Alternatives to Greenboard
Compare Greenboard alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Greenboard in 2026. Compare features, ratings, user reviews, pricing, and more from Greenboard competitors and alternatives in order to make an informed decision for your business.
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Shape Software
Shape Software
Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects. Start growing your revenue with Shape's suite of services today. -
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IntelligenceBank
IntelligenceBank
IntelligenceBank is a marketing operations platform that helps enterprise teams streamline digital asset management, marketing workflows, brand governance, and compliance. With features like a secure DAM, customizable approvals, online brand guidelines, dynamic forms, and audit trails, IntelligenceBank enables faster time-to-market while ensuring brand consistency and regulatory compliance. Used by leading organizations in financial services, healthcare, franchising, and government, IntelligenceBank integrates with creative, CMS, and enterprise tools to centralize content, automate processes, and reduce risk across marketing operations.Starting Price: $567/month -
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Ziflow
Ziflow
Ziflow helps creative teams deliver exceptional work. Our creative collaboration platform streamlines feedback on any creative asset from concept to delivery. With over 1,200 file types supported, SOC2 compliance and capabilities like automated workflow, version management and integrations with leading project management solutions, it's the first choice for organizations looking for the best enterprise online proofing solution. Our customers include Showtime, Splash Worldwide, AWS, Hilton, Weber Grills, WeatherTech, Olly and Everyday Health.Starting Price: $9.00/month/user -
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RegEd
RegEd
The industry’s most comprehensive compliance management platform, trusted by more than 80% of top financial services firms. The only unified solution to manage the full lifecycle of agent and advisor onboarding and compliance, delivering a seamless user experience and “clear to sell” signal for your distribution partners. Efficiently manage requirements from FINRA, SEC, state DOI and other regulators of the financial services industry. Including Advertising Review, Conflicts of Interest, Branch Audits and more. Everything you need to be aware of, comply with, and demonstrate compliance with relevant regulatory changes, including managing impact on your firm’s policies and procedures. The leading provider of Compliance Education, Product Training and Annual Compliance Programs, RegEd delivers more than one million CE courses and insurance certificates each year. -
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Red Marker
Red Marker
Red Marker is an AI-powered marketing compliance software designed to streamline the review process of advertising and marketing content. It assists legal and compliance teams in identifying potential legal and brand risks within documents, enabling efficient scaling of content reviews to ensure compliance. The platform offers capabilities such as document scanning, web content monitoring, and customizable risk detection tailored to industry-specific requirements, including regulations from bodies like the Financial Conduct Authority (FCA) and the Financial Industry Regulatory Authority (FINRA). Red Marker integrates with various tools to enhance productivity and project management, providing real-time feedback through platforms used daily by marketing and legal professionals. By automating critical compliance tasks, such as checking for disclosures, and disclaimers, and maintaining brand consistency, Red Marker promotes more efficient workflows, ensuring compliant content. -
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PerformLine
PerformLine
PerformLine empowers leaders with a first-line of defense solution to mitigate compliance risk across consumer touchpoints including web, voice, chat, email and social. By combining scalable technology with a proprietary rule engine, PerformLine automates the path to discover, monitor and mitigate compliance risks and ensure brand safety. Automatically discover, score, and continuously monitor your brand across millions of web pages, including content sites, search, lead generation, merchants, and partners for regulatory and brand compliance. PerformLine finds and alerts you to potential compliance and brand issues that pose a risk in your marketing and sales channels, quickly and efficiently. Extensive workflow management brings order to your compliance program to drive faster resolutions to potential regulatory and brand violations. Deep intelligence on the channels, partners and reps you monitor to make proactive, data-driven decisions to move your business forward, compliantly. -
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Skematic
Skematic
