Partnership to Enhance Compliance Efficiency With AI-Powered Automation
San Francisco, CA / February 26, 2025 – Adviser Compliance Consulting Inc. (ACC), a leading compliance consulting firm providing proactive compliance solutions, has announced a strategic partnership with Greenboard, an innovative registered investment adviser and broker-dealer compliance operating system. This partnership will allow ACC’s clients to leverage Greenboard’s cutting-edge automation technology to streamline compliance workflows, reduce manual processes and enhance regulatory oversight.
Greenboard, founded in 2023 and backed by top venture firms, helps wealth managers, private funds, hedge funds and broker-dealers protect over $100 billion in assets by automating compliance-relevant tasks. Its comprehensive platform offers AI-powered solutions for marketing review, code of ethics compliance, archiving, task management and more.
“With compliance teams facing increased regulatory scrutiny and operational challenges, efficiency and accuracy are more critical than ever,” said Tito Pombra, Founder and President of ACC. “Our partnership with Greenboard aligns with our mission to provide innovative, tech-forward compliance solutions that help the investment management community navigate regulatory requirements with confidence and ease.”
“We’re excited to collaborate with ACC to bring automation-driven compliance solutions to a broader audience,” said David Feldman, CEO of Greenboard. “Our platform is designed to drastically reduce the time spent on clerical compliance tasks while improving accuracy and oversight. Partnering with ACC will allow us to offer their clients a seamless, intelligent compliance experience.”
For more information on how ACC and Greenboard’s partnership can support your compliance program, click here.
About Adviser Compliance Consulting Inc.
Adviser Compliance Consulting (ACC) is a compliance consulting firm providing proactive compliance solutions, specializing in outsourced CCO and deputy CCO support, to registered investment advisers, hedge funds, private funds, investment companies, private equity firms and CFTC-registered advisers. With 25+ years of experience in the global asset management industry, ACC offers unparalleled expertise in regulatory compliance services.
To learn more, visit outsourcecco.com.
About Greenboard
Greenboard is an advanced RIA and BD compliance operating system that automates compliance clerical work. Founded in 2023, Greenboard is backed by top venture firms and helps protect over $100 billion in assets for wealth managers, private funds, hedge funds and broker-dealers. The platform leverages AI-powered automation to reduce regulatory risks, improve efficiency and enhance user experience for compliance professionals.
To learn more, visit greenboard.com.