Hedge Funds

Greenboard 💚 Hedge Funds

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. ​

Automated Vendor Diligence

AI gathers SOC 2s, sanctions data, and breach history, then scores vendor risk in a single report.

Comprehensive Archiving

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

Portfolio-Speed Surveillance

Best-in-class trade ingestion surfaces front-running or restricted-list violations rapidly.

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.

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