Skematic is a pioneering workflow management solution that seamlessly integrates people, processes, and systems, offering compliance teams a more efficient way of working. It provides a comprehensive framework for regulatory compliance, encompassing key components such as policy management, task and activity oversight, case management, and reporting. By anchoring controls and remediation frameworks in foundational policies, Skematic ensures that compliance programs are well-structured and effective. It facilitates the implementation of risk-based controls, fostering a continuous surveillance and feedback loop that keeps teams informed and processes on track. Centralized case management allows for unified issue resolution, integrating workflow participation and third-party systems to streamline remediation efforts. Advanced reporting features, including visualizations, Gantt charts, and comprehensive program overviews, empower teams with accessible and complete insights. -
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Warrant
Warrant
Warrant is a tool that simplifies marketing compliance & tackles rising regulatory scrutiny head-on to prevent issues as fintechs scale. We believe the most creative marketing happens when you play by the rules. Warrant automates the entire marketing compliance & stakeholder review process so you can get back to what you do best — marketing.Starting Price: $50/seat/month -
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Streamline AI
Streamline AI
Streamline AI is an intelligent intake, triage, and workflow automation platform built for in-house legal teams. It provides self-help services at your specific direction and is not a law firm or a substitute for an attorney or law firm. The platform offers features such as AI-powered contract review, workflow automation, matter management, analytics and reporting, and integrations with existing tools. Streamline AI's no-code tool allows you to easily create custom intake forms that dynamically adapt to user responses, automatically routing requests based on the provided answers to fast-track the review and approvals process. It consolidates all requests into one source of truth for efficient management of legal matters from start to finish, providing real-time visibility into request types, the latest review steps, and approval status. The platform also boosts collaboration between legal teams and business stakeholders with a central hub for all request details, comments, etc. -
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Luthor
Luthor.ai
Luthor is a modern compliance platform built specifically for small and growing RIAs who want automated, audit-ready compliance without the cost of a full compliance department. Its AI engine proactively scans marketing content across email, social media, websites, and client communications—flagging risks and suggesting compliant alternatives before anything goes live. Advisors can manage disclosures, outside activities, gifts, and attestations in one unified dashboard with automated conflict checks and instant certifications. Luthor includes a robust library of pre-built, customizable policies covering ethics, cybersecurity, AML, and more, so firms never have to start from scratch. SEC-compliant archiving and WORM-based storage keep every record protected and audit-ready at all times. With enterprise-grade security, automated monitoring, and real-time support, Luthor removes the stress of compliance so advisors can focus on growing their firms. -
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Intapp Employee Compliance
Intapp
Intapp Employee Compliance makes it easier for your firm to monitor employees’ financial interests and outside activities, adhere to internal code of ethics policies, and track required documentation. Help your professionals follow firm and regulatory requirements and make it simpler for your compliance team to review and manage everyone’s activities. Give employees the tools they need to easily comply with firm policies. Verify information with normalized data and flagged discrepancies. Automatically notify employees when actions are required and track progress. Support timely action and approvals with workflows and notifications. Provide comprehensive histories for firm management and regulators. Create a hub for staff to track and receive approval for regulated activity. Combine employee compliance with your existing HR and trading systems. Provide role-based, centralized data views and dynamic reporting tools. -
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NRS ComplianceGuardian
National Regulatory Services
If you’re regulated by the SEC and or FINRA, compliance keeps your doors open while the burden of being in compliance drags at the bottom line. ComplianceGuardian™ combines best-in-class compliance software, latest expert content, education and consulting to efficiently keep your firm in compliance today and as regulations change. The robust ComplianceGuardian™ software platform was developed under the guidance of, and is continually maintained by, our deeply experienced compliance professionals. With direct experience in the private sector and regulatory bodies they bridge the divide between your business needs and regulatory requirements and help firms like yours remain in compliance while minimizing undue burden on business processes. These same experts are available to support you, so you never have to work completely on your own, unnless you want to. Firms of all sizes choose ComplianceGuardian™ to cover their compliance fundamentals. -
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Kadince
Kadince
