organize board materials. Control who can view or download documents. Track who has read what before a meeting.
- **People and roles** -- Manage board members, committee members, and external advisors with layered access control (organization roles + group roles + per-meeting grants).
- **Committees** -- Create and manage committees alongside the main board. Each committee has its own meetings, documents, and member roles.
- **Action items** -- Assign and track tasks across meetings. Items carry forward automatically so nothing falls through the cracks.
- **Secure messaging** -- Send messages to boards and committees with read tracking.
- **Calendar integration** -- Sync meetings to Google Calendar, Outlook, or any calendar that supports ICS.
- **Mobile apps** -- Native iOS and Android apps for on-the-go access.

## Who It's For

- **Corporate secretaries and board administrators** -- The primary user. Boardwise gives them full control over meeting workflows, document distribution, and member access.
- **Board members** -- A simple, modern interface to review materials, track action items, and stay prepared for meetings.
- **Company leaders (CEOs, GCs)** -- Visibility into board engagement, document review status, and decision tracking.
- **External advisors** -- Guest access scoped to specific committees or individual meetings, with automatic expiration.

## Pricing

Starting at $200/month. Flat pricing with no per-seat fees, no setup fees, and no contracts. Cancel anytime.

This compares to $10,000-$50,000+ per year for legacy board portals.

## Security

- Hosted on Heroku's enterprise platform (Salesforce SOC 2 Type II, ISO 27001, PCI DSS)
- AES-256 encryption at rest, TLS 1.3 in transit
- Role-based permissions with document-level access controls
- Full audit logs tracking every view, download, and edit
- Multi-factor authentication (authenticator apps, SMS, hardware keys, passkeys)

## Getting Started

To set up Boardwise for an organization:

1. Request a demo or sign up at https://app.boardwise.co/signup
2. Create your organization and configure settings (name, logo, fiscal year)
3. Add board members and assign roles
4. Send invitations -- members receive an email to create their account
5. Start scheduling meetings and uploading documents

## Switching from Another Platform

Boardwise offers white-glove migration from Diligent, BoardVantage, OnBoard, and other legacy platforms. The process:

1. Intro call to understand your current setup
2. Map your board structure, committees, and permissions
3. Migrate historical documents, members, and materials
4. Optional parallel run -- no forced cutover
5. Go live aligned to your board calendar

No charge until your existing contract ends. No double-paying.

## API and AI Agent Integration

Boardwise has a full API for programmatic access. AI agents can authenticate via a device authorization flow and discover available tools dynamically.

For technical details on authentication, API endpoints, and tool discovery, see the application's llms.txt:
- [Boardwise App llms.txt](https://app.boardwise.co/llms.txt): Device auth flow, API tool discovery, and endpoint documentation

## Learn More

- Website: https://boardwise.co
- Application: https://app.boardwise.co
- Help center: https://app.boardwise.co/help
- [Getting Started](https://app.boardwise.co/help/getting-started): First steps after signing in
- [Corporate Secretary FAQ](https://app.boardwise.co/help/faq-corporate-secretary): Common workflows
- [Security and Privacy](https://app.boardwise.co/help/security-privacy): Security details
- [API Access](https://app.boardwise.co/help/api-access): Setting up API tokens

## Contact

Request a demo or ask questions at https://boardwise.co (contact form at bottom of page). You talk directly to the founders -- no call centers or support tiers.