Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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