Greenboard
Modern AI-powered compliance platform for SEC and FINRA registered firms
Updated May 29, 2026
Connect CurrentClient to Greenboard to automatically forward every text message into your Greenboard archive for books and records compliance.
Who is Greenboard?#
Greenboard is a modern compliance platform for SEC and FINRA regulated firms used by more than 500 financial institutions. It bundles archiving of email, SMS, social media, and websites with marketing review, books and records, employee compliance, and AI-driven supervision in a single interface.
What you'll need#
Your Greenboard journal destination email address. You can find it in your Greenboard portal or ask your Greenboard account team.
Connect Greenboard#
Open the Greenboard setup screen and paste in your journal address.
For background on why archiving is required, see the archiving overview and the setup archiving guide.