AGB OnBoard

Features and Capabilities

AGB OnBoard is useful and simple to use for board directors of all ages and technology backgrounds. We did that by consulting with real directors to understand what they need to make board meetings more valuable. Our commitment to adoption and real-world functionality sets AGB OnBoard apart from other providers.

AGB OnBoard Full Screen Final

Complete Director & Trustee Features

Govern With Confidence

AGB Notes

Synced Notes & Annotations

Your review is aided by built-in annotation tools to mark up your book. You can highlight, draw, or even leave yourself a sticky-note. And your notes always stay in sync between device. AGB OnBoard helps bring your expertise to bear on every board discussion.

AGB Chat-2

Secure Messenger

Secure Messenger allows the board to quickly start individual or group conversations to discuss sensitive board work.  If you're looking at the financials and need the CFO's expertise, they’re just one tap away. Bring the entire committee or the whole board into the conversation from the AGB OnBoard app or any web browser.

AGB Engagement-Analytics-Icon-2

Board Meeting Analytics

Engagement Analytics prepares directors to better engage with board materials before meetings. It provides insight into which agenda sections are receiving the most attention and where stakeholders are making significant notes and annotations.


AGB Single Sign-On

Using your existing AGB Member Account, members can immediately access AGB OnBoard without having to remember a separate login and password.

Public Posting

Public Posting

Public Posting immediately creates a public URL for you to share with the board, the public, and the media – everyone who needs to know what your board is discussing and when. Now public colleges and universities can seamlessly share the agenda and all accompanying materials online.

Zoom Integration

AGB OnBoard directly integrates with Zoom, a singular experience that enables directors and CEOs to meet face-to-face directly within the platform. No need to switch between apps. And its built in security means your meeting details never leave OnBoard.


Pick up where you left off on iPhones, iPads, and Macs. AGB OnBoard can seamlessly transfer exactly what you were working on from one device to another without losing focus on what you’re doing.

AGB eSignature


The eSignatures workflow in AGB OnBoard is a fast, streamlined process. Administrators simply upload the document that needs a signature. Directors immediately receive a notification that a signature is pending, and with just one click they sign their name. That’s it.

AGB Every-Device

Made for Every Device

Read, review, and annotate your board materials and notes as it suits your work-life style. Anywhere, anytime, and on any device: web app, iPhone, iPad, laptop, Kindle Fire, and Windows Surface. You can also easily vote, secure approvals, and answer surveys and questionnaires.

AGB ease of Use

Simple and Intuitive Navagation

This is what makes AGB OnBoard different. It’s board meeting software your board will actually use. It makes directors happy. The whole product was created with the guidance of real board members. That's why directors with limited experience with technology love AGB OnBoard – it was made just for them.

AGB dashboard

The Dashboard

The Dashboard is the personalized homepage for every organization. Quickly examine upcoming meetings with instant one-touch access to supplementary materials and announcements.

Secure Voting and Approvals

Approve the annual budget, amend the bylaws, or adopt employee benefits. Any board actions can be voted on directly within AGB OnBoard.

AGB Search

Comprehensive Search

Need to find an old board book? Previous minutes? Or just an old note to jog your memory? Search for it.

AGB Multi Board

Multi-Board Support

Directors often sit on more than a single board. AGB OnBoard allows directors to quickly move between organizations.

AGB offline-access

Offline Access

Work online or off. When there’s no internet, you can still access all your board materials. Once you’re back on wifi, all your work will instantly sync across your devices.

AGB Timed Meetings

Timed Meetings

The Dashboard is the personalized homepage for every organization. Directors have a single place to access their most pertinent materials. Quickly examine upcoming meetings with an instant one-touch access to supplementary materials and announcements.



If an important policy is changed or meeting is rescheduled, communicate with the whole board or individual committees with targeted announcements that are emailed and appear within AGB OnBoard.

AGB Remote-Wipe

The Complete Board Book

Let your curiosity run wild. The AGB OnBoard board book is the best place to complete a context-rich review. You can tap any report, any section, and instantly start your review. You can even search the book by your annotations.

AGB OnBoard combines powerful engineering with clear insights into how real boards work. The result is board software with unrivaled ease of use and versatility that makes boards happy.

Complete Board Professional & Chief of Staff Features

Save Time. Stay Compliant. Make Your Board Happy.

