Make everyone a compliance champion
for SEC and FINRA compliance.
%201.webp)
Trusted by 500+ financial institutions
.png)
.png){kind=logo}
"Helps us detect risk and automate more of our compliance program than previously possible...easy to use"
"The personal support, the AI capabilities, and then the backing from the compliance expertise makes me a lot more comfortable... knowing that we're doing things the right way."
.png)
“I can't say they like compliance, but I can tell you that advisors love Greenboard”
"Whatever we came up with for marketing reviews, it had to move as fast as the content creators moved. Huge thanks to the Greenboard team!"
“Greenboard has completely transformed our workflow….its 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.”
.png)
Unified and action-centric compliance
Declare independence from fragmented tools. Greenboard connects archiving, firm compliance, employee compliance, marketing compliance, and many more workflows into one system where unified tasks and records live.
.png)
Automation everywhere. That’s Go
GreenboardGo is AI-native automation built into every compliance workflow — not a chatbot layered on top of old tools.
Compliance software your team will love
Greenboard's user experience incorporates decades of usability research and new AI-enabled ways of working — reducing friction and building a real culture of compliance.
Exam-ready out of the box
Built on WORM-based, 17a-4 compliant architecture, Greenboard's unified recordkeeping is battle-tested and designed for CCO peace of mind.
You're in good hands with Greenboard
Enterprise-grade security and privacy that protect your firm's critical data — with smarter supervision methods that replace invasive oversight and build trust instead of eroding it.
Built for highly regulated financial institutions with enterprise-grade security and scale
Real results from teams using Greenboard
Alex Stickelman
CCO & COO
Adam Boyer
COO & CCO, JMG Financial Group
Doug Thalhammer
CCO, FSG
.webp)