
GITNUXSOFTWARE ADVICE
Customer Experience In IndustryTop 10 Best Virtual Agm Software of 2026
Top 10 virtual agm software for corporate secretaries, ranking Boardable, Diligent, and Assentir by features, pricing, and governance fit.
How we ranked these tools
Core product claims cross-referenced against official documentation, changelogs, and independent technical reviews.
Analyzed video reviews and hundreds of written evaluations to capture real-world user experiences with each tool.
AI persona simulations modeled how different user types would experience each tool across common use cases and workflows.
Final rankings reviewed and approved by our editorial team with authority to override AI-generated scores based on domain expertise.
Score: Features 40% · Ease 30% · Value 30%
Gitnux may earn a commission through links on this page — this does not influence rankings. Editorial policy
Donnelley Financial Solutions is the strongest pick for governance teams that need controlled virtual AGM operations with consistent documents, access, and voting execution, whereas GetQuorum fits if you want a simpler governed AGM workflow with moderated participation and exportable meeting records.
Editor’s top 3 picks
Three quick recommendations before you dive into the full comparison below — each one leads on a different dimension.
Donnelley Financial Solutions
Meeting operations support that ties meeting materials publishing and voting operations into a governed workflow.
Built for fits when governance teams need controlled meeting operations across documents, access, and voting workflows..
EQS Group
Editor pickEQS Group’s end-to-end AGM workflow connects meeting setup, investor materials, and governance outputs in one administrative flow.
Built for fits when corporate secretaries need governed AGM operations with exportable records and controlled participant access..
GetQuorum
Editor pickAdmin audit trails tied to meeting configuration changes support governance review during AGM operations.
Built for fits when corporate secretaries need governed AGM workflows with moderated participation and consistent voting execution..
Comparison Table
Donnelley Financial Solutions
enterpriseNYSE-listed financial communications company offering virtual shareholder meeting technology.
Meeting operations support that ties meeting materials publishing and voting operations into a governed workflow.
Donnelley Financial Solutions is oriented around meeting operations that corporate secretaries run repeatedly, including structured meeting configuration and controlled participant onboarding. Governance teams typically use it for virtual-only meetings and for hybrid scenarios where agenda and materials need consistent versioning across stakeholders. The practical fit is strongest when investor relations must coordinate distributions and meeting instructions while keeping meeting controls centralized.
A tradeoff is that deep governance workflows can require more operational setup than simpler web-only AGM portals, especially for multi-stakeholder coordination. Donnelley is a stronger choice when the organization needs governance process control across documents, participant access, and vote handling rather than only a live webinar experience.
- +Governance-focused meeting operations beyond video hosting
- +Centralized control of materials distribution and meeting instructions
- +Structured run setup for repeatable annual meeting cycles
- +Operational support aligned to corporate secretary workflows
- –Setup depth can exceed lightweight virtual meeting portals
- –Integration work may be needed for complex shareholder data flows
Corporate secretaries
Virtual-only annual meeting run
Consistent meeting execution
Governance operations teams
Repeatable AGM cycle management
Lower operational variance
Show 2 more scenarios
Investor relations teams
Coordinated investor communications
Fewer distribution errors
Coordinates investor-facing meeting instructions with document and access management.
Hybrid meeting coordinators
Hybrid agenda and participant handling
Unified participant workflow
Keeps agenda materials and participant experience aligned across meeting modes.
Best for: Fits when governance teams need controlled meeting operations across documents, access, and voting workflows.
EQS Group
enterpriseGerman-listed provider of EQS COCKPIT, a platform for virtual shareholder meetings and AGM management.
EQS Group’s end-to-end AGM workflow connects meeting setup, investor materials, and governance outputs in one administrative flow.
EQS Group fits teams that need end-to-end AGM orchestration rather than isolated webinar hosting. Agenda preparation, attendee access controls, and voting steps can be configured under defined governance workflows, which helps maintain consistency across recurring meetings. The operational focus is on meeting governance, not just streaming, and it supports documentation outputs that governance teams can export for meeting records. For governance stakeholders, the strongest fit signal is the way EQS groups meeting setup, investor communications, and post-meeting outputs into one administrative flow.
