Greenboard: Rippling for Financial Compliance & Operations

Greenboard | Modern Financial Compliance Software

Revolutionizing Financial Compliance

Greenboard is on a mission to build SEC & FINRA compliance tools so effective that not using Greenboard will become tantamount to negligence in vendor selection.

Key Features

Communications Archiving: Securely archive all communications for easy retrieval and compliance.
Code of Ethics, KYE, & Attestations: Streamline ethics management and know-your-employee processes.
Exception Reporting & Forensic Testing: Identify and investigate compliance exceptions efficiently.
Risk Assessment & Test Mapping: Comprehensive risk assessment tools with detailed test mapping.
Calendar & Task Management: Organize and manage compliance tasks and deadlines seamlessly.
Marketing & Product Compliance: Ensure all marketing materials and products meet regulatory standards.
Vendor Compliance Management: Monitor and manage vendor compliance effectively.
System of Record: Maintain a reliable and secure system of record for all compliance activities.

Use Cases

Financial Institutions: Ensure compliance with SEC & FINRA regulations.
Asset Management Firms: Manage compliance for firms with billions in AUM.
Marketing Teams: Review and approve marketing materials for regulatory compliance.
Compliance Officers: Streamline compliance processes and reduce manual workload.
Vendor Managers: Oversee and ensure vendor compliance with ease.

Pricing

Greenboard offers flexible pricing plans tailored to the needs of different organizations. Contact us to request a demo and get a customized pricing plan that fits your compliance requirements.

Teams

Greenboard is built by a team of compliance experts and backed by top venture firms. Our team is dedicated to providing intelligent, interconnected compliance tools that enhance efficiency and effectiveness in financial compliance management.

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