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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Greenboard is an innovative, cloud-based platform that harnesses AI to serve as a comprehensive operating system for regulatory compliance tailored to the requirements of financial firms governed by the SEC and FINRA. By merging various often-disparate tools into a cohesive dashboard, it efficiently manages essential functions such as archiving, supervision of communications, compliance workflows at both the firm and employee levels, vendor compliance, marketing content assessments, trade testing, and meticulous record-keeping that is audit-ready. Utilizing its proprietary “Greenboard Go” AI engine, which seamlessly integrates with all data within the firm, it proactively identifies risks, highlights compliance discrepancies, and aids in maintaining uniform internal policies. The platform's user interface and underlying architecture prioritize both usability and security, incorporating role-based access controls, robust data infrastructure, and adherence to SOC2-Type 2 standards to protect data privacy and ensure compliance with regulatory requirements. Furthermore, this comprehensive approach not only streamlines operations but also fortifies the organization’s defenses against potential compliance violations.

Description

Whether you're regulated by the SEC or FINRA, CFTC or IIROC, Patrina’s TOTALARCHIVETM digital communications archiving solution meets the strict requirements of your regulating authority. Our archiving solutions are perfectly aligned with the strict mandates of your regulatory authority. Patrina gives you the tools to: Access your communications quickly and easily with Capture, Supervise Archives. Respond quickly and efficiently when an examiner asks for information. Reduce the risk of non-compliant communication. Easy and quick onboarding No automatic renewal of annual contracts No unexpected price increases You can find the solutions you need for regulatory compliance. When you need them. As long as you require it No fluff. No fat. Just powerful muscle of compliance.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Amazon Web Services (AWS)
Dropbox
Google Drive
Microsoft SharePoint

Integrations

Amazon Web Services (AWS)
Dropbox
Google Drive
Microsoft SharePoint

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Greenboard

Founded

2023

Country

United States

Website

www.greenboard.com

Vendor Details

Company Name

Patrina Corporation

Founded

1993

Country

United States

Website

patrina.com

Product Features

Compliance

Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation

Product Features

Archiving

Access Control
Data Deduplication
Document Management
Email Archiving
Multimedia Archiving
Retention Management
Storage Management
Version Control
Web Archiving
eDiscovery

Email Archiving

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

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