Radically human compliance software
Trusted by hundreds of leading financial institutions of all sizes
“Helps us detect risk and automate more of our compliance program than previously possible...easy to use" Brook Powers, CEO of Fiduciary Financial Advisors”
“Greenboard has completely transformed our workflow….it’s reliability and strong security features give us peace of mind. I highly recommend this platform to any business looking to modernize operations and scale efficiently.”
Greenboard is the modern operating system for SEC & FINRA compliance.
Unified capabilities, unparalleled efficiency
Everything you need to run your compliance program. Firm compliance, employee compliance, 3rd party compliance, marketing compliance, archiving + supervision, books and records and more.
Go beyond tedious tasks, mitigate real risk
Greenboard Go is the compliance work AI platform powered by your procedures and connected to all of your data
Compliance software your team will love
Greenboard’s user experience incorporates decades of usability research to reduce compliance friction and digitally encourage a culture of compliance
Efficiently engage expertise
Everything you need to run your compliance program. Firm compliance, employee compliance, 3rd party compliance, marketing compliance, archiving + supervision, books and records and more.
Supervision, not snooping
Greenboard’s enterprise-grade security and privacy features protect critical data and eliminate the need for invasive supervision practices to enhance compliance trust
