Greenboard Howto

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Greenboard is a modern, AI-powered financial compliance software platform that consolidates core compliance functionality for regulated investment firms onto a single, user-friendly system.
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Profile of Greenboard
Overview
Analytics
What is Greenboard
Features of Greenboard & Use Cases

How to Use Greenboard

Request a demo: Visit greenboard.io and click 'Request a demo' to schedule a product demonstration
Sign up for an account: After the demo, sign up for a Greenboard account to access the platform
Log in to the platform: Go to my.greenboard.io and log in with your credentials
Set up compliance tools: Configure tools like communications archiving, code of ethics, and exception reporting
Import relevant data: Upload or connect data sources to aggregate compliance-related information
Create exception reports: Use the platform to build and run exception reports for compliance monitoring
Manage tasks and calendar: Utilize the task management and calendar features to track compliance activities
Review marketing materials: Use the marketing compliance tools to review and approve marketing content
Generate compliance reports: Create reports on compliance activities and risk assessments as needed
Collaborate with team: Invite team members and use collaborative features to manage compliance together

Greenboard FAQs

Greenboard is a financial technology company that provides modern financial compliance software. It offers an AI-powered platform to handle management of financial firms' compliance programs and back office processes.