Radically human
compliance software

Greenboard is the modern operating system for SEC & FINRA compliance.
Triple compliance officer productivity, mitigate previously undetectable risk, and engage personnel like never before.
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Trusted by hundreds of leading financial institutions of all sizes

Backed by top silicon valley venture funds and capitalized for continuous innovation

“Helps us detect risk and automate more of our compliance program than previously possible...easy to use" Brook Powers, CEO of Fiduciary Financial Advisors”

Brook Powers
CEO of Fiduciary Financial

“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.”

Maranda Leonard
Director, Risk Management S2 Capital

How it works

Greenboard is the modern operating system for SEC & FINRA compliance.

01

Everything you need to run your compliance program. Archiving, firm compliance, employee compliance, 3rd party compliance, marketing compliance, supervision, books and records and more.

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02

Greenboard Go is the compliance work AI platform powered by your procedures and connected to all of your data

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03

Greenboard’s user experience incorporates decades of usability research to reduce compliance friction and digitally encourage a culture of compliance.

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04

Greenboard’s platform  is utilized by top expert service providers who provide Greenboard customers with services and outsourcing. Greenboard is proud to focus exclusively on best-in-class technology, which properly aligns our incentives with making your compliance program more efficient.

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05

Greenboard’s enterprise-grade security and privacy features protect your firm's critical data. Next generation methodology within Greenboard can eliminate the need for invasive supervision practices to enhance compliance trust.

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Built for highly regulated financial institutions with enterprise-grade security and scale

Leading auditability and recordkeeping
Built in regulatory guidance: WORM and 17a-4 compliant
Enterprise-grade security and privacy: SOC2 Type 2 compliant
Solutions

All in one compliance for financial services

Service Partners
Financial Advisors
Private Funds
Hedge Funds
Broker Dealers
Regulatory Registration