Product
Marketing Compliance

Marketing Compliance

Transform marketing reviews from a bottleneck into a streamlined process with AI assistance.

Marketing  Compliance

Speed up review cycles: Use AI to pre-check content against SEC marketing rules and custom requirements.

Never miss a disclosure: Automated verification ensures all required disclosures are present and accurate.

Configurability & Auditability

Map your teams' workflow and information collection into Greenboard.

Greenboard is 17a-4 and WORM compliant and keeps detailed logs of all activity and produces marketing approval reports as collateral for regulatory exams.