Financial Advisors

Greenboard 💚 Financial Advisors

Overview

All-in-One Compliance OS

Retire point solutions and run archiving, marketing, trading, and employee oversight on one AI-powered platform built for advisors. ​

Marketing Review in Minutes

AI pre-checks content against SEC rules, so disclosures are right the first time and approvals fly through.

Comprehenisve Archiving

Every communication, action, comment, and approval is captured in a WORM-compliant archive you can export easily.

Zero-Click Trade Monitoring

Continuous blotter surveillance flags front-running and best-execution gaps without adding back-office headcount.

Seamless Broker Feeds

Connect brokerage accounts instantly via CFPB 1033 APIs and eliminate manual statement uploads.

Future-Proof Architecture

Continuous platform updates keep you ahead of new SEC rules—no disruptive migrations ever again.

[Learn the how and why of Greenboard in 15 minutes

**Book a Live Demo**

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Start booking

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