Kadince is a comprehensive software solution designed to streamline community involvement and compliance management for financial institutions, including banks and credit unions. Its suite of features encompasses donation and sponsorship management, event planning, volunteer service tracking, and Community Reinvestment Act (CRA) compliance. By centralizing these functions, Kadince enables institutions to efficiently manage community engagement efforts, ensuring compliance and maximizing their positive impact. The platform offers customizable smart forms, automated workflows, and detailed reporting tools, facilitating seamless data collection, approval processes, and performance analysis. With a user-friendly interface and scalable pricing tailored to the institution's size and needs, Kadince supports financial organizations in fostering stronger community relationships and achieving their community development objectives. -
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Proofpoint Intelligent Supervision
Proofpoint
Your reviewers don’t need to work harder; they need to work smarter. Intelligent Supervision creates less “noise” for your review teams to monitor and sift through. That means you can pinpoint compliance violations faster and more accurately. Proofpoint NexusAI for Compliance is an add-on to Intelligent Supervision. With its machine learning models, it can use past reviewer decisions to help significantly reduce your low-value supervision content. Poor monitoring in the supervision process can slow regulatory response. Intelligent Supervision solves this problem in three powerful ways: It identifies bottlenecks, improves collaboration, and boosts productivity to reduce compliance risks. You get rich, visual reporting tools for all your archived content. And armed with actionable intelligence, you’re always at the ready to protect your firm. Intelligent Supervision keeps you ready to respond to regulatory audit requests at a moment’s notice. -
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TOTALARCHIVE
Patrina Corporation
Whether you are regulated by the SEC, FINRA, CFTC, or IIROC, Patrina’s TOTALARCHIVE™ digital communications archiving platform meets the stringent requirements of your regulating body. Our archiving compliance solutions align to perfection with the rigorous mandates set forth by your regulatory authority. With Patrina, you get the tools you need to: Capture, Supervise Archive, and quickly access all your communications 24/7. Respond quickly and efficiently to examiner requests. Mitigate the risk associated with non-compliant communications. Quick and easy onboarding. No auto-renewing annual contracts. No surprise price hikes. Just the regulatory compliance solutions you need. When you need it. For as long as you need it. No fluff. No fat. Just powerful compliance muscle. -
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FirmScribe
FirmScribe
FirmScribe is a secure communication archiving solution designed to help organizations capture, archive, and review iMessage, SMS, and WhatsApp messages from iPhones and deliver that data to existing compliance archives to meet SEC and FINRA message-archiving regulations. Since 2017, it has onboarded tens of thousands of devices and captured billions of Apple messages, all while preserving users’ native messaging experience and phone numbers with no separate app or number required, making compliance seamless for admins who can easily add, remove, and track enrolled users. FirmScribe offers intuitive administration, centralized data collection, and built-in safeguards to prevent compliance gaps, including historical message capture and support for federated authentication, proactive alerting, and bulk user onboarding; WhatsApp capture is included at no extra charge. FirmScribe also provides specialized products like SELECTCapture to archive only business message threads. -
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Sprinklr
Sprinklr
Sprinklr is an AI-native Unified Customer Experience Management (Unified-CXM) platform designed for global enterprises. It brings together marketing, social, customer service, and insights into one centralized system. Sprinklr helps organizations understand customers by analyzing millions of conversations across digital and social channels in real time. Its AI-powered capabilities enable teams to automate engagement, extract insights, and deliver consistent experiences across touchpoints. The platform supports omnichannel marketing orchestration, social listening, and enterprise-grade customer service. Built-in AI copilots and agents improve productivity and decision-making for customer-facing teams. Overall, Sprinklr helps brands deliver empathetic, data-driven customer experiences at scale. -
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MarketingOne
MarketingOne
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. -
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Filestage
Filestage
Filestage is the enterprise-ready online proofing software that helps teams to get their work reviewed and approved faster. Filestage streamlines, organizes and automates feedback on files throughout the proofing process, while reducing errors and ensuring compliance guides are met. Enable colleagues and clients to view and annotate files in real-time for marketing campaigns, video production, website design, product catalogues or anything else - and to approve files when they are complete. This makes Filestage a perfect fit for creative agencies as well as marketing teams of small, medium and enterprise companies. With customers such as Sixt, Lufthansa, NBC Universal, Sharp, GroupM and many more, over 530k users worldwide have uploaded and proofed more than 5.2m files with Filestage.Starting Price: €89.00/month -
