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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

FirmScribe serves as a robust communication archiving solution tailored for organizations, enabling them to efficiently capture, store, and review messages from iMessage, SMS, and WhatsApp on iPhones, all while ensuring compliance with SEC and FINRA message-archiving standards. Since its inception in 2017, the platform has successfully onboarded numerous devices and archived billions of messages from Apple, all the while maintaining the users' original messaging experience and phone numbers without requiring any additional applications or phone numbers, thereby simplifying compliance for administrators who can manage enrolled users with ease. The system provides a user-friendly administration interface, centralized data collection capabilities, and built-in protections against compliance oversights, featuring options for capturing historical messages, supporting federated authentication, sending proactive alerts, and facilitating bulk user onboarding, with WhatsApp message capture offered at no additional cost. Additionally, FirmScribe boasts specialized solutions such as SELECTCapture, which allows organizations to focus solely on archiving business-related message threads, enhancing their compliance efforts further. This comprehensive approach ensures that organizations can navigate the complexities of communication archiving with confidence and efficiency.

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

Apple iOS Yes 
Microsoft Azure Yes 
Microsoft Entra Yes 
WhatsApp Yes 
Zoho Assist Yes 
iMessage Yes 

Integrations

Apple iOS No 
Microsoft Azure No 
Microsoft Entra No 
WhatsApp No 
Zoho Assist No 
iMessage No 

Pricing Details

No price information available.
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 No 
Windows No 
Mac No 
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) No 
Online Support Yes 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

FirmScribe

Founded

2017

Country

United States

Website

www.firmscribe.com

Vendor Details

Company Name

Greenboard

Founded

2023

Country

United States

Website

www.greenboard.com

Product Features

Archiving

Access Control No 
Data Deduplication No 
Document Management No 
Email Archiving No 
Multimedia Archiving No 
Retention Management No 
Storage Management No 
Version Control No 
Web Archiving No 
eDiscovery 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