Funds

Leading fund management firms have adopted BoardVantage because the system improves the productivity of the administrators while increasing visibility for directors and third parties. The portal is straightforward to use and security was designed to meet or exceed the standards of IT departments in global financial institutions. BoardVantage is also economically attractive: the paperless boardroom saves tens of thousands of dollars on unnecessary printing costs within a few months of adoption.

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Benefits for Directors and Third Parties

• Online access to materials is immediate, regardless of physical location
• Download materials in a secure offline repository for travel
• Scan the agenda at a high level or drill down for details
• Make notes and highlight pages with industry-leading annotation
• BoardVantage does not track director usage or have access to customer content

Benefits for the Corporate Secretary Office

• Secure Channel—Deliver confidential communication in a timely manner
• Productivity—Streamline boardbook prep with tailored workflows
• Responsiveness—Respond instantly to last minute changes
• Centralization—Maintain a single electronic record for current and archival documents
• Cost Savings—Eliminate annual printing costs for board books
• Desktop integration—Seamless integration with Microsoft Office
• Auto-conversion—Automated conversion of documents to secure proprietary viewer
• Auto-update—Support for last minute changes with a single click
• Auto-collation—Indexing and assembling of multiple disparate documents