What is Greenboard?
SEC and FINRA compliance workflows in one system.
Who is Greenboard best for?
Greenboard is best for investment advisers, broker-dealers and private funds that want archiving and marketing review in one system.
Registered investment advisers
It checks marketing content against SEC rules before approval and watches the trade blotter without adding back-office staff.
Broker-dealers
It archives email, SMS, WhatsApp, LinkedIn and Teams messages in storage that meets SEC Rule 17a-4, and pre-reviews ads against FINRA Rules 2210 to 2215.
Private funds and hedge funds
One audit trail across archiving, trading and employee oversight helps answer investor side letters and due diligence questionnaires.
Firms registering for the first time
Ready-made compliance calendars, policies and workflows help a new adviser or broker-dealer get set up in weeks.
How much does Greenboard cost?
Greenboard does not publish prices: it is sold through a demo request, and the maker states no free plan or trial.
Greenboard has no pricing page, and every call to action books a live demo with its team. It sells users and modules à la carte, so a firm adds only the parts it needs, but no figures are shown. Plans and current prices are on greenboard.com.
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Questions about Greenboard
What is Greenboard?
SEC and FINRA compliance workflows in one system.
Who is Greenboard for?
Greenboard is best for investment advisers, broker-dealers and private funds that want archiving and marketing review in one system.
Is Greenboard free?
No. Greenboard is a paid tool.
Where can I try Greenboard?
On its official website, greenboard.com.
Can I buy Greenboard one module at a time?
Yes. Greenboard says firms can add users and modules à la carte as they grow, instead of buying the whole suite at once. Modules include communications archiving, marketing, employee, firm and third-party compliance, and the price for any mix comes from a demo.
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