Communications archiving and supervision
Communications archiving and supervision in one compliant archive. GreenboardGo flags what needs review, so your team doesn't have to sift through everything.
Supervision that surfaces what matters
Skip the endless keyword hits. Each flagged message comes with a clear explanation of the risk, so reviewers can make faster, more informed decisions.
- Screening based on your firm's lexicon and channel rules
- Plain-language explanations of firm-specific risks
- A quick summary of each concern
- A visual breakdown of where risk is concentrated
One archive for every channel
Keep email, chat, text, and social communications in one compliant archive, with your existing records migrated over so nothing gets left behind.
- Email, chat, text, and social in one WORM, 17a-4 archive
- Employees connect their own accounts
- Full history migrated from your previous provider
- Up to seven years of email backfill
Keep every review on track
Assign reviews, track follow-ups, and keep a record of every decision. When an examiner asks why a message was cleared, the answer is already documented.
- Queues by reviewer, risk, or channel
- Work assigned to people or groups
- Notes and follow-ups on the message
- A reason logged with every decision
Every website change recorded
Greenboard saves weekly snapshots of every page on your website, so you can pull up past versions whenever you need them. No manual saving or upkeep required.
- Weekly snapshots of every page
- Full snapshots and PDFs
- A dated history for each page
- Set up once, no maintenance required
Exam requests, without the scramble
Find and export the communications, attachments, and review history examiners ask for, all in one place.
- Search across every channel and attachment
- Full conversations and review history
- Exports-ready for examiners
- Third-party undertaking for FINRA filers
Also included
- Microsoft 365 and Google Workspace email
- Microsoft Teams, Slack, and Zoom chat
- Bloomberg chat
- WhatsApp and Telegram
- Text messages through mobile capture providers
- LinkedIn, Instagram, Facebook, and YouTube
- Journaling from any provider that supports it
- Website archiving
- Migration from your previous archive
Software built for a culture of compliance.
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Employee compliance
Attestations, pre-clearance, and disclosures employees actually finish, run the way your team works.
Explore Employee compliance - 04
Trade compliance
Every employee and client trade, tested daily against rules that match your policies.
Explore Trade compliance - 05
Marketing compliance
Marketing reviews that keep pace, with Go checking every piece against the Marketing Rule.
Explore Marketing compliance
FAQs
Frequently asked questions
Which channels does Greenboard archive?
Email from Microsoft 365 and Google Workspace; Teams, Slack, Zoom and Bloomberg chat; WhatsApp and Telegram; text messages through mobile capture providers; LinkedIn, Instagram, Facebook and YouTube; journaling from any provider that supports it; and your website.
Is Greenboard's archive 17a-4 compliant for broker-dealers?
Yes. Email, chat, text and social are kept in one WORM, 17a-4 archive, and Greenboard provides the third-party undertaking FINRA filers need.
Can we move our history from Smarsh, Global Relay or another archive?
Yes. Greenboard migrates your full history from your previous provider, with up to seven years of email backfill, so nothing gets left behind.
How does Greenboard supervision reduce false positives?
GreenboardGo screens messages against your firm's lexicon and channel rules and explains each flag in plain language, so reviewers see real risk instead of endless keyword hits. Across a sample of customers' supervision reports, communications false positives fell 99.14%.
Built for AI-native compliance teams.
See how your program runs on one system. Implementation is measured in weeks, not quarters.