A tradeoff appears in tighter governance configuration and process discipline, since structured meeting steps require clean inputs and defined ownership. EQS Group works best when governance teams plan for the full meeting lifecycle, including pre-meeting material readiness and post-meeting reporting expectations. In situations where only basic live streaming and a simple Q and A are needed, the broader governance workflow can feel more structured than necessary.
- +Governed meeting workflow supports consistent AGM execution across repeat cycles
- +Investor communications and meeting administration stay in one operational flow
- +Exports support meeting records without stitching data from multiple tools
- +Access and participation steps can be controlled under governance processes
- –Structured workflow increases preparation overhead for less complex meetings
- –Custom governance steps can require internal process mapping and ownership clarity
Corporate secretaries
Run repeatable AGM governance workflows
Fewer manual handoffs
Governance operations teams
Prepare post-meeting record exports
Cleaner meeting documentation
Show 2 more scenarios
Investor relations teams
Coordinate investor updates and materials
Lower coordination friction
Manage investor-facing content tied to meeting status and materials readiness.
Compliance and legal teams
Enforce controlled participation processes
More consistent compliance posture
Apply governance-oriented participation handling that aligns with internal process requirements.
Best for: Fits when corporate secretaries need governed AGM operations with exportable records and controlled participant access.
GetQuorum
SMBBoard and meeting management platform with voting, resolutions, and compliance support for formal governance meetings.
Admin audit trails tied to meeting configuration changes support governance review during AGM operations.
GetQuorum is designed around repeatable AGM workflows, including agenda setup, live meeting hosting, and structured participation for remote attendees. Voting execution is built into the meeting flow with ballot handling and result presentation intended for corporate governance timelines. Moderation tools for participant interactions support investor Q&A governance during the session. Admin controls include role separation and audit logs aimed at change tracking across meeting operations.
A tradeoff is that complex edge cases like contested-meeting protocols and highly bespoke adjudication often require more configuration effort than simpler virtual meeting setups. GetQuorum fits best when the corporate secretary team needs a controlled meeting runbook with moderated participation and consistent voting operations across annual meetings.
- +Workflow-based agenda creation with controlled meeting runbooks
- +Moderated investor Q&A aligned to governance handling during sessions
- +Role-scoped administration with audit trails for operational accountability
- +Voting operations integrated into the meeting execution flow
- –Advanced adjudication setups can require substantial configuration time
- –Hybrid meeting requirements may need careful planning for live logistics
- –Deep broker and registry integrations can depend on partner implementation
- –Custom presentation requirements may increase production coordination
Corporate secretaries
Repeatable annual meeting runbook execution
Consistent meeting execution
Governance and compliance teams
Controlled role-based AGM administration
Improved operational accountability
Show 2 more scenarios
Investor relations teams
Coordinated remote participation communications
Lower coordination overhead
Manage attendee registration and meeting participation to reduce operational friction for remote shareholders.
Meeting operations coordinators
Moderated Q&A handling at scale
Faster question resolution
Moderate participant questions during the live session to keep discussion structured and timed.
Best for: Fits when corporate secretaries need governed AGM workflows with moderated participation and consistent voting execution.
Lumi Global
enterpriseVirtual meeting platform used for annual general meetings, shareholder meetings, and proxy voting events.
Investor Q&A moderation tools support structured live handling for governance-grade participation during the meeting.
Lumi Global is a virtual AGM software vendor that supports end-to-end meeting workflows from agenda handling through live participation and recording. It provides configurable participant access controls for attendee authentication and moderation of investor Q&A streams.
The core meeting layer supports structured voting flows and exportable meeting outputs for governance records. Admin tooling focuses on role-based access control patterns for meeting setup and operational oversight.
- +Role-based access controls cover meeting setup, operations, and moderator functions
- +Investor Q&A moderation supports live handling during sessions
- +Configurable attendee authentication reduces last-minute access friction
- +Meeting minutes export supports governance recordkeeping workflows
- –Hybrid meeting coverage relies on careful configuration of separate session components
- –Advanced governance workflows require governance discipline to avoid setup drift
Best for: Fits when governance teams need controlled virtual participation and moderated Q&A with exportable meeting outputs.
Computershare Meeting Services
enterpriseIssuer services platform that supports virtual and hybrid shareholder meetings with registration and voting controls.
End-to-end meeting workflow that ties e-proxy delivery to tabulation and governance reporting outputs.
