Archive Intel vs. Greenboard
Greenboard and Archive Intel both bring AI to compliance, from different angles. Greenboard is a broad compliance suite spanning employee compliance, communications archiving, marketing review, and third-party oversight. Archive Intel is a focused communications archiving and supervision platform, built around capturing every channel, including personal-device text and LinkedIn, with native marketing pre-use review.
Summary
Greenboard is a unified compliance platform for RIAs, broker-dealers, hedge funds, and private funds, covering employee compliance, communications archiving and supervision, marketing review, and third-party oversight in one system, backed by a recent $20M raise. Archive Intel concentrates on communications: capturing email and text (iMessage, WhatsApp, SMS) from personal devices via contact whitelisting with no app and no second number, LinkedIn through an official regulatory partnership, plus social, web, video, and marketing, with contextual AI tuned to SEC and FINRA recordkeeping and a published 99% reduction in false flags. Firms looking for one platform to run their entire compliance program will find Greenboard broad. Firms whose central need is complete, defensible communications capture and supervision, especially personal-device text and LinkedIn, will find Archive Intel deeper on that surface.
Side-by-Side
| Criterion | Archive Intel | Greenboard |
|---|---|---|
| Product positioning | Unified communications archiving and supervision | Broad compliance suite (comms, employee, marketing, third-party) |
| Personal device text capture method | Contact whitelisting on advisor's own phone, no app, no second number | Captures SMS and iMessage; capture method not specified publicly, verify with vendor |
| Channels (per vendor website) | Email, iMessage, WhatsApp, Android SMS, Zoom, LinkedIn, Teams, Slack, Instagram, Facebook, X, Bloomberg IB, YouTube, websites, marketing | Email, Slack, Teams, SMS, iMessage, social, Bloomberg, marketing platforms |
| LinkedIn coverage | Yes, official regulatory partner | Not listed among published channels |
| AI supervision approach | Contextual AI tuned for SEC and FINRA recordkeeping categories | AI-native supervision; custom-rules "AI risk graph," states "fewer false positives" |
| Published false-flag reduction | 99% | Not published |
| Native marketing pre-use review | Yes | Yes |
| Pricing | Published ($99/month + per-connector) | Contact sales |
Greenboard claims drawn from greenboard.com as of June 2026. Buyers should confirm specifics directly with each vendor.
Focused Communications Depth vs. Broad Compliance Breadth
Greenboard is a broad compliance suite. Alongside communications archiving and supervision, it spans employee compliance, marketing review, third-party and vendor oversight, and firm compliance operations, positioned as one system for an entire compliance program. Archive Intel concentrates on communications: capture, review, archive, and access across every channel, with one supervision workflow and one audit trail. The decision is breadth of compliance program in one tool versus depth of communications capture and supervision.
Published Channel Sets, Side by Side
Greenboard publishes coverage for email, Slack, Teams, SMS, iMessage, social, Instant Bloomberg, and marketing platforms. Archive Intel publishes email, text (iMessage, WhatsApp, SMS), LinkedIn, social, web, video, and marketing. The clearest difference is LinkedIn: Archive Intel is an Official LinkedIn Regulatory Compliance Partner and captures LinkedIn messages, posts, and comments through official API access, while Greenboard does not list LinkedIn among its published channels. For firms where LinkedIn and personal-device text are central to the risk surface, Archive Intel's capture set is built for that.
How Text Is Actually Captured
Both platforms archive text. The buyer question is how it is captured from an advisor's personal device. Archive Intel uses contact-level whitelisting on the advisor's own phone, with no app to install and no second number: business contacts are captured, personal messages are not. Greenboard archives SMS and iMessage, but its personal-device capture method is not detailed publicly. Ask each vendor exactly how text is captured from personal devices, what the advisor has to install or change, and what the advisor experience looks like day to day.
Published vs. Enterprise Sales
Archive Intel publishes its pricing: $99 per month platform fee, per-seat per-connector pricing with no minimums, and no retrieval or export fees. Greenboard pricing requires a sales conversation. Buyers evaluating Greenboard should ask for a written quote scaled to their firm size and the modules they actually need.
Who Each Platform Is Best For
Archive Intel is the right fit for firms that need:
- A unified platform that covers messaging plus email, LinkedIn, social, web, video, and marketing
- Native marketing pre-use review for FINRA Rule 2210 workflow
- Personal device text capture via contact whitelisting, no app, no second phone
- Published, transparent pricing without enterprise procurement
- Contextual AI tuned for SEC and FINRA recordkeeping
Greenboard may be the right fit for firms that need:
- One platform spanning the entire compliance program, not just communications
- Employee compliance, third-party and vendor oversight, and firm compliance operations alongside archiving
- AI-native surveillance with custom, plain-English flagging rules
- To consolidate several separate compliance tools with a single vendor
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