Supported Archiving Integrations | Greenboard Knowledge Base
Supported Archiving Integrations
Last updated 2 months ago
Greenboard supports a wide range of communication platforms to ensure your firm can capture and retain records for regulatory compliance. The list below outlines the channels we currently support. If your provider is not listed, we can usually support it through SMTP journaling as long as the provider offers that option.
Supported Social Media Platforms
Supported Text Messaging Platforms
- SMS (please email support@greenboard.com and we can connect you with the best third party partner for your needs)^
- FirmScribe
- Celltrust
- Zoom Phone
- RingCentral SMS
- MyRepChat
- Telegram
- Intulse
- Redtail Speak
- CurrentClient
- Clerk Chat
- Microsoft Teams SMS
- Office @ Hand*
Supported Online Messaging Platforms
- Microsoft Teams
- Slack ^
- Zoom Chat
- Bloomberg IB (please email support@greenboard.com for these instructions)
- Google Chat
- RingCentral Chat
- Fynancial
Supported Email Platforms
- Microsoft Outlook 365
- Microsoft Exchange
- Google Gmail
- Bloomberg Mail (please email support@greenboard.com for these instructions)
- iCloud Mail
- Zimbra Email
Other Supported Channels
Integration Notes
Some platforms use different connection methods depending on provider requirements or technical limitations. The following markers indicate how the integration functions behind the scenes.
*Platforms marked with one asterisk are supported through RingCentral.
^Platforms marked with a double caret require 17a–4 support.
Adding New Providers
If you want to integrate a platform not shown on this list, Greenboard can typically support it as long as the provider offers SMTP journaling. Your Greenboard representative can confirm feasibility and provide setup instructions.
If you need help determining the right path for a new or existing provider, reach out to us anytime at support@greenboard.com.