Greenboard vs. Skematic: Your compliance calendar, and the rest of your program

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.

Automation everywhere

That's GreenboardGo.

GreenboardGo is built into every Greenboard workflow, not added on top. It answers routine policy questions, triages what's urgent, and drafts tasks so owners only have to review and approve them. Judgment calls go to the person responsible for them. Go handles the busywork, and your people make the decisions.

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One system of action

Independence from fragmented tools.

The calendar, policies, attestations and evidence share one record. Greenboard brings your program 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
  1. 1Based on sampled onboarding data of customers consolidating systems into Greenboard. Results may vary.
  2. 2Based on supervision reports across a sample of customers. Results may vary by communication volume, lexicon setup, and firm size.
  3. 3Based on sampled user sessions over the past 12 months. Results may vary by content complexity, firm setup, and reviewer availability.

A modern compliance platform your team will love

We build with the end user in mind, merging human-first design with broad feature functionality and AI assistance, allowing our clients to stay exam ready at every step.

A culture of compliance only happens when people actually use the tool. Every Greenboard workflow is designed to take friction out of the process for advisors, traders, and employees, not just the CCO.

  • Start from a ready-made compliance calendar and adjust it to your policies, so every obligation has an owner, a schedule and the evidence behind it.

  • Personal trading pre-clearance, code of ethics attestations and outside business activity tracking run as guided task flows, with brokerage feeds that arrive on their own.

  • AI suggests policy language as regulations change, and automated vendor due diligence scores third-party risk in a single report.

  • Communications archiving and AI marketing review run in the same system, so one record answers the examiner.

Exam-ready by default

An exam request becomes a query, not a fire drill.

Every judgment call goes to a human, and every AI action is recorded: what Go surfaced, who reviewed it, what they decided, and when. When an examiner asks how you got there, the answer is already in the record.

Greenboard is SOC 2 Type II compliant. Our security controls and full subprocessor list are published at trust.greenboard.com.

Why Greenboard

Built by a product and engineering company, first.

We invest where it counts: in the platform your team uses every day. That means one system, one record, and a product that gets better with every release.

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In their words

“Whatever we came up with for marketing reviews, it had to move as fast as the content creators moved.”

Alex StickelmanCCO & COO, Root Financial
24 hrs
Weekly time saved on marketing review
70+
Greenboard users
20%
MoM headcount growth enabled

Bring your program. We'll show you the exam file.

Send us your policies, communications, and trade data. We'll run them through Greenboard and show you what your program looks like on one system.

Backed by Base10 Partners, General Catalyst, and Y Combinator