## See why experts choose Greenboard over Orion Compliance

## Materially better compliance software

Centralize all key compliance functions including archiving, marketing reviews, trade testing, and more. Now you can run your entire compliance program in one place instead of across multiple legacy software solutions.

Human-first design coupled with broad feature functionality and AI assistance. The result is modern software that allows our clients to stay a step ahead of regulators.

Our open AI architecture stands out as the most thoughtful and defensible when regulators come knocking. It also allows you to address compliance risks specific to your business, which is a key regulatory requirement.

## A Quick Summary

Both platforms offer a variety of compliance tools that enable firms to manage their ongoing securities compliance requirements. Greenboard stands alone in feature breadth, usability, and defensibility.

## Trusted by hundreds of leading financial institutions of all sizes

> Backed by top silicon valley venture funds and capitalized for continuous innovation

### Doug Thalhammer
— CCO, FSG

> "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."

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### Adam Boyer
— CCO & COO, JMG Financial Group

> "I can't say they like compliance, but I can tell you that advisors love Greenboard"

### Brook Powers
— CEO, Fiduciary Financial

> "Helps us detect risk and automate more of our compliance program than previously possible...easy to use"

### Conclusion

Greenboard offers a user-friendly and efficient platform for managing compliance in financial institutions, backed by positive testimonials from industry leaders.