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Aprio Board Portal from Aprio
Secure board management platform with document sharing, annotation tools, voting capabilities, and compliance features. Includes pension fund governance templates, regulatory tracking, and secure messaging with comprehensive audit capabilities.
Product analysis by function
Secure Board Communication Tools for Compliance and Governance
Encrypted communication and document sharing platforms designed specifically for sensitive board materials, enabling secure collaboration and decision-making among trustees and committee members.
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Core Security Features
(11 Yes /11 Known /14 Possible features)
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End-to-End Encryption All communications and files are encrypted from sender to recipient, preventing access by intermediaries. |
Aprio uses bank-grade encryption and secure channels for all communications and file sharing, indicating end-to-end encryption. | |
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Granular Access Controls Administrators can define precisely who is allowed to see or edit each document or communication. |
Administrators can manage role-based access for board documents, supporting granular access controls. Supported by vendor documentation. | |
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Multi-Factor Authentication Requires more than one method of authentication from users, enhancing account security. |
Multi-factor authentication supported as per Aprio security page. | |
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Integration with Enterprise Directories Supports integration with existing LDAP/Active Directory for centralized identity management. |
Integration with enterprise directories like Active Directory/LDAP is listed in product integration capabilities. | |
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Encryption Key Management Secure, role-based control over cryptographic keys, possibly with support for customer-managed keys. |
Encryption key management offered, with segregation for each client according to product's security overview. | |
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Data Loss Prevention Prevents accidental or intentional sharing of sensitive information outside the permitted environment. |
Features include settings that help prevent data loss and the sharing of confidential items outside the Aprio portal. | |
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Automated Session Timeout Automatically logs users out after a period of inactivity to prevent unauthorized access. |
No information available | |
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Secure Messaging Encryption and security controls for instant messaging within the platform. |
Secure messaging and communications are offered within the portal, with encryption in transit and at rest. | |
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Content Watermarking Digital watermarks on documents to deter leaks and trace unauthorized disclosures. |
No information available | |
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Compliance Logging/Audit Trails Detailed, tamper-proof recording of all user activity for auditing and regulatory purposes. |
Comprehensive and tamper-proof activity and audit logs are a documented compliance feature. | |
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Data at Rest Encryption Ensures all stored data is encrypted on the server. |
Aprio encrypts all data at rest as part of their security standards. | |
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File Expiration & Recall Ability to set expiration dates on files or recall shared documents. |
File expiration and recall features are mentioned for ensuring temporary file access. | |
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Disaster Recovery & Backup Enables recovery of all data and communications in the event of a system failure. |
Disaster recovery and backup are included under their security and compliance guarantee. | |
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Mobile Device Management (MDM) Compatibility Supports MDM for secure access from mobile devices and the ability to remotely wipe data. |
No information available |
Compliance and Governance
(10 Yes /10 Known /14 Possible features)
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Regulatory Compliance Certification Product is certified or independently audited for compliance with relevant standards (e.g., GDPR, ISO/IEC 27001). |
Aprio states compliance with multiple regional regulations and lists certifications (e.g., ISO/IEC 27001, SOC 2). | |
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Retention Policy Management Supports configuration of document and message retention periods to comply with legal requirements. |
Retention policy management is available for document governance as part of compliance tools. | |
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Consent Management Tracks and manages user consent for processing personal data. |
No information available | |
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eDiscovery & Legal Hold Allows rapid collection and preservation of relevant communications for legal purposes. |
eDiscovery and legal hold capabilities are referenced for compliance and legal requirements. | |
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Automated Policy Enforcement Applies configurable governance policies automatically across the platform. |
Automated policy enforcement mentioned as an option for consistent implementation of rules. | |
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Board e-Signature Capabilities Enables legally binding digital signatures for approvals and resolutions. |
Digital signatures for board resolutions are fully supported, ensuring legal compliance. | |
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Version Control Tracks changes to documents and maintains a full history for auditability. |
Version control, with full document history, is included for tracking all changes. | |
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Customizable Approval Workflows Defines and automates board paper and document approval processes. |
Customizable and automated approval workflows are offered for governance processes. | |
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Geo-Fencing Controls Restricts data access based on user location to meet jurisdictional/legal requirements. |
No information available | |
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Accessibility Compliance Ensures platform is accessible and meets standards (e.g., WCAG 2.1) for diverse board members. |
No information available | |
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Role-Based Permissions Defines access rights according to trust and committee member roles. |
Role-based permissions configurable for different board and committee roles. | |
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Integrated Compliance Training Provides reminders, tracking, and content related to required regulatory training. |
