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✛ For financial operators

Software built to survive an examination

Custom applications for broker-dealers, registered advisers, fintechs, and outsourced finance teams, built with the recordkeeping and controls an examiner will look for.

Talk to an engineer →What we build

Greenridge Technologies builds custom software for financial operators: broker-dealers, registered investment advisers, fintechs, and outsourced finance teams. We design systems with the recordkeeping, supervision, and controls that an SEC or FINRA examination will test.

What we build for financial operators

Software where the audit trail is a regulatory obligation, not a nice-to-have.

  • Client, account, and pipeline systems with full audit history
  • Supervision and compliance workflows
  • Reporting and recordkeeping designed for exam readiness
  • Integrations with custodians, market data, and back-office systems

Underridge, built for underwriting

Our own Underridge deal-analysis and underwriting tool came out of this work. It runs underwriting for Greenridge Wealth, Ventures, and Insurance, and it is available to outside operators.

Common questions

Is your software built for SEC and FINRA recordkeeping?
We design systems with auditability, supervision, and recordkeeping in mind. Whether a given system satisfies a specific rule depends on your policies and how it is used; we build to support exam readiness, not to replace your compliance program.
Can you work with our custodian or back office?
Where those systems support integration, yes. We scope data flows so they are auditable and least-privilege by design.

Keep reading

Software for regulated industries →Our products →Medical software →

Bring us a hard problem.

Tell us what you are building and the constraints it has to survive. A first conversation is free and without obligation.

Talk to an engineer →