Solutions
Intuitive compliance software that puts people first.
Greenboard is an AI-native, cloud-based operating system that streamlines compliance management, helping financial firms stay organized, efficient, and audit-ready—all in one place.
By firm type
Financial Advisors
RIA compliance software for lean programs that still need to pass a full SEC exam.
Private Funds
Private fund compliance software for managers juggling investor commitments, side letters, and personal trading.
Hedge Funds
Hedge fund compliance software for high-velocity trading desks that need supervision without slowing the floor.
Broker Dealers
Broker-dealer compliance software for FINRA-registered firms with layered supervisory structures and 17a-4 obligations.
Fintech Platforms
Compliance software for fintech platforms that need compliance to keep pace with the product.
Regulatory Registration
RIA and broker-dealer registration for new registrants standing up a compliance program from day one.
Built for AI-native compliance teams.
See how your program runs on one system. Implementation is measured in weeks, not quarters.