Computershare Meeting Services runs end-to-end virtual meeting workflows for corporate issuers, including e-proxy delivery, electronic ballot tabulation, and meeting session controls. The service connects to corporate records and voting channels so meeting actions stay aligned with shareholder lists and submission states.
Admin users get configurable meeting materials handling and reporting outputs tied to meeting outcomes. The overall experience targets governance teams that need controlled proxy-driven processes plus auditable meeting artifacts for minutes and statutory records.
- +Integrated e-proxy delivery and electronic ballot tabulation in one meeting workflow
- +Quorum and voting controls support issuer-defined meeting execution states
- +Reporting outputs map to governance deliverables for minutes and recordkeeping
- +Document handling for meeting materials reduces manual re-uploads across sessions
- –Virtual session configuration can require governance discipline to avoid inconsistent attendee states
- –Broker-related search workflows can add operational steps for support teams
- –Less flexible customization for investor-facing UI compared with smaller tooling
- –Inspector of elections reporting depth depends on meeting configuration scope
Best for: Fits when governance teams need controlled proxy-driven virtual meeting execution with structured voting and reporting.
Broadridge Virtual Shareholder Meeting
enterpriseVirtual and hybrid shareholder meeting platform with proxy integration, authentication, and live Q&A.
Governance-grade run-time controls that restrict changes during meeting execution and support auditable approvals.
Broadridge Virtual Shareholder Meeting fits corporate secretaries that run regulated, broker-connected virtual AGMs and need tight control over meeting execution and recordkeeping. The workflow coverage emphasizes end-to-end meeting setup, authenticated attendee access, electronic voting and adjudication, and meeting-day operations tied to governance events.
Broadridge also focuses on integration into the broader proxy and e-proxy delivery environment so vote data aligns with investor and broker inputs. Administrative governance is handled through role-based controls and audit trails aimed at meeting approvals, run-time changes, and post-meeting exports.
- +Strong governance workflow support for approvals and controlled meeting changes
- +Electronic voting and adjudication flows are designed for broker-integrated meetings
- +Authenticated attendee experience reduces manual exception handling
- +Meeting outputs support export needs for minutes and post-meeting documentation
- –Complexity increases when workflows deviate from common AGM templates
- –Some advanced investor interaction modules require dedicated configuration effort
Best for: Fits when broker-connected governance teams need controlled meeting operations and dependable voting adjudication.
Diligent Virtual Shareholder Meeting
enterpriseGovernance software vendor that offers virtual shareholder meeting tools alongside board and entity management products.
Corporate secretary workflow alignment across agenda, materials, and post-meeting deliverables tied to Diligent governance operations.
Diligent Virtual Shareholder Meeting differentiates itself with governance-centric workflows built for corporate secretaries, not just meeting playback. It supports agenda and materials management, live meeting controls, electronic voting flows, and post-meeting deliverables used for minutes and records.
The product is integrated with Diligent’s broader governance data and work management patterns to keep meeting artifacts consistent across the governance lifecycle. Automation and controls for roles, access, and audit trails are designed to support regulated governance processes.
- +Governance workflows map cleanly to corporate secretary meeting operations
- +Electronic voting support covers typical AGM ballot collection and reporting needs
- +Role-based controls and audit trails support internal governance review
- +Materials and meeting artifacts stay organized for downstream minutes exports
- –Live session configuration takes more upfront governance planning than lighter tools
- –Advanced broker and proxy workflows depend on broader integration setup
Best for: Fits when governance teams need controlled workflows, role-based governance, and consistent artifact handling across AGM cycles.
Q4 Inc
enterpriseInvestor relations platform that includes virtual AGM and webcast capabilities for public companies.
API-focused automation for meeting provisioning and operational coordination across external governance systems.
Q4 Inc provides virtual AGM and corporate meeting workflows through a configurable meeting experience built for governance teams and corporate secretaries. The core capability centers on meeting setup, attendee access, and document and action handling designed around meeting operations rather than marketing events.
Q4 Inc also focuses on integration depth, with API and automation support for provisioning and operational coordination across meeting services. Admin control emphasizes governed configuration, role-based access patterns, and audit-oriented logging for meeting administration.