Compliance training reminders and modules available in product documentation. | |
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Customizable Audit Reports Generates detailed downloadable reports for compliance and oversight. |
Customizable downloadable audit reports available for compliance and oversight. | |
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Conflict of Interest Declarations Tracks and manages declarations for transparency in decision making. |
No information available |
Document Management
(11 Yes /11 Known /13 Possible features)
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Secure File Sharing Enables sharing of sensitive documents among authorized board members only. |
Documents can only be securely shared with authorized, permissioned users. | |
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Document Indexing & Search Allows quick location of documents using metadata, keywords, or full text search. |
Metadata-based indexing and full-text document search supported. | |
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Board Pack Compilation Automated tools to create, distribute, and update board meeting packs. |
Board pack creation, distribution, and updating are core Aprio functions. | |
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Annotation & Notes Enables board members to add private or shared notes to documents. |
Annotations and private/shared notes are available for board documents. | |
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Offline Access Allows authorized users to download and securely view documents offline. |
Offline access features are provided for board members traveling or with poor connectivity. | |
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Document Tagging and Categorization Organizes files with customizable tags/categories for easy retrieval. |
Document tagging and categorization are available for organization and retrieval. | |
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Bulk Upload & Download Supports efficient upload or retrieval of multiple documents at once. |
Bulk upload and download supported for efficient document management. | |
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Collaborative Editing Allows multiple board members to work simultaneously on draft documents. |
Collaborative editing is available for draft and working documents. | |
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Redaction Tools Built-in tools for hiding sensitive information within documents. |
No information available | |
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Automated Document Expiry Files and links automatically expire based on retention settings. |
Automated document expiry settings are part of document lifecycle management. | |
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Secure Document Printing Control Restricts or tracks who can print sensitive board documents. |
No information available | |
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Import/Export Integration Easily import documents from, or export to, other systems (e.g., DMS, cloud storage). |
Import/export integration with DMS and cloud storage is present in integration features. | |
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Template Library Repository of reusable, compliant document templates. |
A template library is available for board governance and compliance documents. |
Meeting Management
(10 Yes /10 Known /13 Possible features)
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Integrated Video Conferencing Secure video meeting platform embedded within the communication tool. |
Integrated secure video conferencing supported within platform or via integration. | |
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Agenda Builder Tool to create and distribute meeting agendas, linked to supporting documents. |
Agenda builder for meetings, including linking to relevant documents, is a highly advertised feature. | |
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Calendar Integration Synchronizes with external calendars (e.g., Outlook, Google Calendar) for meeting invitations. |
Outlook and Google calendar integration for meeting synchronization is supported. | |
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Attendance Tracking Records and reports on meeting attendance for governance and regulation. |
Attendance tracking and reporting are available features for auditing purposes. | |
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Voting & Resolution Recording Secures and records electronic voting for decisions and resolutions. |
Voting and resolution management are core board governance features supported by Aprio. | |
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Minutes Automation Assists with real-time or post-meeting minutes transcription and distribution. |
Meeting minutes can be automated and distributed through the tool. | |
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Live Collaboration Tools Shared workspace for notes, whiteboards, and brainstorming during meetings. |
Live collaboration tools are referenced in meetings for notetaking and brainstorming. | |
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Quorum Detection Automated monitoring of participant presence to ensure quorum is met. |
Quorum monitoring is supported by participant tracking in meeting module. | |
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Confidential Breakout Rooms Enables private, secure sub-meetings for committees or sensitive topics. |
No information available | |
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Notification & Reminder System Automated reminders for meetings, tasks, or document reviews. |
Automated notifications and reminders are configurable for meetings, document reviews, and tasks. | |
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Agenda Time Tracking Tracks actual time spent on each agenda item for governance and efficiency. |
No information available | |
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Integrated Conflict of Interest Checks Flags conflicts in real-time before and during meetings. |
No information available | |
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Secure Meeting Recording Encrypted meeting recordings stored securely for future reference. |
Secure meeting recording with encrypted storage available for compliance. |
User Experience & Accessibility
(8 Yes /8 Known /10 Possible features)
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Intuitive User Interface Designed for easy, distraction-free navigation and usability. |
Product is branded as intuitive with positive reviews highlighting ease of navigation. | |
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Multi-Language Support Interfaces and documentation available in multiple languages. |
Multi-language support for UI and documents is advertised on international versions of Aprio site. | |
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Screen Reader Compatibility Optimized for screen readers and assistive technologies. |
