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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

Smarsh is an AI-powered communications intelligence platform built for regulated industries. It captures, stores, and monitors communications across voice, email, mobile, chat, video, and emerging digital channels at scale. Designed to meet strict regulatory requirements, Smarsh helps organizations comply with SEC, FINRA, MiFID II, FCA, and global recordkeeping standards. Advanced AI analytics surface risks, uncover insights, and identify patterns hidden within massive volumes of communications data. The platform enables proactive risk mitigation by detecting issues such as insider trading, misconduct, and data misuse early. Its cloud-native architecture delivers hyperscalability, performance, and enterprise-grade security. Smarsh turns communications data into actionable intelligence that strengthens compliance and decision-making.

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

Smarsh is designed for regulated organizations—including financial services firms, large enterprises, and public sector agencies—that require secure, AI-powered communications compliance and intelligence at scale

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

Smarsh
Founded: 2002
United States
www.smarsh.com

Alternatives

Alternatives

Categories

Categories

Email Archiving Features

Access Control
Backup Management
Compliance Management
Data Deduplication
Data Export
eDiscovery
Encryption
Retention Management
Storage Management
Threat Protection

eDiscovery Features

Case Analytics
Compliance Management
Discussion Threads
Document Indexing
Document Tracking
Full Text Extraction
Keyword Search
Metadata Extraction
Topic Clustering

Integrations

Constant Contact
Facebook
Google Workspace
LinkedIn
Microsoft OneDrive
Microsoft Outlook
Microsoft SharePoint
Microsoft Teams
Moxo
MyRepChat
Salesforce Agentforce Marketing
Skype
Slack
Sprinklr Social
Squarespace
Symphony
Vimeo
WhatsApp
Zoom
Zoom Team Chat

Integrations

Constant Contact
Facebook
Google Workspace
LinkedIn
Microsoft OneDrive
Microsoft Outlook
Microsoft SharePoint
Microsoft Teams
Moxo
MyRepChat
Salesforce Agentforce Marketing
Skype
Slack
Sprinklr Social
Squarespace
Symphony
Vimeo
WhatsApp
Zoom
Zoom Team Chat
Claim Greenboard and update features and information
Claim Greenboard and update features and information
Claim Smarsh and update features and information
Claim Smarsh and update features and information