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See why experts choose Greenboard over Comply
Materially better compliance software
Don't trust us, try us.
Complete SEC & FINRA Compliance
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.
Broader Functionality, Better User Experience
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.
Open AI Architecture
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.
A Quick Summary
Best-in-Class Brokerage Feeds
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AI-powered Compliance Calendar
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Automated Vendor Due-Diligence
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AI-powered CoE Automation
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Observable AI Architecture
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Lexicon, Random-Sampling, & AI-powered Communications Archiving
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KYE/Code of Ethics
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Marketing Reviews
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Audit and Document Logs
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Registration & Licensing Support
coming soon!
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Backed by top venture firms and already trusted by clients with billions in AUM
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