Centralize all key compliance functions including archiving, marketing reviews, trade testing, and more. Now you can run your entire compliance program in one place instead of across multiple legacy software solutions.
Human-first design coupled with broad feature functionality and AI assistance. The result is modern software that allows our clients to stay a step ahead of regulators.
Our open AI architecture stands out as the most thoughtful and defensible when regulators come knocking. It also allows you to address compliance risks specific to your business, which is a key regulatory requirement.
Both platforms offer a variety of compliance tools that enable firms to manage their ongoing securities compliance requirements. Greenboard stands alone in feature breadth, usability, and defensibility.
Table above accurate as of 06/05/2025
"Helps us detect risk and automate more of our compliance program than previously possible...easy to use" Brook Powers, CEO of Fiduciary Financial Advisors
“Greenboard has completely transformed our workflow….its reliability and strong security features give us peace of mind. I highly recommend this platform to any business looking to modernize operations and scale efficiently.”