AI to help compliance officers complete tedious tasks and identify risk.

AI in compliance is a no-brainer: let us show you how and why.

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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.

Backed by top venture firms and already trusted by clients with billions in AUM

AI to identify compliance risk. Human-centric software to drive a culture of compliance.

Greenboard lets financial firms manage employee tasks, archiving, content review, policies, calendars, document processing, training, and more—all in one AI-native, cloud-based operating system

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