AGB fastest-book-builder

Fastest Board Book Builder

Don’t worry about compatibility. Create the board book however you best work. AGB OnBoard is compatible with Microsoft Internet Explorer 11, Microsoft Edge, Chrome, Firefox, and Safari; Windows 10 and MacOS.

AGB Task Management

Task Management

Manage, organize, and track your most important action-items happening throughout your meeting cycle. 

AGB Auto-Save

Auto Save

Multiple people can collaborate together when the agenda is being created. The board book builds and updates in real-time. Never lose your work. Never override a previous version.

AGB Permission Management

Granular Permission Management

Granular access controls allow you to set who has access to board materials and communications. Every item in your board book can be quarantined for those pesky conflicts of interest.

AGB Surveys

Surveys and Questionnaires

Create a board evaluation survey, find out member availability, or settle on a location for the annual retreat. AGB OnBoard's survey tool lets you collect any information or opinions you need from your board.

AGB Complete-File-Support

Complete File Support

Whether your board needs a complex spread sheet, a just-to-the-facts PDF, or a snazzy PowerPoint, you can connect any type of file to your board book.



If an important policy is changed or meeting is rescheduled, communicate with the whole board or individual committees with targeted announcements that are emailed and appear within AGB OnBoard.

AGB attendance

Compliance In Your Control

You have complete flexibility to how your electronic records are stored. Administrators can automatically purge all notes and annotations when board books are archived. Control how your organization handles sensitive data.


24/7 Support

Unlimited 24/7 support is available, direct from our headquarters in the U.S. You will get immediate help from a team that takes prides in their 100% satisfaction rating.

AGB Bulk User

Bulk User Creation

Get your organization up and running in just minutes. Simply import a CSV file and AGB OnBoard will instantly populate all of your end users.

RSVP & Attendence

Know who has expressed their intent to arrive at your meetings and who attended each meeting. It helps keep you compliant, your meetings organized, and your board meetings running smoothly.

AGB Any Browser

Board Book Universal Compatability

Don’t worry about compatibility. Create the board book however you best work. AGB OnBoard is compatible with Microsoft Internet Explorer 10, Internet Explorer 11, Microsoft Edge, Chrome, Firefox, and Safari; Windows 10 and MacOS.

Resource Folder

Unlimited Resource Folders

The annual report, corporate policies, bylaws, corporate charter, and all your key documents are always one click away. Finding exactly what you need is easier than ever.

Security Overview

The Gold-Standard in Board Security

Azure Security

AGB OnBoard offers the gold standard in Cloud Security: Microsoft Azure. Delivering full disaster recovery and active geo-replication. It's just part of our security first mindset, so you can be sure your board materials are completely private.

AGB 2fa-1

Two-Factor Authentication

With two-factor authentication, your AGB OnBoard account can only be accessed by verifying your identity using a second method, separate from your password.

face ID

Face ID & Touch ID Login Security

The strongest security available! Never worry about forgetting your password. Simply login Touch ID or Face ID on your iOS device.

HIPAA Compliant

We know that healthcare providers experience frustration when selecting and adopting cloud solutions. That's why we've invested heavily into maintaining complete HIPAA Compliance.

SOC 2 Certified

SOC 2 Certified – our procedures, controls, and security practices have been audited by outside firms with a focus on our availability, security, privacy, and confidentiality.

Complete Encryption

The strongest standard in the board portal industry – our data centers utilize industry leading RSA 4096-bit encryption for data in transit between a user’s device and at rest.

Global Data

Global Data Center

A global array of data centers ensures your data’s security and fidelity while bringing lighting fast speeds for global users and travelers.

AGB Remote Wipe

Remote Wipe

Remote Wipe provides a contingency plan for your organization if a board member’s mobile device is lost or stolen. Quickly remove any stored data from the device to further protect your organization’s information.

AGB Idle Wipe

Idle Wipe

As older devices find their way into junk drawers, AGB OnBoard ensures those devices are wiped of sensitive data. When a user goes 90 days without connecting to the internet, the AGB OnBoard app will delete all locally stored information.

Let’s Start a Conversation

AGB OnBoard provides trustees and leaders to be more efficient, secure, and strategic for meetings. It’s how leading universities prepare and partner together even in-between meetings