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Plexus
Plexus
Empowered by AI and backed by best-in-class lawyers, Plexus enables everyone in your business to get their legal work done fast, accurately, and with full compliance. Plexus Contract Management is more than just a place to keep your documentation. Renewal reminders, negotiation, e-Signatures, and powerful search and summarisation mean your documentation becomes an asset - not just a pile of papers. AI-enhancement keeps you in the driver's seat, but with the tools and insights you need to work faster and smarter. Supply Plexus the details of your next trade promotion and we'll deliver fully compliant terms and conditions, signed off by an expert lawyer, within 24 hours. We can also apply for any applicable permits, handle draws and winner notifications, and anything else you need to run your promotions with minimal fuss. -
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Smarsh
Smarsh
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. -
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RegAlytics
RegAlytics
RegAlytics uses proprietary technology to gather and structure regulatory data, which our regulatory experts further enrich. Our platform is listed in the FINRA verified compliance vendor directory, and our clients range from the New York Stock Exchange/Intercontinental Exchange to smaller financial consulting and FinTech firms. We've noticed, countless times, institutions getting surprised by a fine or a rule and spending millions to address it, only to find that the rules have changed and they get fined again for something else that wasn't on their radar. That's why we've developed RegAlytics: so that risk and compliance teams everywhere can access the most comprehensive and timely feed of regulatory updates possible. Other solutions cover roughly 70-100 regulators, and are prohibitively expensive, cumbersome to use, and full of duplication and noise. -
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ZYNO Audit
Elite Mindz
ZYNO Audit is an AI-powered audit and compliance management platform designed to streamline expense auditing and regulatory oversight. It automates expense tracking, anomaly detection, and policy compliance checks to reduce manual effort and minimize risk. The system uses machine learning algorithms to detect fraud, flag irregular transactions, and generate detailed audit trails. With built-in compliance tools, organizations can access regulatory templates, automated reporting, and risk assessment modules from a centralized dashboard. ZYNO Audit also provides intelligent expense categorization, budget forecasting, and approval workflow automation to maintain cost transparency. Enterprise-grade security features such as encryption, role-based access control, and automated backups protect sensitive audit data. By combining automation with compliance intelligence, ZYNO Audit helps businesses improve efficiency, reduce operational costs, and strengthen governance frameworks.Starting Price: $7950/year -
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MintMCP
MintMCP
MintMCP is an enterprise-grade Model Context Protocol (MCP) gateway and governance platform that provides centralized security, observability, authentication, and compliance controls for AI tools and agents connecting to internal data, systems, and services. It lets organizations deploy, monitor, and govern MCP infrastructure at scale, giving real-time visibility into every MCP tool call, enforcing role-based access control and enterprise authentication, and maintaining complete audit trails that meet regulatory and compliance needs. Built as a proxy gateway, MintMCP consolidates connections from AI assistants like ChatGPT, Claude, Cursor, and others to MCP servers and tools, enabling unified monitoring, blocking of risky behavior, secure credential management, and fine-grained policy enforcement without requiring each tool to implement security individually. -
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FIS Trading Compliance Manager is a multi-asset, web-based regulatory surveillance and compliance solution designed to help sell-side financial firms detect, monitor, and manage potential trading violations throughout the full order lifecycle by combining alerts with comprehensive market and client data. It provides end-to-end trade surveillance, regulatory reporting, and supervisory controls to support daily review, post-trade analysis, best execution monitoring, and compliance with standards like RegNMS, RegSHO, market manipulation rules, and data requests such as Electronic Blue Sheets (EBS) and OATS, all from a unified, permission-controlled platform that enhances oversight while reducing risk and manual effort. By offering a complete view of orders and trading activity, robust alerting, and integrated data warehousing, the system helps firms streamline compliance workflows, improve execution data quality, support management reporting, and mitigate reputational risk.
