Vendor due diligence software
Vendor due diligence software where GreenboardGo does the research, with risk ratings you can explain and an audit trail examiners can follow.
Diligence that does its own research
Your team stops starting every review from a blank page. Use whichever source fits the vendor, or all of them.
- Web research by Go, with sources
- SOC 2 reports read for you
- Questionnaires sent to vendors
- A ready-made vendor library
Answers straight from the vendor
Spend less time chasing vendors for information and more time reviewing it. Vendors provide what you need directly, without the email back-and-forth.
- Services, contacts, and support
- Data access and controls
- Disaster recovery and reliability
- Answers flow straight into the review
Risk you can explain
Not every vendor needs the same level of scrutiny. Focus your attention where the risk is greatest, with clear reasoning behind every assessment.
- Regulation S-P review areas
- Editable risk level and narrative
- Lighter schedules for lower-risk vendors
- Signed attestations for completed reviews
Vendor reviews, right on schedule
Due diligence doesn't end after onboarding. Keep reviews on track year after year, without relying on someone to remember what's due.
- An owner for every vendor
- Annual review schedules
- Re-reviews when relationships change
- Reminders before reviews are due
A history for every vendor
You can show an examiner how each relationship was overseen, year after year.
- Every past assessment kept
- Updated documents each cycle
- Signed attestations on each review
- Ready to export for exams
Also included
- Regulation S-P vendor oversight
- Service provider and sub-adviser diligence
- Ready-made vendor library
- SOC 2 report review
- Vendor questionnaires
- Review schedules and reminders
- Risk levels and narratives
- Review history
Software built for a culture of compliance.
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Command center
Run every client firm or entity from one console, and push your program to all of them.
Explore Command center - 10
Prediction markets
Pre-clearance, disclosure, and monitoring for Kalshi, Polymarket, and other prediction markets.
Explore Prediction markets - 11
Workflows and agents
Run any compliance process autonomously, with Go Agents doing the repetitive work and your team reviewing every output.
Explore Workflows and agents
Built for AI-native compliance teams.
See how your program runs on one system. Implementation is measured in weeks, not quarters.