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