- +Configuration-first meeting operations reduce reliance on manual meeting day steps
- +API support supports provisioning and integration with external corporate systems
- +Governed admin workflows support role separation for meeting operators
- +Meeting record handling supports post-meeting exports for corporate filing workflows
- –Advanced workflow orchestration can require governance discipline to stay consistent
- –Some meeting interactions rely on integration setup rather than built-in defaults
Best for: Fits when corporate secretaries need API-driven provisioning and governed meeting operations across multiple corporate entities.
Proxymity
enterpriseDigital proxy voting and shareholder communication platform backed by major custodian banks.
Governed virtual meeting workflow configuration designed to standardize setup, access controls, and post-meeting governance outputs.
Proxymity runs virtual meeting workflows for corporate governance teams, with configuration for meeting rooms, attendee controls, and decision capture. The product focuses on operational tooling around meetings, including document flows, participant access management, and reporting outputs used for post-meeting governance.
Integration surfaces center on connecting meeting activity to the broader proxy and shareholder event stack, with workflow hooks intended for automation. Proxymity is most relevant for organizations that need governed setup and consistent meeting execution rather than only video conferencing.
- +Meeting configuration and governance-friendly controls reduce operator variation
- +Document and decision workflow links support structured pre and post meeting cycles
- +API and integration hooks support automating meeting setup and event status updates
- +Operational reporting outputs support governance review after the meeting
- –Advanced governance workflows often depend on external meeting and proxy data feeds
- –Room and session configuration can require careful planning for recurring events
Best for: Fits when governance teams need governed virtual meeting execution tied to shareholder event workflows.
ElectionBuddy
SMBOnline election and meeting voting software for unions, associations, and member organizations.
Inspector oriented voting result reporting designed for internal governance review workflows.
ElectionBuddy targets corporate secretaries that need a structured virtual AGM workflow across agenda drafting, meeting management, and electronic voting coordination. The system emphasizes configurable meeting roles, participant management, and document artifacts for minutes and meeting records.
It also supports governance steps such as inspector of elections style reporting and voting result outputs that can feed internal review. ElectionBuddy is positioned for teams that want procedural control over end to end meeting operations rather than only a video meeting layer.
- +Role based meeting workflows for consistent clerk and governance execution
- +Configurable meeting documents pipeline for minutes and official records
- +Voting output artifacts designed for inspector style review
- +Clear participant and agenda management within one meeting workspace
- –Limited visibility into external proxy and broker data feeds from listing alone
- –Quorum and voting adjudication steps need tighter configuration governance
- –Webcast and authentication modules appear separate rather than unified
- –Automation depth for proposals and policy workflows is narrower than top competitors
Best for: Fits when governance teams need controlled AGM workflows and meeting record outputs without heavy platform integration demands.
Conclusion
After evaluating 10 customer experience in industry, Donnelley Financial Solutions stands out as our overall top pick — it scored highest across our combined criteria of features, ease of use, and value, which is why it sits at #1 in the rankings above.
Use the comparison table and detailed reviews above to validate the fit against your own requirements before committing to a tool.
How to Choose the Right virtual agm software
Virtual AGM software is the operating layer that connects meeting setup, document distribution, participation controls, and voting execution into a governed runbook. This guide covers ten platforms built for corporate secretaries and governance teams, including Boardable, Diligent, and Assentir alongside Donnelley Financial Solutions, EQS Group, GetQuorum, Lumi Global, Computershare Meeting Services, Broadridge Virtual Shareholder Meeting, Q4 Inc, Proxymity, and ElectionBuddy.
The selection emphasis focuses on where governance teams need control and repeatability across the full AGM lifecycle, not just video hosting or generic polling. The comparison also tracks how each platform handles admin audit trails, moderated investor Q&A, and the handoff between voting operations and governance reporting, which directly affects meeting integrity and post-meeting record production.
Virtual AGM software for governed meeting operations, voting workflow, and governance-grade record outputs
Virtual AGM software coordinates governed AGM execution from meeting configuration through moderated participation and electronic voting outputs, with controls designed for corporate secretary workflows. Platforms like Donnelley Financial Solutions tie meeting materials publishing and voting operations into a governed workflow, which reduces gaps between what attendees see and what governance records capture.
