## See why experts choose Greenboard over Star Compliance

## Materially better compliance software

Complete SEC & FINRA Compliance

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.

## Broader Functionality, Better User Experience

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.

## Open AI Architecture

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.

## Best-in-Class Brokerage Feeds

## AI-powered Compliance Calendar

## Most Sophisticated Policy Automation

## AI-powered Code of Ethics Automation

## Observable AI Architecture

## Leading Communications Archiving & Supervision

## AI-powered Marketing Reviews

## Automatically Generated Trade Blotter

## Automated Vendor Due Diligence

## KYE/Code of Ethics

## Audit and Document Logs

## Conflict of Interest Reporting

Table above accurate as of 06/05/2025

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

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

"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."

— Doug Thalhammer  
CCO, FSG

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

— Adam Boyer  
CCO & COO, JMG Financial Group

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

— Brook Powers  
CEO, Fiduciary Financial

“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.”

— Maranda Leonard  
Director, Risk Management, S2 Capital

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