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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Digitize simple tasks today and add creative production processes as your business grows. All this with one automated workflow solution that is easy to implement, scale, and easy to use. Since over 30 years, we have been creating innovative productivity workflows and communication software. DALIM SOFTWARE is able to grow and adapt with your business thanks to our long-standing customers. Our international team of developers streamlines business processes at our headquarters in Kehl (Germany), just across the Rhine to Strasbourg, France. Our multilingual Customer Support team spans across the globe to provide faster response to global customers. We are a "Made in Germany” brand that values efficiency and a European view on creative design. We are proud of our international team and our award-winning culture that encourages anticipation and innovation. Rich media production and sophisticated workflows are part of our heritage.

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.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$5000.00/year/user
Options to enhance the capabilities and concurrent users
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

DALIM SOFTWARE

Founded

1985

Country

Germany

Website

www.dalim.com

Vendor Details

Company Name

Greenboard

Founded

2023

Country

United States

Website

www.greenboard.com

Product Features

Digital Asset Management

Asset Categorization Yes 
Asset Library Yes 
Asset Sharing Yes 
Brand Control No 
Customizable Branding Yes 
File Conversion No 
Metadata Management Yes 
Mobile App No 
Reporting/Analytics Yes 
Search Within Document No 
Search/Filter Yes 
Version Control Yes 
Watermarking No 
Workflow Management Yes 

MRM

Activity Planning No 
Analytics / ROI Tracking No 
Approval Workflow No 
Brand Management No 
Budgeting & Forecasting No 
Content Management No 
Digital Asset Management No 
Expense Management No 
Marketing Calendar No 
Strategic Planning No 

Online Proofing

Audit Trail No 
Due Date Tracking No 
File Sharing No 
Markup Tools No 
Role-Based Permissions No 
Status Tracking No 
Version Control No 

Workflow Management

Access Controls/Permissions No 
Approval Process Control No 
Business Process Automation No 
Calendar Management No 
Compliance Tracking No 
Configurable Workflow No 
Customizable Dashboard No 
Document Management No 
Forms Management No 
Graphical Workflow Editor No 
Mobile Access No 
No-Code No 
Task Management No 
Third Party Integrations No 
Workflow Configuration No 

Product Features

Compliance

Archiving & Retention No 
Artificial Intelligence (AI) No 
Audit Management No 
Compliance Tracking No 
Controls Testing No 
Environmental Compliance No 
FDA Compliance No 
HIPAA Compliance No 
ISO Compliance No 
Incident Management No 
OSHA Compliance No 
Risk Management No 
Sarbanes-Oxley Compliance No 
Surveys & Feedback No 
Version Control No 
Workflow / Process Automation No 

Alternatives

Alternatives