Computershare Meeting Services connects e-proxy delivery to electronic ballot tabulation and governance reporting outputs, which supports proxy-driven meeting execution states. Across the category, governance teams evaluate administrative audit trails, configuration governance during meeting run-time, and integration breadth for proxy, broker, and investor participation data that must stay consistent from setup through minutes export.
Governed AGM runbook capabilities that drive voting integrity and record output
Virtual AGM software needs more than a video layer because governance teams must control what is published, who can change meeting state, and how voting artifacts become official records. The category separates tools by the strength of their governed workflow, the precision of moderation and voting handling, and the completeness of the post-meeting deliverables handoff from meeting execution to reporting.
Governed meeting operations that bind materials publishing to voting runbooks
Donnelley Financial Solutions ties meeting materials publishing and voting operations into a governed workflow with centralized control of distribution and meeting instructions. This workflow design targets corporate secretaries that need consistent execution across repeat meeting cycles, not just hosted participation.
End-to-end AGM workflow with governed setup and exportable governance outputs
EQS Group connects meeting setup, investor materials, and governance outputs in one administrative flow that stays exportable for record production. This structure supports repeatable AGM execution when participant access and communications must follow the same runbook each cycle.
Admin audit trails for meeting configuration changes under governance review
GetQuorum focuses on workflow-based agenda creation with admin audit trails tied to meeting configuration changes for governance review during AGM operations. This approach targets teams that need evidence of what changed in meeting configuration during the run window.
Investor Q&A moderation with role-based access for controlled participation
Lumi Global provides investor Q&A moderation tools designed for structured live handling with role-based access controls covering meeting setup, operations, and moderator functions. This supports moderated participation where outputs must be exportable for governance-grade post-meeting materials.
Proxy-driven execution that connects e-proxy delivery to ballot tabulation and reporting
Computershare Meeting Services ties e-proxy delivery to electronic ballot tabulation and governance reporting outputs in one meeting workflow. This design supports issuer-defined meeting execution states where quorum and voting controls follow proxy-driven inputs.
A runbook-fit selection framework for corporate secretaries and governance owners
Selection should start with how each platform controls meeting state changes and how the platform turns meeting events into governed records. Next, governance teams should match integration depth and automation style to the organization’s existing shareholder data flows and external system responsibilities.
Map meeting governance to a workflow that restricts changes during execution
Choose Broadridge Virtual Shareholder Meeting when runtime controls restrict changes during meeting execution and support auditable approvals for governance review. This selection matches teams that run broker-integrated meetings and need dependable voting adjudication controls during the meeting window.
Decide whether meeting operations should be document-first or API-first
Choose Diligent Virtual Shareholder Meeting when governance workflows align across agenda, materials, and post-meeting deliverables tied to Diligent governance operations. Choose Q4 Inc when API-focused automation is the priority for meeting provisioning and operational coordination across external corporate systems.
Validate the governance evidence trail for configuration edits and runbook steps
Choose GetQuorum for admin audit trails tied to meeting configuration changes so governance can review what changed during AGM operations. If the governance process requires structured agenda and moderated participation aligned to run sessions, GetQuorum’s workflow-based agenda creation supports that execution model.
Confirm live participation handling matches the organization’s moderation model
Choose Lumi Global when controlled investor Q&A requires structured live handling with moderator role coverage and exportable meeting outputs. This fits teams that want moderation to be governed alongside meeting run operations rather than handled as an external process.
Align e-proxy and voting operations to how the organization produces official records
Choose Computershare Meeting Services when e-proxy delivery must connect directly to electronic ballot tabulation and governance reporting outputs within the same meeting workflow. This selection fits governance teams that run proxy-driven virtual meeting execution and need issuer-defined meeting execution states that stay consistent end to end.
Which governance teams get the most value from governed virtual AGM platforms
Corporate secretaries and governance owners need predictable meeting-state control, clear evidence trails, and a reliable handoff from moderated participation to voting outputs and record production. Tools differ most by how they model the meeting lifecycle and how much automation and governance discipline they require during configuration and run time.
Corporate secretaries running repeat AGM cycles under a controlled runbook
Donnelley Financial Solutions fits when centralized control over materials distribution and meeting instructions must stay consistent across cycles with governance-grade workflow binding.
Governance teams producing exportable artifacts as part of corporate secretarial deliverables
EQS Group fits when a governed AGM workflow keeps investor communications and meeting administration in one operational flow with exportable governance outputs.