No information available | |
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Responsive Web and Mobile Apps Accessible on desktops, tablets, and mobile devices with a consistent experience. |
Available on responsive web, Apple, and Android apps for board members. | |
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Customizable Dashboards Users can personalize their dashboard for quick access to key features. |
Customizable dashboards can be configured per user preference. | |
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Guided Onboarding & Tutorials Step-by-step training for new users to accelerate adoption. |
Onboarding flows and tutorial aids are present for guided new user setup. | |
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Custom Notifications Preferences Allows board members to set preferences for alerts and communications. |
No information available | |
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Quick Search Functionality Global search bar to quickly find documents, messages, or contacts. |
Quick search via a global bar is documented for both documents and contacts. | |
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Custom Branding Options Supports pension fund or board-specific branding and color schemes. |
Custom branding options are supported for board or pension fund identity. | |
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Help Desk & Live Support Integration Access to real-time assistance within the platform. |
Helpdesk and in-app live support are mentioned on the Aprio support site. |
Collaboration and Communication
(8 Yes /8 Known /10 Possible features)
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Secure Chat End-to-end encrypted instant messaging between users and groups. |
Secure chat (secure instant messaging) is available between users and groups. | |
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Threaded Discussions Discussion threads linked to specific agenda items or documents. |
Threaded discussions linked to documents and agenda items are supported. | |
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Real-Time Presence Monitoring Shows who is online or available for communication. |
Presence indicators show which users are active/online. | |
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Direct Messaging Private one-to-one communications between trustees or committees. |
Direct messaging between individuals is a standard feature. | |
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Group Channels Secure, role-based channels for specific teams or projects. |
Role-based group channels for teams/projects are supported. | |
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Announcement/Broadcast Capability Send urgent or official messages to all users or defined groups. |
Broadcast/announcement to users or groups can be sent by admins. | |
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Voice Message Support Send and receive secure voice-based messages. |
No information available | |
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Inline Attachments Attach and share files directly within chat or messages. |
Files can be attached and shared directly in chat/messages. | |
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Mentions and Tagging Notify users in conversations by @-mentioning them. |
@-mentions and tagging in chat and document comments are supported. | |
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Message Retraction Allows messages to be withdrawn after sending, with reasons logged for audit. |
No information available |
Integration & Extensibility
(7 Yes /7 Known /10 Possible features)
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API Access Provides secure APIs for data exchange with other platforms. |
Aprio offers an API for integration with other enterprise systems. | |
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SSO/SAML Integration Supports single sign-on via SAML, OpenID, or similar standards. |
SSO is available through SAML/Active Directory integration. | |
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ERP/HRMS/Payroll Integration Out-of-the-box connectors for pension fund management systems. |
No information available | |
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Calendar/Email Sync Synchronizes tasks and communications with corporate email and calendar tools. |
Calendar/email sync for meetings and notifications with Outlook/Google. | |
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Custom Plugin Support Architected to support custom plugins or extensions. |
No information available | |
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Reporting/Data Export Exports data in common formats (CSV, PDF, Excel) for analysis or archiving. |
Reporting and data export in Excel/PDF supported for governance needs. | |
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Webhooks/Event Notifications Notifies external systems or workflows of key events (e.g., new meeting, approved document). |
No information available | |
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Digital Signature Third-Party Integration Works with external e-signature providers (e.g., DocuSign, Adobe Sign). |
Supports integrations with third-party e-signature providers like DocuSign. | |
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Customizable Roles & Permissions Supports bespoke user roles in large or complex trustee structures. |
Customizable user roles and permissions for complex board hierarchies. | |
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Data Import Migration Tools Facilitates easy migration from legacy board portals or communication systems. |
Supports bulk import and migration from other board portals. |
Platform Reliability & Performance
(4 Yes /4 Known /10 Possible features)
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Uptime SLA Guaranteed minimum service uptime backed by Service Level Agreement. |
No information available | |
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Load Handling Capacity Maximum number of concurrent users supported without degradation. |
No information available | |
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Data Sync Speed Average time required for document or message updates to be reflected across devices. |
No information available | |
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Disaster Recovery Time Objective (RTO) The maximum allowable downtime in the event of disaster. |
No information available | |
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Geographically Redundant Servers Supports infrastructure redundancy across multiple data centers. |
Geographically redundant data centers listed for resilience and DR. | |
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Active Monitoring & Alerting 24/7 system monitoring and automated alerts for critical issues. |
Active 24/7 monitoring and automated alerts documented. | |
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Automatic Updates System automatically updates to the latest security and feature releases. |
Automatic security and feature updates, managed by Aprio. | |