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Checkboard
Checkboard
Checkboard helps firms onboard customers quickly and simply. Designed for conveyancing, estate agents, letting agents, law firms, and more, it boosts regulatory compliance through rapid AML checks and comprehensive ID and address verification across global jurisdictions. Using open banking, it enables fast source of funds checks and instant, secure payments. By integrating customer data and third-party solutions, Checkboard allows organisations to develop a more holistic picture of their clients. This means they can conduct PEPs screening and ongoing monitoring, reduce manual labour and paperwork – and ultimately lower overhead costs. This enables firms to identify and isolate risk, remain compliant to legal and regulatory demands, as well as improve customer onboarding, retention, and satisfaction. Checkboard takes the worry out of compliance, so firms can concentrate on growing their business and onboarding new clients.Starting Price: £1.50 -
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COMPLY
COMPLY
COMPLY is a modern compliance management platform built specifically for financial services firms. It centralizes regulatory requirements, automates manual workflows, and helps firms stay ahead of evolving regulations. By uniting data, solutions, services, and education, COMPLY empowers compliance teams to scale operations efficiently while reducing regulatory risk. The platform supports a range of functions—from regulatory filings and policy reviews to managed services—acting as an extension of your team. Designed for private funds, broker-dealers, wealth managers, investment banks, and more, COMPLY ensures firms operate in the best interest of investors and clients. With its easy-to-use interface and expert support, COMPLY delivers confidence, clarity, and control over compliance programs. -
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Ruleguard
Ruleguard
Ruleguard is a leading RegTech platform that empowers financial services firms to streamline their risk and compliance processes. By combining advanced technology with deep regulatory expertise, Ruleguard helps firms effectively manage their obligations under complex frameworks such as CASS, SM&CR, financial crime rules, and broader risk and compliance mandates. Designed for adaptability and scalability, Ruleguard offers out-of-the-box solutions that reduce operational inefficiencies, minimise risk leakage, and align seamlessly with ever-evolving regulatory changes. The platform's intuitive interface allows firms to centralise compliance workflows, automate key processes, and generate actionable insights, ultimately saving time and resources during audits and regulatory reporting. -
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Compliance Star
Thistle Initiatives
Compliance Star is an on-demand compliance software, the right tools for effective monitoring and risk management. Compliance Star offers effective and efficient remote management of FCA Authorised Firms and its operating Units/Agents via real-time data collection and reporting. Compliance Star is a technology-enabled compliance platform that facilitates compliance management, workflow and monitoring of firms authorised by the Financial Conduct Authority (FCA). Compliance Star is underpinned by a ‘fail-safe’, calendar-based task management system. This allows for both automatic and manual setting of tasks, notifies actions, populates deadlines into a calendar, issues reminders and monitors for completion. The platform reduces compliance burden significantly and is currently being used by leading regulatory networks. Enables complete tracking of internal regulatory processes. It provides up-to-date single point data access combined with the ability to produce FCA required reports.Starting Price: £60 per month -
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Bloomberg Vault
Bloomberg
Bloomberg Vault is an integrated compliance and surveillance solution designed to help global financial services firms meet their regulatory obligations and business standards. Vault enables firms to capture, control, archive, reconstruct, and analyze their voice data across the entire trading life cycle on a real time or historic basis. Primarily a premium, enterprise offering with robust capabilities across the compliance workflow, Vault also underpins the entire terminal community with the capture of Bloomberg’s proprietary e-communications and trading data as well as basic archival, surveillance, and search tools for approved reviewers. Allow for timely trade reconstruction by pairing a trade archive solution with the Bloomberg Vault communications storage solution. Access data that is searchable and retrievable from a single console, allowing clear visibility into the entirety of each trade. Review, access and change users’ enablement scope across products and services. -
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ProCal
TMA Systems
ProCal by TMA Systems is an enterprise-grade calibration management software designed to replace paper-based processes with efficient, digital workflows. It helps organizations maintain precision, compliance, and consistency across calibration programs of any scale. ProCal automates calculations, applies tolerances, and instantly flags pass or fail results to minimize human error. The platform generates audit-ready records, certificates, and complete calibration histories to simplify inspections and regulatory reviews. Built for ISO, GMP, FDA, and 21 CFR Part 11 compliance, it supports secure access, electronic signatures, and approval controls. ProCal scales easily from single departments to global enterprises with multi-account and multi-language support. Trusted by leading manufacturers, it delivers a streamlined, paperless approach to calibration management. -
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Kestrelbox
Kestrelbox