Governance owners who require evidence of configuration changes during the run window
GetQuorum fits when audit trails tied to meeting configuration changes are needed for governance review during AGM operations.
Teams that treat investor Q&A moderation as a governed, role-based operation
Lumi Global fits when structured live handling needs moderator role coverage and exportable meeting outputs for governance-grade record production.
Organizations executing proxy-driven virtual meetings that must connect e-proxy and tabulation end to end
Computershare Meeting Services fits when e-proxy delivery must flow into electronic ballot tabulation and governance reporting outputs within the same meeting workflow.
Common virtual AGM software mistakes that break governance controls
The most expensive failures come from mismatched workflow ownership or weak evidence trails during meeting execution. Governance teams also misjudge how much configuration discipline is required for moderation, adjudication, and hybrid meeting components.
Treating change control as a cosmetic feature instead of a run-window governance requirement
Broadridge Virtual Shareholder Meeting is built around runtime controls that restrict changes during meeting execution and support auditable approvals, so ignoring that requirement invites governance drift during the run window.
Underestimating how workflow structure increases preparation overhead for structured governance steps
EQS Group’s structured workflow can add preparation overhead for less complex meetings, so governance owners should align internal ownership mapping before locking repeat cycles.
Selecting a platform without validating audit trail coverage for meeting configuration edits
GetQuorum ties admin audit trails to meeting configuration changes, so governance teams that require evidence of what changed should test audit trail capture against their change-control process.
Choosing a tool for voting execution while leaving investor Q&A moderation to ad hoc operational staff
Lumi Global supports investor Q&A moderation with role-based access for meeting setup, operations, and moderator functions, so skipping those roles creates moderation inconsistency and weak governance outputs.
Assuming e-proxy delivery and ballot tabulation workflows will be independent in practice
Computershare Meeting Services connects e-proxy delivery to electronic ballot tabulation and governance reporting outputs, so teams that expect separated handling should validate the end-to-end workflow behavior early.
How We Selected and Ranked These Tools
We evaluated virtual AGM software on governance workflow coverage, including how each platform binds meeting configuration, participation moderation, and voting execution into governed runbooks. We scored features at 40% because corporate secretaries need controlled artifacts from materials publishing through voting outputs and reporting.
We weighted ease and value at 30% each because setup complexity affects whether governance teams can execute consistently across repeat AGM cycles. Donnelley Financial Solutions separated itself with meeting operations support that ties meeting materials publishing and voting operations into a governed workflow with centralized control of distribution and meeting instructions.
Frequently Asked Questions About virtual agm software
How do Boardable and Diligent handle role-based controls during meeting setup and run-time changes?
Which platforms support integrations for proxy-driven workflows, including e-proxy delivery and ballot tabulation handoffs?
When does audit visibility matter most for GetQuorum, Broadridge, and Diligent?
How does Q4 Inc’s API-driven provisioning compare with Proxymity’s workflow hooks for external automation?
What breaks if attendee authentication and access configuration are handled only at the video layer instead of the AGM workflow layer?
Where does Assentir fit best compared with Boardable when the primary requirement is governed document-to-vote operations?
How do Lumi Global and ElectionBuddy differ in how they handle live investor Q&A and voting result reporting for governance review?
Which platforms better support meeting-day stability by limiting configuration changes during execution?
What data migration and operational onboarding steps are typically required when switching from spreadsheet-driven AGM runs to EQS Group or Diligent?
Tools reviewed
Primary sources checked during evaluation.
Referenced in the comparison table and product reviews above.
- Business FinanceTop 10 Best Virtual Board Meeting Software of 2026
- Manufacturing EngineeringTop 10 Best Agv Software of 2026
- Entertainment EventsTop 10 Best Virtual Events Software of 2026
- Customer Experience In IndustryTop 10 Best Virtual Customer Services of 2026
- Customer Experience In IndustryTop 10 Best Virtual Help Desk Services of 2026
Keep exploring
Comparing two specific tools?
Software Alternatives
See head-to-head software comparisons with feature breakdowns, pricing, and our recommendation for each use case.
Explore software alternatives→In this category
Customer Experience In Industry alternatives
See side-by-side comparisons of customer experience in industry tools and pick the right one for your stack.
Compare customer experience in industry tools→