White River Software, LLC
Who We Are
Our Products
Mutual Fund Boards
Corporate Boards
Contact Us
Businessman using secure remote access Plotting stock chart Signing contracts at business meeting
Secure remote access Task management Confident results
Our Products
White River Software provides technology solutions to the problems that Mutual Fund Boards and Corporate Boards face. Simply put, the Boardroom Advantage systems allows boards to gain the workflow and document management advantages of an electronic system, while avoiding risk associated with e-mail.

The Boardroom Advantage package offers a comprehensive solution. Boardroom Advantage is a suite of integrated software that addresses the board’s entire work process from information management control to reducing legal, audit, and document retention costs.
White River Software’s integrated suite includes:
Task Generator
The Task Generator creates and assigns tasks based on the SEC filing calendar. This is a critical element of the product as some mutual fund boards serve as many as 30 mutual funds.
Workflow Tracker
Allows the chairman of the board to access the status of tasks assigned to board members. This insures that there are no surprises at board meetings.
Notation Manager
Allows notations to be associated with an original document without actually modifying the original document.
Messenger
Allows communications both within the board and outside parties such as attorneys and consultants while keeping sensitive documents out of email.
Video Conferencing
Video conferencing integration will support the trend toward more work being performed outside of the formal board meetings.
Professional services is a critical element of our product offering. Even good software implemented poorly can lead to mismatched expectations and failed projects. That’s why White River Software uses proven implementation methodology.