Marketing compliance software
Marketing compliance software that keeps pace with your team, with GreenboardGo checking every piece against the Marketing Rule and your own rules.
A first pass before it reaches you
Submitters get a review from Go before anything goes to compliance, so they can fix clear issues on their own first. Your queue holds only what actually needs a reviewer.
- Checks against the Marketing Rule and your firm's policies
- Documents, spreadsheets, audio, and video supported
- Flagged passages highlighted in context
- Dismiss false positives in one click
Rewrites, not just red flags
GreenboardGo suggests edits to flagged content, so submitters can fix issues without guessing what compliance wants. Fewer revisions, less back-and-forth.
- Edited documents or tracked-change redlines
- A summary of every edit
- Approve, send back, or reject
- The reason recorded with every decision
Your rules, in your words
A social post and a pitch book don't get the same checklist. Every piece is reviewed by the right people, against the right rules.
- Rules written the way you'd explain them
- Rules and reviewers by content type
- Extra approval stages, like CCO sign-off
- Custom intake forms
Approved content that stays current
Keep approved marketing materials in one place, ready to reuse. Your team knows what's approved, what's expired, and when it's time for another review.
- Clear status on every request
- Comments on the piece, not in email
- An approved content library
- Expiry dates that prompt a fresh look
A paper trail for every approval
Every marketing approval comes with a record of how the decision was made, so you're ready when examiners ask.
- E-signed approvals
- Every comment and status change logged
- Go's findings next to each decision
- Approval reports for exams
Also included
- Ready-made rule sets for each content type
- Testimonials and endorsements
- Third-party ratings
- Gross and net performance
- Promissory and exaggerated language
- Pitch books, decks, and fact sheets
- Websites and social posts
- Videos and podcasts
Software built for a culture of compliance.
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Firm compliance
Every obligation owned and on schedule, with Go drafting the work and a signed record when it's done.
Explore Firm compliance - 07
Filings
U4 data, ADV Part 2B supplements, and 13F reports, prepared from data you already have.
Explore Filings - 08
Third-party diligence
Vendor diligence with Go doing the research and a risk narrative you can stand behind.
Explore Third-party diligence
Built for AI-native compliance teams.
See how your program runs on one system. Implementation is measured in weeks, not quarters.