Greenboard

Greenboard is a compliance platform for financial firms regulated by the SEC and FINRA. It consolidates the workflows that such firms usually spread across several vendors, including communications archiving, firm compliance, employee compliance and marketing review, into a single system with an AI automation layer the vendor calls GreenboardGo. The aim is one place where compliance tasks are surfaced, worked and evidenced, rather than a chatbot placed over older tools. It serves registered investment advisers, private funds and hedge funds, broker dealers, asset managers and other regulated financial services providers, from small firms to large institutions. Marketing review is automated with an average turnaround the vendor states at seven seconds, and electronic communications monitoring is tuned to cut false positives sharply, which the vendor quantifies as a 99.14 percent reduction. Books and records are held on a write once, read many architecture designed to satisfy SEC recordkeeping rules, and the platform holds SOC 2 Type 2 certification. GreenboardGo runs automated reviews, risk detection and prioritization of compliance tasks across every module, so the same automation applies whether a task originates in archiving, marketing or employee oversight. Pricing is not published. Prospective customers book a demo or contact sales, and quotes are tailored to the firm's size and the modules it adopts.