Kestrelbox is a wealth management CRM purpose-built for financial advisors. It unifies household-centric client management, AUM tracking, regulatory compliance, and automated communication into a single platform designed to help advisors grow and retain client relationships. Kestrelbox solves a specific problem in wealth management: financial advisors need to track client households, monitor assets under management, maintain FINRA/SEC compliant records, and communicate efficiently with prospects and clients. Traditional approaches require juggling multiple separate tools — CRM systems, compliance archiving services, account aggregation platforms, and SMS providers. Kestrelbox consolidates all of these into one platform with a household-first architecture.Starting Price: $197/month -
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Theta Lake
Theta Lake
Security and compliance for modern collaboration platforms. Empowering enterprises to manage compliance, data exposure, security, and acceptable use risks in what is shared, shown, spoken, and typed during collaboration sessions. Built in the cloud. Fast and easy to deploy integrations. Enable safe collaboration across your distributed locations and dispersed workforce. Align employee video conferencing and collaboration use with your security, risk, and compliance requirements. Adopt strategic use of modern communication platforms, without the worry. Theta Lake provides a purpose-built compliance product suite for automatic policy detection of regulatory risks, compliance workflow, and archiving for video marketing, video conferencing, and audio recordings. With the use of video marketing, video conferencing, video chat, and audio calls skyrocketing along with the intersecting increase in MiFID II, FCA, GDPR, FINRA, FFIEC, and similar regulatory requirements. -
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TrackMyVendor
TrackMyVendor
TrackMyVendor is a cloud-based vendor compliance management platform designed to help small to mid-sized organizations streamline how they track contractor documentation and regulatory compliance. With an intuitive interface and automated alerts, TrackMyVendor replaces spreadsheets and manual email follow-ups for license verification, insurance certificate (COI) tracking, W-9 collection, and document expiration monitoring. Key features include: Centralized compliance repository for vendor documents Automated expiry alerts for licenses and insurance certificates Customizable compliance checklists Role-based access for compliance officers and operations teams Exportable reports for audits and board reviews Integrations with email and calendar reminders TrackMyVendor is ideal for HOAs, property management companies, construction firms, facilities managers, and small procurement teams that need an affordable, easy-to-deploy solution without complex ERP integration.Starting Price: $20/month -
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Corlytics
Corlytics
Corlytics is a global leader in regulatory risk intelligence, helping financial institutions, regulators, and advisors manage compliance through data-driven insights. Headquartered in Dublin, Ireland, with offices in London, New York City, Boston, and Sydney, the company provides regulatory monitoring, taxonomy mapping, and advisory services to streamline compliance processes. By combining legal and regulatory expertise with advanced data analytics, Corlytics delivers actionable intelligence that enables organizations to navigate complex regulatory landscapes efficiently. With a strong focus on innovation, Corlytics continues to develop cutting-edge solutions that support financial firms in mitigating risk and ensuring regulatory compliance. -
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ACA ComplianceAlpha
ACA Group
Build a scalable and resilient compliance program with ComplianceAlpha, our regulatory technology software platform supported by managed services. Achieve better outcomes and economies of scale with integrated technology and managed services. A comprehensive compliance program is critical not just to protecting your business – but to growing your business. See how ComplianceAlpha is helping over 800 leading financial services firms around the world build better GRC programs. Build a more resilient and comprehensive compliance program. ComplianceAlpha integrates risk and compliance activities, surveillance and monitoring, testing, and analytics in one platform to provide you with a unified view of risks and behavior across your firm. We pool our collective expertise across regulatory compliance, cybersecurity, performance, ESG, and technology to design, develop, and deliver valuable and timely solutions to your most pressing challenges. -
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OneTrust Data & AI Governance
OneTrust
OneTrust's Data & AI Governance solution is an integrated platform designed to establish data and AI policies by consolidating insights from data, metadata, models, and risk assessments, providing comprehensive visibility into data products and AI development. It accelerates data-driven innovation by increasing the speed of approval for data products and AI systems. The solution enhances business continuity through continuous monitoring of data and AI systems, ensuring regulatory compliance, effective risk management, and reduced application downtime. It simplifies compliance by centrally defining, orchestrating, and natively enforcing data policies. Key features include consistent scanning, classification, and tagging of sensitive data to ensure the reliable application of data governance policies across structured and unstructured sources. It promotes responsible data usage by enforcing role-based access within a robust data governance framework. -
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BitAML
BitAML
