Greenboard

Greenboard is an innovative compliance management solution designed specifically for financial institutions such as fintechs, private funds, and wealth managers. Founded in 2023 by Dave Feldman and Edward Schembor, Greenboard aims to revolutionize how regulated investment firms handle their compliance needs. The platform brings together essential compliance tools and processes that were previously managed through multiple outdated software solutions, offering a comprehensive, AI-driven approach to financial compliance and operations.

Greenboard is a modern financial compliance software platform that consolidates core compliance functionality for regulated investment firms into a single AI-powered system. It offers tools for communications archiving, code of ethics management, exception reporting, risk assessment, task management, marketing compliance, and more. Greenboard aims to simplify compliance processes, reduce costs, and leverage AI to identify risks more effectively.

Highlights:

• Founded in 2023 by Dave Feldman and Edward Schembor
• AI-driven approach to financial compliance
• Consolidates multiple compliance tools into one platform
• Cloud-based operating system
• Improved risk detection and compliance management

Key Features:

• Integrated Compliance Tools
• AI-Assisted Risk Detection
• Cloud-Based Operating System
• Exception Reporting & Forensic Testing
• Marketing & Product Compliance

Benefits:

• Reduces costs and complexity by consolidating tools
• Improves risk detection with AI assistance
• Provides easy access and updates with cloud-based system
• Streamlines compliance processes
• Facilitates regulatory reporting

Use Cases:

• Investment Advisor Compliance
• Fintech Compliance Management
• Employee Oversight
• Regulatory Reporting
• Marketing Compliance