+
+

Related Products

  • Shape Software
    133 Ratings
    Visit Website
  • Process Street
    1,105 Ratings
    Visit Website
  • 8am
    1,110 Ratings
    Visit Website
  • CompUp
    66 Ratings
    Visit Website
  • Jscrambler
    38 Ratings
    Visit Website
  • Predict360
    18 Ratings
    Visit Website
  • Captain Compliance
    90 Ratings
    Visit Website
  • myACI
    471 Ratings
    Visit Website
  • FuelCloud
    28 Ratings
    Visit Website
  • Bravo POS for Gun Stores
    76 Ratings
    Visit Website

About

Greenboard is a cloud-based, AI-powered platform that acts as a unified operating system for regulatory compliance under the SEC and FINRA for financial firms. It consolidates what are often multiple fragmented tools into a single dashboard that handles archiving and communications supervision, firm- and employee-level compliance workflows, third-party/vendor compliance, marketing content reviews, trade-testing, and books/records management, and full audit-ready recordkeeping. Leveraging its built-in “Greenboard Go” AI engine, which connects to all firm data, it automatically scans for risks, flags compliance issues, and helps enforce consistent internal policies. Its interface and architecture are designed with usability and security in mind, featuring role-based permissions, enterprise-grade data infrastructure, and SOC2-Type 2 compliance to ensure data privacy and regulatory defensibility.

About

MarketingOne is a user-friendly marketing platform developed by Paragon, designed to control and streamline marketing processes, thereby saving time and money while ensuring compliance. The platform offers operational excellence in marketing operations, bundling extensive knowledge to provide ease of use and continuous improvements, keeping it up-to-date. MarketingOne is versatile and modular, enhancing the efficiency of marketing efforts from planning and execution to evaluation. It allows the coordination of marketing materials nationally and internationally, with provisions for local adaptations. The platform facilitates collaboration across organizations, enabling rapid responses to changing circumstances and integration of all communications, with the flexibility to modify and add processes as per business requirements. It provides transparency through centralized management insights into costs, leading to a more effective marketing operation.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Financial firms looking for a solution to manage SEC/FINRA compliance, automate oversight, and maintain audit-ready recordkeeping across all functions

Audience

Multinational corporations in need of a tool to streamline their marketing operations across diverse regions

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Greenboard
Founded: 2023
United States
www.greenboard.com

Company Information

MarketingOne
Founded: 1995
Netherlands
www.marketingone.eu/platform

Alternatives

Alternatives

Categories

Categories

Integrations

No info available.

Integrations

No info available.
Claim Greenboard and update features and information
Claim Greenboard and update features and information
Claim MarketingOne and update features and information
Claim MarketingOne and update features and information