Supported Archiving Integrations
Last updated: May 11, 2026
Greenboard supports a wide range of communication platforms to ensure your firm can capture and retain records for regulatory compliance. The list below outlines the channels we currently support. If your provider is not listed, we can usually support it through SMTP journaling as long as the provider offers that option.
Supported Social Media Platforms
LinkedIn
Instagram
Facebook
Twitter / X^
Supported Text Messaging Platforms
SMS (please email [email protected] and we can connect you with the best third party partner for your needs)^
WhatsApp
Zoom Phone
RingCentral SMS
MyRepChat
Telegram
Intulse
Redtail Speak
CurrentClient
Clerk Chat
Microsoft Teams SMS
Office @ Hand*
Supported Online Messaging Platforms
Microsoft Teams
Slack^
Zoom Chat
Bloomberg IB (please email [email protected] for these instructions)
Google Chat
RingCentral Chat
Fynancial
Supported Email Platforms
Microsoft Outlook 365
Microsoft Exchange
Google Gmail
Bloomberg Mail (please email [email protected] for these instructions)
iCloud Mail
Zimbra Email
Other Supported Channels
Website
YouTube
Integration Notes
Some platforms use different connection methods depending on provider requirements or technical limitations. The following markers indicate how the integration functions behind the scenes.
*Platforms marked with one asterisk are supported through RingCentral.
^Platforms marked with a double caret require 17a–4 support.
Adding New Providers
If you want to integrate a platform not shown on this list, Greenboard can typically support it as long as the provider offers SMTP journaling. Your Greenboard representative can confirm feasibility and provide setup instructions.
If you need help determining the right path for a new or existing provider, reach out to us anytime at [email protected].