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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

Both platforms offer an all-in-one solution for managing your compliance program. Greenboard stands alone in feature breadth, usability, and efficiency.

Both platforms offer an all-in-one solution for managing your compliance program. Greenboard stands alone in feature breadth, usability, and efficiency.

Best-in-Class Brokerage Feeds

Greenboard

✔️

✔️

RIA in a Box

✖️

AI-powered Compliance Calendar

Greenboard

✔️

RIA in a Box

✖️

Automated Vendor Due-Diligence

Greenboard

✔️

RIA in a Box

✖️

AI-powered CoE Automation

Greenboard

✔️

RIA in a Box

✖️

Observable AI Architecture

Greenboard

✔️

RIA in a Box

✖️

Lexicon, Random-Sampling, & AI-powered Communications Archiving

Greenboard

✔️

RIA in a Box

✖️

KYE/Code of Ethics

Greenboard

✔️

RIA in a Box

✔️

Marketing Reviews

Greenboard

✔️

RIA in a Box

✔️

Audit and Document Logs

Greenboard

✔️

RIA in a Box

✔️

Registration & Licensing Support

Greenboard

coming soon!

RIA in a Box

✔️

Table above accurate as of 10/09/2024

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