Platform
One system for your whole compliance program, with one record, access shaped to your firm, and GreenboardGo working across every module.
One record of everything
No more stitching together five vendors' logs. Every action, in every module, lands in one record the moment it happens.
- Messages, attestations, approvals, and reviews
- WORM, 17a-4 compliant storage
- Signed PDFs for every attestation
- CSV and Excel export throughout
GreenboardGo across the whole program
Help is one question away on every page, and a person still decides what matters.
- Answers from your policies, with sources
- Requests filed by asking
- Handoffs with a summary
- Admins control what Go can do
Access shaped to your firm
Everyone sees exactly what they should, and nothing more.
- Permissions by role, group, and module
- Information barriers between teams
- Act on behalf, fully logged
- SSO with Entra, Okta, or SAML, plus biometric MFA
Your terms and your brand
Greenboard speaks your firm's language, so employees aren't guessing what a term means.
- Your colors and logos
- Your definitions, like "public security"
- Definitions shown as hints in tasks
- Definitions written into every signed record
Exam requests become searches
An exam request becomes a single search instead of a file rebuilt from five vendors.
- Search across every module
- Go assembles the package
- Approvals attached to every item
- Ready to export for exams
Also included
- Single sign-on with Entra, Okta, or SAML
- Biometric MFA
- Role and group permissions
- Information barriers
- Act on behalf
- White-label branding
- Your definitions in every record
- Multi-entity support
- Customizable approval statuses
Software built for a culture of compliance.
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Archiving and supervision
One compliant archive for every channel, with GreenboardGo surfacing the messages that need a reviewer.
Explore Archiving and supervision - 03
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
FAQs
Frequently asked questions
What are unified books and records for compliance?
One record of every compliance action across the program. In Greenboard, messages, attestations, approvals and reviews from every module land in one WORM-based, 17a-4 compliant record the moment they happen, instead of in five vendors' logs.
Is Greenboard's record SEC 17a-4 compliant?
Yes. Greenboard keeps records in WORM, 17a-4 compliant storage, with signed PDFs for every attestation and CSV and Excel export throughout.
How does Greenboard handle an exam request?
As a search. Search across every module, and GreenboardGo assembles the package with approvals attached to every item, ready to export for examiners.
Can Greenboard support several entities and teams?
Yes. Greenboard supports multiple entities, with permissions by role, group and module, information barriers between teams, and single sign-on with Entra, Okta or SAML.
Built for AI-native compliance teams.
See how your program runs on one system. Implementation is measured in weeks, not quarters.