BitAML is an advisory firm that offers AML compliance services specifically to cryptocurrency financial institutions facing these challenges. We are comprised of experienced and capable AML compliance experts with a thorough understanding of regulatory nuance at every level of government. While there are many firms in the financial compliance space, BitAML is unique in that it specializes in developing holistic, customized AML compliance regimes specifically for cryptocurrency concerns. We are thorough and leave no regulatory stone unturned. We offer a suite of products and services designed to make it easier for business owners to implement and update AML compliance policies, procedures, and protocols efficiently and accurately as they grow. We serve businesses including bitcoin ATM/kiosk operators, crypto exchanges, individual traders, trading platforms, hedge funds, crypto-cannabis, and others. -
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PageProof
PageProof
PageProof is a powerful online proofing platform that makes reviewing and approving work feel effortless 💚. We are the only fully encrypted online proofing solution that offers native integrations into all your design, communication, and project management tools. Files of any kind - Adobe CC, Microsoft Office, web banners, movies, emails, and more - can be securely shared with your team in just a few clicks. PageProof offers smart tools to gather feedback centrally on work, automate workflow, and make sure everything is pixel perfect. Because PageProof gives unlimited team members a voice, you can collaborate seamlessly with your team and beyond, no matter where they are, at no additional cost – making feedback welcome.Starting Price: Free for reviewers -
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DALIM ES Digital Asset Management
DALIM SOFTWARE
Digitize simple steps today, add complex creative production processes as you grow, all with one easy-to-implement, easy-to-scale, automated workflow solution. We have been designing innovative productivity workflow and communication software for over 30 years. Our long-standing customers serve as proof that DALIM SOFTWARE grows and adapts with your business. Our team of internationally diverse developers streamlines business processes from our headquarters in Kehl, Germany, just across the Rhine from Strasbourg, France. Our multilingual Customer Support team spans the globe to respond more quickly to our global customers. We're a “Made in Germany” brand that values streamlined efficiency and a European perspective on creative design. We take pride in our international team and our award-winning culture of anticipation and innovation. A heritage of rich media production and sophisticated workflows.Starting Price: $5000.00/year/user -
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Fintel Connect
Fintel Connect
Fintel Connect is a leading growth marketing solution tailored for the financial industry, aiming to support the banking and financial ecosystem with tools and insights that enable them to better reach future customers and deliver the right products to the right audiences in a compliant and cost-effective way. Their technology solutions are built to help financial institutions overcome the most challenging barriers to achieve, and exceed, their growth. Fintel Connect offers a complete partnership solution and a specialized network of affiliates and influencers, an AI-powered monitoring tool to protect your brand and keep it content-compliant, and a complete customer journey tracking and analytics tool for transparency on marketing results. With over 20 years in performance marketing, they serve 85+ financial brands and have a network of 5,000+ financial affiliates and influencers. -
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MIK Data Warehouse
MIK Fund Services
As an asset manager you need access to information about your past, current and future investments, including performance, exposure, attribution, risk, transactions, regulatory filings, etc. Our data warehouse empowers a firm to consolidate any portfolio-related data in a single location. The proper storage of this data is the first step toward building the foundation of an integrated view of all of the firm's information so better decisions can be made. MIK’s centralized data repository creates a company-wide standard for your data and provides powerful investment decision support and a historical warehouse to support your audit and compliance requirements. -
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Vaultody
Vaultody
Vaultody is a B2B SaaS platform delivering institutional-grade, non-custodial digital asset infrastructure for businesses operating across crypto and blockchain markets. Built on Vaultody’s in-house developed MPC (Multi-Party Computation) technology, the platform enables secure, resilient, and policy-driven digital asset operations while eliminating single points of failure and meeting the highest security standards on the market. Vaultody supports Treasury Management, Direct Custody, and Wallet-as-a-Service (WaaS) solutions through a unified, multi-chain environment designed for enterprise-scale operations. Organizations manage digital assets using role-based access controls, approval workflows, transaction policies, and audit-ready governance to ensure operational integrity and compliance. Vaultody serves financial institutions, fintechs, exchanges, payment platforms, hedge funds, venture capital firms, asset managers, and digital asset businesses.Starting Price: $166 -
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Intelligize
Intelligize
Intelligize™ is the leading provider of best-in-class content, exclusive news collections, regulatory insights, and powerful analytical tools for compliance and transactional professionals. Intelligize offers a web-based research platform that ensures law firms, accounting firms, corporations and other organizations stay compliant with government regulations, build stronger deals and agreements, and deliver value to their shareholders and clients. Headquartered in the Washington, DC metro area, Intelligize serves Fortune 500 companies, including Starbucks, IBM, Microsoft, Verizon and Walmart, as well as many of the top global law and accounting firms. In 2016, Intelligize became a wholly-owned subsidiary of LexisNexis®, a leading global provider of content-enabled workflow solutions designed specifically for professionals in the legal, risk management, corporate, government, law enforcement, accounting and academic markets. -