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Instant Rollback Capability Ability to quickly revert to previous system versions following failed updates. |
No information available | |
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Elastic Scaling Dynamically adjust resources based on demand/spikes in user activity. |
Scale is managed automatically during activity spikes (elastic scaling referenced). | |
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Download/Upload Bandwidth Maximum sustainable rate for document transfers. |
No information available |
Support and Service
(7 Yes /7 Known /10 Possible features)
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24/7 Support Availability Customer support available at any hour, globally. |
Aprio technical support available 24/7 for clients globally. | |
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Dedicated Account Manager Single point of contact for all account and onboarding matters. |
No information available | |
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Self-Service Knowledge Base Comprehensive online resources and documentation. |
Online documentation and knowledge base for user self-service. | |
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Live Chat and Ticketing Multiple channels for support queries and tracking resolution. |
Live chat and ticket-based support available on website. | |
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Onboarding & Training Options Customizable training programs for new user groups. |
Comprehensive onboarding and training for new clients is a highlighted feature. | |
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Quarterly Business Reviews Regular service reviews with stakeholders to discuss performance and improvements. |
No information available | |
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Service Incident Response Time Guaranteed maximum time between report and support engagement. |
No information available | |
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Feedback and Feature Request Portal Structured support for user feedback and new feature requests. |
Feedback and feature requests are supported through customer portal. | |
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Multilingual Support Support offered in multiple languages. |
Multilingual customer support available, as referenced for international clients. | |
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Proactive Security Advisories Notification of new security threats and responses. |
Security advisories and breach notifications provided proactively to admins. |
Cost and Licensing
(9 Yes /9 Known /10 Possible features)
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Flexible Licensing Models Supports per-user, per-group, or enterprise-wide pricing. |
Flexible user-based and enterprise pricing models available. | |
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Transparent Pricing Clear, upfront pricing with no hidden fees. |
Transparent pricing model publicly posted and listed in proposals. | |
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Usage Analytics Provides detailed reports on user and feature utilization for optimization. |
Usage analytics dashboards are available for administrators. | |
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Cost Predictability Tools Resource and budgeting dashboards estimate and control future costs. |
No information available | |
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No Vendor Lock-In Clauses Agreements allow easy exit or data export/migration if required. |
Contract terms permit easy migration/export of client data upon request. | |
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Service Level Agreement (SLA) Guarantees Provider offers financial penalties for failing to meet agreed service levels. |
SLA guarantees are part of official contract materials. | |
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Volume Discounting Automatic price breaks at larger user numbers or longer terms. |
Volume discounting available on multi-user or multi-entity accounts. | |
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Free Trial or Pilot Option Can evaluate the full product on a trial basis before committing. |
Free 30-day trial option available for new clients. | |
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Nonprofit/Government Pricing Special consideration or reduced rates for pension funds operating as nonprofit. |
Special nonprofit/government pricing for pension fund clients. | |
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Custom Contract Terms Supports negotiations for tailored commercial or legal agreements. |
Custom contract terms accepted in bid proposals and RFPs. |
Data Privacy & Sovereignty
(9 Yes /9 Known /10 Possible features)
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Data Residency Choice Clients can specify or select where their data is physically stored. |
Data residency options offered for Canadian, US, and international cloud. | |
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Explicit Data Ownership Terms Legal agreements clearly state client retains ownership of data. |
Contract terms include explicit client data ownership provisions. | |
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Cross-Border Data Flow Controls Restricts or audits flow of data outside defined regions. |
Product supports cross-border controls, per privacy statement and regional configuration. | |
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Right to Erasure (Right to be Forgotten) Supports regulatory requirements for data deletion upon request. |
Right to erasure is honored according to GDPR/CCPA provisions. | |
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Regular Privacy Impact Assessment Provider supports or performs periodic privacy impact reviews. |
No information available | |
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Client Data Segregation Ensures logical or physical separation of data from different clients. |
Client data storage is segregated logically between organizations. | |
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Privacy Incident Reporting Provider must promptly report any privacy breaches or leaks. |
Aprio pledges to quickly report any privacy breaches to affected clients. | |
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Granular Consent Collection Collects and manages granular user consent for each data use. |
Granular consent management supported via board member profile preferences. | |
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GDPR/CCPA/Applicable Regional Law Compliance Meets or exceeds all relevant regional data privacy regulations. |
Product meets or exceeds GDPR, CCPA, and regional privacy law requirements. | |
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Independent Privacy Audit Reports Publishes regular independent privacy compliance and security audit results. |
Independent privacy and security audit reports are available to clients. |
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