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nasdaq boardvantage® for asset management

Nasdaq Boardvantage is the ideal governance solution for Asset Management firms. This suite of communication and file-sharing tools—housed within a secure portal—is used by fund boards and leadership teams across investment committees and regions to improve collaboration and automate meeting management.

Asset management companies are looking to bring efficiencies to the administration of their multiple fund boards. This includes meeting management, sharing of sensitive information, and coordination with fund administrators, sub-advisors, and stakeholders. Nasdaq Boardvantage delivers a consolidated solution for collaboration, information-sharing and management, voting on resolutions, assigning and tracking tasks, and managing multiple fund boards and committees.

Nasdaq Boardvantage for Asset Management

 

Nasdaq Boardvantage is a governance solution of choice for Asset Management Firms worldwide.

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Features to manage sensitive information:

CONTENT SEGREGATION: 

Create TeamSpaces aligned with your board, auditors, underwriters, legal advisors, and internal finance, marketing and communications teams. 

PERMISSION SETTINGS: 

Set permissions to entire folders or individual files. Designed to allow specified users access to information in the way it is intended. 

DATA STORAGE & DOCUMENT LIBRARY: 

Search, organize and securely share confidential documents such as general board meeting minutes and materials, financial data and statements, and more. 

eSIGNATURES: 

Keep transactions, contracts and other sensitive documents digital, and manage e-signatures within the platform. 

VOTING & APPROVALS: 

Vote and approve items with one click. Built-in reporting automatically collates responses into presentation-ready graphical formats.

VERSION TRACKER & FULL-TEXT SEARCH: 

Collaboration made simple— know when a change was made, and by whom. Locate information easily with advanced search capabilities. 

TASK MANAGEMENT: 

Easily track end-to-end processes. Assign tasks to TeamSpace members. Administrators can easily track and report on progress, streamlining workflows and increasing productivity. 

ANNOTATIONS: 

Add annotations to any file. Key stakeholders can add private notes or share them with other users or groups. 

SECURE IN-APP EMAIL: 

Communicate sensitive information and share files between meetings using secure in-app email functionality, minimizing the risk of potential exposure to unintended recipients.

Intuitive and time-saving tools that improve collaboration:

MEETING MANAGER: 

Create simple or comprehensive meetings. Add details and/or attach files and reference materials. Meetings can be copied from day-to-day or year-to-year for greater efficiency. 

NOTIFICATIONS: 

Notify or remind users when a file requires editing or is complete and ready for review. 

MEETING AGENDA: 

Create an interactive agenda with meeting documents comprised of any file type. Simply hyperlink your agenda items with your files.

AUTOMATIC UPDATES: 

Nasdaq Boardvantage actively looks for any changes on all devices and syncs offline annotations. Rest assured users will have the most updated version of any materials. 

EDIT IN NATIVE FILE FORMAT:

Make last minute edits in a flash. Edit any files uploaded into Nasdaq Boardvantage in native format. No need to re-upload updated files or PDF files first.

EASY TO USE:

Login easily using native fingerprint authentication: TouchID. Access from anywhere at any time on any platform, including iOS, Android and Surface mobile devices.

Nasdaq Boardvantage is helping corporate secretaries, general counsel,board members and senior executives in various industries worldwide save time and boost productivity. For the latest product highlights and information on board management education, view our Resource Library.

FAQs

How does Nasdaq Boardvantage help with meeting productivity, secure communication, content segregation and more?

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