Greenboard alternatives and comparisons: Why compliance teams choose Greenboard
One platform for archiving, employee, marketing and firm compliance, with AI in every workflow and one exam-ready record behind it all.
Why we win
What firms get when they switch
The reasons compliance teams give for moving their program to Greenboard, and what they find once they have.
One platform, not a stack of vendors
Archiving, employee compliance, marketing review, third-party diligence, filings and the compliance calendar run on one platform, so there is one login, one workflow and one bill.
AI in every workflow
GreenboardGo answers routine policy questions, triages what is urgent and drafts tasks, and Go Agents do the repetitive work. Every judgment call still goes to a person.
Exam-ready by default
Every message, approval, attestation and AI action lands on one WORM-based record designed to meet SEC 17a-4, so an exam request becomes a search, not a fire drill.
Built for the people who use it
Advisors, traders and employees get guided task flows and answers in Slack and Teams, not just the CCO. A culture of compliance starts with a tool people actually use.
Switching without a project
History comes across from your previous archive, broker-dealers get the third-party undertaking for their FINRA filing, and AI-assisted onboarding sets up workflows from your own policies.
Security you can check
Greenboard is SOC 2 Type II compliant, with single sign-on, granular permissions and information barriers. Our controls and full subprocessor list are published at trust.greenboard.com.
One system of action
Independence from fragmented tools.
Most firms spread their program across several vendors. Greenboard brings it together on a fully configurable platform, built on WORM-based recordkeeping designed to meet SEC 17a-4 requirements:
- 88%
- of customers retired at least one legacy tool1
- 99.14%
- fewer e-communications false positives2
- 7 seconds
- average marketing review turnaround3
- 1Based on sampled onboarding data of customers consolidating systems into Greenboard. Results may vary.
- 2Based on supervision reports across a sample of customers. Results may vary by communication volume, lexicon setup, and firm size.
- 3Based on sampled user sessions over the past 12 months. Results may vary by content complexity, firm setup, and reviewer availability.
In their words
“Whatever we came up with for marketing reviews, it had to move as fast as the content creators moved.”
- 24 hrs
- Weekly time saved on marketing review
- 70+
- Greenboard users
- 20%
- MoM headcount growth enabled
Side by side
Compare Greenboard with the software you are weighing
Greenboard vs. Hadrius
See why many firms choose Greenboard over Hadrius, and why many more Hadrius customers have pulled the plug and moved to Greenboard.
See the comparisonGreenboard vs. Smarsh
Comparing Greenboard and Smarsh? Greenboard captures and supervises every channel inside one compliance platform, with flat per-user pricing and AI flagging.
See the comparisonGreenboard vs. Global Relay
Both archive and supervise email, social, text and instant messages. See why firms choose Greenboard for archiving that lives inside one compliance platform, with flat per-user pricing.
See the comparisonGreenboard vs. COMPLY
See why firms choose Greenboard over COMPLY (formerly ComplySci): broader functionality, an experience employees find easy, and AI you can show an examiner.
See the comparisonGreenboard vs. ComplySci
See why firms choose Greenboard over ComplySci (now COMPLY): best-in-class brokerage feeds, AI-powered code of ethics workflows and a faster go-live, on one platform.
See the comparisonGreenboard vs. RIA in a Box
Both give advisory firms an all-in-one compliance program. See why RIAs choose Greenboard for broader functionality, automated brokerage feeds and AI-powered reviews that keep pace as the firm grows.
See the comparisonGreenboard vs. SmartRIA
See why firms choose Greenboard over SmartRIA: policy automation, best-in-class brokerage feeds and communications archiving built into one platform.
See the comparisonGreenboard vs. MirrorWeb
Both archive your website and your firm’s communications. See why firms choose Greenboard for archiving developed natively with the rest of the compliance program, with flat per-user pricing.
See the comparisonGreenboard vs. MyComplianceOffice
See why firms choose Greenboard over MyComplianceOffice: customizable policy automation, a compliance calendar and brokerage feeds on a platform your team can run without a services engagement.
See the comparisonGreenboard vs. StarCompliance
See why firms choose Greenboard over StarCompliance: brokerage feeds that arrive on their own, guided code of ethics workflows, and archiving and marketing review in the same system.
See the comparisonGreenboard vs. ACA ComplianceAlpha
Comparing Greenboard and ACA ComplianceAlpha? Greenboard is compliance software built by a product and engineering company, and it works alongside whichever consultant you rely on.
See the comparisonGreenboard vs. Saifr
Comparing Greenboard and Saifr? Greenboard’s AI marketing review averages seven seconds, and it’s part of one platform for archiving, employee and firm compliance.
See the comparisonGreenboard vs. Red Oak
Comparing Greenboard and Red Oak? Greenboard checks advertising against SEC and FINRA rules with AI, and runs archiving, employee and firm compliance on the same platform.
See the comparisonGreenboard vs. Skematic
Comparing Greenboard and Skematic? Greenboard pairs an AI-powered compliance calendar and firm and employee compliance with archiving and marketing review on the same platform.
See the comparisonGreenboard vs. Orion Compliance
See why firms choose Greenboard over Orion Compliance: policy automation, AI-powered marketing review and communications archiving from a company focused entirely on compliance.
See the comparison
Built for AI-native compliance teams.
See how your program runs on one system. Implementation is measured in weeks, not quarters.