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Boardfolio is Tricor’s secure, easy-to-use digital board portal that manages the full lifecycle of board and committee meetings. It is a secure and centralized repository of all materials pertaining to meetings and board processes, offering security, efficiency and seamless collaboration between board members, management and administrators.
By digitizing the meeting process, the preparation is quick and easy. Files are uploaded directly to Boardfolio, saving time collating and printing bulky meeting packs. Alerts and updates are sent from the platform, without added stress. No more chasing content. No last minute emailing of the meeting agenda. Paper-free!
Meeting agendas, minutes (past and present), pending priorities and high-level documents are accessed by the board around-the-clock. They can sign resolutions with a digital signature wherever they have internet access.
Each board member has a dashboard displaying pending actions and priorities. Notifications and in-built chat improves communications, encouraging them to stay on top of their tasks and accelerating decision-making.
With instant access to minutes from all past meetings and the latest documents, busy board members can get up-to-date quickly. Boardfolio enables them to prepare better for meetings with all information and recent chats in one place. They look professional during physical meetings, finding documents easily on their devices.
Board members who sit on multiple boards or committees can access all their meeting information with a single login. Less confusion. Say goodbye to the mad search through emails for documents. It’s all in Boardfolio, just one click away.
All sensitive board-level information is stored in a central, secure place, not across random servers or in second-rate cloud storage. Data is encrypted when store, managed, and shared. Access rights are tailored to individuals’ roles. Printouts won’t be left lying around. Emails won’t go astray.
Simplify and digitize your entire board operations with Tricor’s Boardfolio. a board portal that makes board administration more efficient and effective on a secure platform that the board members can access in real-time.
Designed to transform board meetings for Board Members and Chairpersons
View virtual board packs and interact with board members of multiple boards and committees in one place with a single sign-on.
Access meetings, minutes and agendas from multiple boards with a single login
View priorities and pending tasks at a glance on a personalized dashboard
Receive notifications to view the latest versions of documents and spreadsheets
Easily mark-up, approve and sign resolutions online, anywhere, anytime
Increase collaboration with in-built chat features, private “one-to-one” or “one-to-many”
Member profiles contain contact details with the handy “click to call/contact” feature
Stay in control or catch-up quickly in physical board meetings, never skipping a beat
Smooth viewing technology (zooms, pans, scrolling), simple navigation, double-page layouts
Simple board meetings management for Company Secretaries and Administrators
Tricor is the largest corporate secretarial services provider in Asia, with over 20 years of experience, we know what board members need. Take the next necessary digital step with Boardfolio.
Boardfolio provides administrators with a single place to manage meetings across committees and teams in real-time
Compile virtual board packs, build agendas, link files, take minutes and archive records, all in one place
No need to manually prepare, print or distribute bulky board packs, it’s all virtual
Send alerts, reminders and updates to members with a simple click
Manage tasks based on board members’ roles and responsibilities
Track objectives and assign post-meeting action items to improve efficiency and coordination
Grant board members access to certain data and documents with easy-to-configure permissions
Board members can freely access information independently and around-the-clock
Digitizing board management adds security benefits
Sensitive board papers will never wind up in the wrong hands when you use Boardfolio to manage board documents and materials.
A centralized platform where all data is stored, managed and shared securely
Never fear emailing sensitive documents to the wrong person by mistake
Board members never need to print out hard copy documents that could end up in the wrong hands
Avoid risk exposure from random cloud storage solutions used by board members
Use of proprietary multi-layered advanced encryption for all data, in transit and at rest
Our data centers are ISO 27001:2013 certified, the gold standard for information security
Highly robust and secure hosting infrastructure in the EU
GDPR compliant
Works on all devices to suit all board members
Boardfolio is optimized for desktops, tablets and smartphones, compatible with Chrome, Firefox, Safari and Microsoft Edge (Chromium) web browsers across Windows, macOS, iOS, iPadOS, and Android.
Unlimited Data
Supports unlimited data domiciled in The Netherlands for strong data protection.
Unlimited Training
Your subscription includes unlimited local and virtual one-to-one training sessions for your administrators. Help Guides are embedded throughout the app for all users.
First-class support
When you need help, our team of product experts are just a call or an email away. 24 hours a day, 7 days a week.
Check out Tricor's Best Practice Checklist for Board Meetings in the New Normal
Check out Tricor's Best Practice Checklist for Board Meetings in the New Normal (Part 3 – After The Board Meeting)
Check out Tricor's Best Practice Checklist for Board Meetings in the New Normal (Part 2 – During The Board Meeting).
Tricor Group is pleased to announce the completion of the strategic investment in Praxonomy, a technology company specializing in providing a platform for boards and executives to manage their agendas, documents, and priorities through cloud-based board management software. The transaction enhances Tricor’s digital capabilities in corporate governance and virtual board meetings.
Read the full press release here: https://www.tricorglobal.com/news-and-events/tricor-completes-a-strategic-investment-in-praxonomy-to-enhance-digital-capabilities-in-corporate-governance-and-virtual-board-meetings
Unit 1501-1502
15/F Manulife Place
348 Kwun Tong Road
Kowloon, Hong Kong SAR
(852) 2980 1888
(852) 2861 0285
info@hk.tricorglobal.com