Aprio is the board portal for credit unions that answer to members, not investors

Build the board package in minutes, give directors one secure place to prepare, and keep the record your examiner asks for.

Book a Demo★★★★★4.6 on Capterra

Trusted by 500+ boards

StellerVista Credit UnionUnited Nations Federal Credit UnionMeridian Credit UnionGreenState Credit UnionCoast Capital SavingsAmerican United Federal Credit UnionLibro Credit UnionAssiniboine Credit Union

Three steps to a smoother credit union board cycle

Aprio agenda builder: a timed board meeting agenda with the meeting materials attached to each item

1The board package builds in minutes

Build the board book in Aprio with drag-and-drop upload, then notify the board in one click. When the monthly financials change the night before, you replace the document in the pack instead of re-sending it.

“Before Aprio, I was manually compiling PDFs and emailing them out.”Pam Pinch, Corporate Secretary, StellerVista Credit Union
The Aprio board portal dashboard open on a desktop, phone and tablet

2Directors read it anywhere

The Aprio board package opens the same way on desktop or mobile, even offline. Every director gets an individual training session with Aprio, so even the least technical director gets up to speed.

“Easy to learn for all (administrators and especially non‑tech users)!”Ken S., Executive Assistant
Aprio access reports: who accessed each board document and when

3Ready when the examiner asks

Aprio lets you draft minutes straight from the agenda, record attendance, and collect e-signatures in the portal. Meetings archive by date and reports are self-serve, so the record is ready before the exam. Director expense claims come in through the portal too, not through your inbox.

“The meetings and the materials are all in one place.”Eileen G., Executive Assistant

See how Aprio fits your board.

Request a Demo

Why do credit unions choose Aprio?

✓

24/7 human support

Support staffed by former board administrators. When you call the night before a meeting, a human answers.

✓

Personalized training

Unlimited 1:1 sessions for admins and directors. Your board calls Aprio directly, so their questions never go through you.

✓

Every feature included

Voting, e-signatures, surveys, expense reporting, mobile app, training and 24/7 support, all in Aprio’s plan by default.

✓

Secure by certification

ISO 27001 and SOC 2 Type 2 audited, with your data resident in Canada or the US, your choice.

For member-owned boards of every charter

Community credit unions, caisses populaires, federal credit unions and co-operatives all run their boards on the Aprio board portal.

Community credit unions

One admin runs the board, the committees and AGM season. Aprio keeps it one person's job.

US credit unions

The minutes and voting record your NCUA or state examiner expects.

Merging credit unions

Two boards become one. The records of both stay intact.

Caisses and co-operatives

Member-elected boards turn over at the AGM. The memory stays.

What administrators say after switching to Aprio

★★★★★

Aprio, they really listen to you!

The best thing about Aprio is their client support. It is hands down the best in the business, and I find it very easy to use, as do my directors.
PPPam P.
Corporate Secretary
★★★★★

Excellent Board portal

An outstanding board portal, secure, intuitive, and exceptionally well designed. Aprio's support team is one of the most responsive in the industry.
PKPatricia K.
Consultant
★★★★★

Happy with Aprio

Support is consistently fast, friendly, and helpful.
AMAllison M.
Executive Assistant
Capterra★★★★★4.6
20+
Years serving boards
500+
Boards & committees served
24/7
Human support

See Aprio in action

✓

Human support, period.

The same team from onboarding to renewal, not a call center.

✓

One price, every feature.

An annual price you can predict and budget for.

✓

Secure by certification.

SOC 2 Type 2, ISO 27001, and your choice of data residency: Canada or the US.

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Questions credit union boards ask us

Is Aprio a good board portal for credit unions?
Yes. Aprio is the board portal credit unions across Canada and the US use to build board packages, record minutes and votes, and keep the examiner-ready record, with 24/7 human support and every feature at one price. Community, federal and merging credit unions and caisses populaires all run their boards on Aprio.
What does it cost?
Aprio’s plan includes every feature, quoted per organization and itemized, so your board approves it once with no add-ons appearing in year two. Pricing is the first thing we cover in the demo. Book the demo and you’ll have your number, or see how Aprio pricing works.
How hard is the switch from email or another portal?
Easier than staying. Aprio implementation typically takes about three weeks and is handled by experienced administrators, not a setup wizard. Your records come with you, your next board cycle starts in the portal, and training for administrators and directors is included.
Will our directors actually use it?
Every board has a director who would rather print everything. Aprio gives each director an individual training session booked on their own schedule, the board package reads the same on any device, and the night-before call reaches a real person 24/7.
Can our committees use it too?
Yes. Supervisory, audit, credit and governance committees each get their own space in Aprio, with granular permissions, so committee material stays with the right people and in-camera sessions stay in camera.
What will our examiner see?
Minutes, attendance records, voting results and e-signatures live in the Aprio portal and archive by date, with self-serve reports you can pull before the exam instead of reconstructing the record from email. Whether your exam comes from NCUA, your state supervisor, or your provincial regulator in Canada, the trail is the same: complete, dated, and exportable.
Where is our data stored?
Aprio stores your data in your choice of Canada or the United States, on certified infrastructure (ISO 27001, SOC 2 Type 2). Canadian credit unions can confirm Canadian residency in the agreement, which keeps member data inside the jurisdiction your regulator and your members expect.