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.
-
1
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. -
2
Haast
Haast
Haast is the AI engine for marketing compliance. It deploys intelligent agents that automate manual compliance work - from content review to live website and social monitoring - so teams can move faster without increasing risk. Unlike traditional tools, Haast learns your organization’s risk tolerance and applies it consistently across every asset. Marketers can self-check and fix issues before publishing, while legal teams retain full oversight without becoming a bottleneck. Haast analyzes text, images, PDFs, video, and web content to detect real regulatory and brand risks, then suggests actionable fixes. It supports both pre-publication review and continuous monitoring across websites, social channels, and partner content. By embedding directly into existing workflows, Haast replaces slow, manual approval processes with scalable, automated compliance. -
3
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 -
4
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 -
5
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. -
6
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. -
7
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. -
8
Comma Compliance
Comma Compliance
Comma Compliance is a modern compliance management platform built specifically for capturing and monitoring business communications across today’s messaging channels. It enables organizations to archive communications from platforms like iMessage, WhatsApp, LinkedIn, Gmail, and Bloomberg while maintaining SEC and FINRA compliance. Unlike traditional tools, it uses AI to distinguish between personal and business conversations, ensuring privacy is preserved. The platform also provides real-time monitoring and flags risky or non-compliant language as messages are sent. With seamless integration and no disruption to user habits, Comma Compliance helps firms stay audit-ready and reduce regulatory risk.Starting Price: $33/month -
9
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. -
10
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 -
11
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. -
12
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. -
13
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. -
14
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. -
15
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. -
16
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. -
17
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. -
18
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. -
19
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 -
20
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. -
21
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. -
22
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. -
23
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. -
24
Orangescrum
Orangescrum
Orangescrum is a comprehensive enterprise project and operations management platform designed for organizations that require structured execution, regulatory compliance, workforce optimization, and financial oversight. Built for PSUs, Government departments, Manufacturing enterprises, Construction & Infrastructure firms, ITES, and Shared Services organizations, Orangescrum transforms fragmented operations into a centralized, audit-ready digital ecosystem. By integrating projects, people, approvals, and cost intelligence within one secure command center, Orangescrum enables leadership to maintain strategic alignment, operational discipline, and delivery predictability.Starting Price: $0 -
25
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. -
26
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 -
27
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.
-
28
Praszo Practice
Praszo
Praszo Practice is on-premise practice management software built for audit firms that can't put client data on someone else's cloud. Most practice management tools are SaaS-only, meaning your engagement data and client financials sit on a vendor's servers. For audit firms, that's often a compliance risk they can't take. Praszo Practice runs entirely on-premise, giving your firm full ownership of every byte of client data. No third-party server, no residency ambiguity. Beyond deployment, it closes the gaps that cost audit firms time and margin. Engagement workflows move through structured, trackable stages instead of email chains. Time logging ties directly to budgets and billing, so WIP and overruns are visible before they hurt profitability. Capacity dashboards show partners who's overloaded and who has bandwidth. Every action is captured in an immutable audit trail with role-based access control, so the firm stays inspection-ready. -
29
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 -
30
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. -
31
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. -
32
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 -
33
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. -
34
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. -
35
VakilDesk
VakilDesk
VakilDesk is an AI-powered litigation operations platform designed specifically for Indian law firms and legal professionals. The platform helps manage the entire lifecycle of a legal matter, from intake to final order, within a single workspace. It enables users to track deadlines, hearings, filings, and client updates with structured workflows. VakilDesk uses supervised AI to generate drafts, summaries, and action steps based on court orders and case data. All AI outputs are citation-backed and require human approval before use, ensuring accuracy and compliance. The platform includes features such as limitation tracking, hearing preparation, and automated client communication. By combining AI assistance with audit-ready controls, VakilDesk helps law firms streamline litigation processes and maintain better control over their cases. -
36
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 -
37
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. -
38
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: $39/month -
39
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. -
40
HAQQ
HAQQ
HAQQ is a legal AI and practice management platform designed to help lawyers, law firms, legal teams, businesses, governments, and consumers complete legal work faster. The platform supports drafting, legal research, contract review, risk analysis, matter management, billing, CRM, document management, tasks, time tracking, client portals, and mobile access. HAQQ combines chat, eFirm, mobile apps, eBar, client portal, API, MCP, legal sources, firm knowledge, templates, precedents, clause libraries, playbooks, policies, and matter history in one operating system. Its agentic legal system uses model selection, tool routing, sub-agent orchestration, memory, guardrails, deep reasoning, lookahead, rollback, and human-in-the-loop workflows. The platform includes enterprise-grade security with cross-matter isolation, audit trails, role-based access control, anonymization, GDPR, ISO 42001, ISO 27001, and SOC 2 Type II compliance.Starting Price: $0 -
41
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 -
42
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. -
43
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 -
44
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. -
45
PiNOR EDMS
Rhyton Solutions
PiNOR EDMS is an AI-powered Engineering Document Management System developed by Rhyton, designed to manage complex engineering documentation and workflows across the full lifecycle of EPC (Engineering, Procurement, and Construction) projects. It provides a centralized platform to review, manage, and collaborate on CAD designs, 3D models, and PDF files directly within the system, eliminating the need for external tools while enabling inline commenting, revision tracking, and full document history for complete traceability. It embeds industry-specific workflows for engineering review, approval, and change management, allowing organizations to maintain controlled revisions, structured approvals, and compliance with strict regulatory requirements. It supports real-time collaboration among distributed teams, offering secure access, role-based permissions, and a unified portal where project owners, contractors, engineering firms, and vendors can interact seamlessly. -
46
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. -
47
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. -
48
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. -
49
Lawcentr
Lawcentr Solutions
Lawcentr is a cloud-based legal practice management and legal operations platform built for modern law firms. It helps firms manage matters, clients, documents, court calendars, billing, legal costing, accounting, online payments, HR, payroll, and client collaboration from one secure platform. By replacing disconnected systems and manual processes, Lawcentr improves operational efficiency, financial visibility, compliance, and client experience. Designed for law firms of all sizes, it provides role-based security, reporting and analytics, workflow automation, and a secure client portal. Our mission is to help law firms operate with greater clarity, consistency, and confidence through connected legal, financial, and people operations. Better Operations. Better Law Firms.Starting Price: $50/month -
50
VACEI
VACEI
A modern accounting, audit and corporate services firm. VACEI is a professional accounting, audit and corporate services firm built around a structured digital platform. We deliver accounting, compliance, corporate and audit services end to end by combining experienced professionals with disciplined workflows and purpose-built technology. VACEI's mission is to deliver accounting, audit and corporate services in a way that is structured, transparent and accountable. We remove fragmentation, uncertainty and inefficiency from professional service delivery by combining experienced teams with clear workflows and purpose-built systems. Our focus is on delivering work properly, on time and in line with professional and regulatory standards, while giving clients full visibility without operational burden. VACEI is not a software product and not a marketplace. We are a firm that does the work for you, supported by a secure and structured client portal.Starting Price: 100 euros