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Meridian
Meridian
Meridian is an AI-powered CRM and deal-management system built specifically for private-markets investment teams, enabling firms to source deals thematically, manage pipelines, and centralize firm-wide data. It combines native workflows for every level, from associates to partners, so teams can track opportunities, streamline pre-investment-committee collaboration, benchmark potential deals against both internal and public data, and deploy insights via a built-in AI assistant. Users benefit from automated enrichment of company and contact records, email forwarding to capture meeting notes without logging in, and an intuitive mobile/web front end designed to drive adoption across the firm. Meridian supports robust permissions, multi-fund structures, and enterprise-grade security (including SOC 2 compliance) to safeguard sensitive investment data. -
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OneAdvanced Legal
OneAdvanced
OneAdvanced Legal is a cloud-native software portfolio designed to power modern law firms across the UK and Ireland. It helps firms streamline daily operations, improve productivity, and focus on delivering exceptional client service. Built on over 37 years of legal sector expertise, the platform combines practice management, finance, compliance, and optional embedded AI in one secure environment. OneAdvanced Legal is trusted by 86% of the UK’s Top 200 law firms and supports tens of thousands of legal professionals every day. The software is designed to meet UK-specific regulatory requirements, providing peace of mind and compliance by default. With UK-based support available 24/7, firms receive expert guidance whenever they need it. The platform scales with firms of all sizes, supporting growth, efficiency, and long-term success. -
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Fable
Fable
Fable Security is an AI‑powered human risk management platform that transforms employees from targets into your first line of defense by assessing individual risk profiles, shaping security behavior, and ensuring compliance through targeted training and simulations. Its assess risk module synthesizes data on role, access, and behavior to pinpoint vulnerability hotspots, while shape behavior delivers adaptive, bite‑sized interventions on security hygiene, data handling, and social engineering to shrink error rates. The Ensure Compliance suite runs modern training programs, phishing simulations, and policy modules with audit‑ready reporting that streamlines regulatory requirements. A unified dashboard aggregates analytics on risk scores, behavior metrics, and compliance status, enabling teams to visualize progress, set goals, and demonstrate ROI. -
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SmartRIA
Smartria
Our advanced compliance software solutions serve both complex compliance organizations and small RIA compliance teams. The SmartRIA platform is designed to address the needs of compliance consultants, compliance officers, operations teams, investment advisors, wealth and asset managers, and the staff who support them. SmartRIA helps firms like yours thrive. Need a solution that oversees hundreds of professionals and grows with you? SmartRIA is the most scalable RIA compliance management platform in our industry. Be confident that your cyber-defense policies and operations will protect the sensitive client data your firm is entrusted with thorough professional testing and documentation. Use Smartria to implement solid documentation strategies and a culture of compliance to ensure that your processes are the most efficient and transparent they can be. The Smartria platform is a powerful RIA compliance management tool that is already assisting more than 2,400 firms. -
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Prima.Law
Brevort River Studios
Start taking electronic payments now and simplify your recordkeeping. Automate payment plans, and instantly send invoices for clients to pay online! Signing up is easy, and there is no monthly fee. Send Text Messages with Images directly to your client from Prima.Law. Never give out your personal number again! Get Paid with PrimaPay! Send invoices for clients to pay online, take payments in the office or set up autopay on a payment plan. No monthly fee! Prima.Law now includes a calendar for tracking deadlines, reminders and appointments. Role-based permissions. You can now limit who has access to the billing information in your cases. Chrome Extension, immigration attorneys can interact with government agency websites to retrieve useful client data. Sharpen your firm’s operations with the ability to invoice, collect, and manage payments all from within the Prima.Law platform. -
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ProActivity Suite
Dakota Software
Fueled by an EHS Regulatory Library, ProActivity provides guidance and insight where and when it’s needed. Tasks assigned by user, role, or function with automated alerts and notifications. Decision-Tree-LogicSM guides in creation of compliance profiles. Constantly enriched regulatory requirements and audit protocols. Plain-language overviews provide a consistent knowledge base. Dashboards provide roll-up visibility into global compliance status. Configurable locations, forms, dashboards, and alerts. Permission-based access by User Profile & Personality. System and user-defined data views & dashboards. Configurable Home Screen with one-click data access. Consolidate Action Items originating from compliance requirements, audit findings, incidents, and other events, and provide real-time visibility into compliance status and EHS performance.