June 24, 2025
Warrant vs Greenboard: Best Marketing Compliance Software for 2025
Comparing Warrant and Greenboard for marketing compliance? Explore 2025’s top tools for FINRA/SEC reviews, audit trails, AI-powered workflows, and more.

Austin Carroll
CEO & Co-Founder
Marketing Compliance Tools
3 Minutes
If you're evaluating compliance platforms for regulated marketing, especially when operational complexity grows, you’ll likely be weighing Warrant against enterprise-grade competitors like Greenboard. Both offer robust solutions, but they cater to different use cases and team structures.
In this post, we'll compare these platforms and highlight why Warrant is a stronger fit for marketing and partnership teams across fintech, insurance, and financial services.
What is Greenboard?
Greenboard is a comprehensive AI-powered compliance operating system designed for financial services firms needing enterprise-level supervision.
Its platform covers:
Archiving (communications, email)
Employee & firm compliance
Third-party oversight
Marketing review workflows
Books & records with SEC 17a‑4 and WORM-compliant retention
Greenboard is built for small regulated organizations like RIAs, broker-dealers, private funds, and hedge funds.
Pros of Greenboard
✔️ Enterprise-Grade Record Retention: Fully 17a‑4 compliant with WORM storage and detailed activity logs.
✔️ Unified Compliance OS: One platform manages marketing, supervision, employee conduct, third-party, and archiving compliance.
✔️ AI Risk Detection: “Greenboard Go” pre-screens marketing content against SEC rules and custom workflows
✔️ Strong Security Posture: SOC2 Type II and enterprise-grade privacy.
Limitations of Greenboard
❌ Overkill for Marketing-Only Workflows: Built for company-wide compliance, it can be heavy and complex for teams whose primary needs are marketing and partner content.
❌ Platform Fatigue: Multiple modules and administrative layers may slow down adoption within high-velocity marketing teams.
❌ Pricing Scale: Charged by enterprise/user licensing & configuration, which become costly and difficult to justify purely on marketing ROI.
❌ Less Agile UI: Focused on enterprise usability, lacking conversational interfaces and quick AI-based drafting tools for marketers.
What is Warrant? The Marketing Compliance Platform for Marketing Teams
Warrant is a marketing compliance platform built for modern teams that manage advertising, partner programs, and social media in regulated industries.
Unlike broad compliance tools, Warrant focuses specifically on marketing and growth workflows—where content velocity is high, and regulatory expectations are complex.
Warrant is used by:
Fintechs
Insurance Brokers & Carriers & Insurtechs
Banks & Credit Unions
Venture Capital Firms and PE
Mortgage Lenders
Warrant helps teams review content faster, stay compliant across 50+ regulators, and build scalable approval workflows that work across internal teams, partners, and platforms.
Benefits of Warrant
✔️ Purpose-Built for Marketing Compliance: Warrant isn’t a generic compliance platform with alot of other features you won’t use—it’s designed for marketers, partner teams, and compliance leads who manage high volumes of content and partner approvals.
✔️ Beyond FINRA/SEC: Check content against state regulators, FTC, ADA, your brand guidelines, and platform-specific rules (Google, Meta, YouTube)—not just FINRA/SEC.
✔️ Enforcement-Aware Risk Detection: Warrant’s AI is trained on real enforcement actions, so it flags violations that regulators are actively pursuing right now—not just theoretical risks.
✔️ AI That Gets Smarter Over Time: Warrant learns from your team’s past approvals and continuously sharpens its suggestions.
✔️ Chat With Our AI: Ask questions, get answers tailored to your business, which makes drafting a breeze for your marketing team.
✔️ Flexible Workflows That Scale: Set up custom approval boards, track every comment and change, invite unlimited users, and generate full audit trails in one click.
✔️ Coming Soon: Social & Web Monitoring: Automatically monitor live social and web content for compliance—and fulfill 7-year record keeping requirements without lifting a finger.
Warrant vs Greenboard Feature Comparison
Feature | Warrant | Greenboard |
---|---|---|
Built For | Marketing and partnership content in regulated industries | Full institutional compliance across marketing, archiving, employee, third-party |
Policy Coverage | FINRA, SEC, FTC, ADA, state laws, platform rules, brand policies | SEC, FINRA, firm-wide regulatory and employee policies |
AI Risk Detection | Enforcement-aware, learns from team preferences | AI-powered pre-screening per SEC guidelines |
Interface | Chat-enabled UI with inline review & version tracking | Enterprise dashboards and admin tooling |
Document Support | Ads, videos, PDFs, social, email, web automatically | Marketing content, communications, other compliance materials |
Billing | Unlimited users, use-case pricing | Seat-based + enterprise configuration |
WORM-Compliant Audit Trails | Yes, marketing records inert & exportable | Yes, full audit logs and retention |
Partner Content Support | Custom approval boards, comments, versioning | Third-party compliance workflows |
Social/Web Monitoring | Coming soon | Not core (focuses on archive) |
User Experience | Built for speed, clarity, and iteration | Enterprise UX built for oversight and scale |
Final Verdict:
Greenboard offers a broad solution for firm-wide compliance, but it’s more than most marketing teams need and too complex to move quickly.
While Greenboard serves financial advisors and small teams well with an all-in-one compliance system, it's marketing review product wasn’t built for the pace or complexity of modern marketing in large teams. If you’re working across ads, landing pages, social media, influencer partnerships, and multiple regulators—Warrant gives you the coverage, flexibility, and automation you need.
Warrant is purpose-built for regulated marketing, offering faster reviews, audit-ready records, and enforcement-aware AI without the enterprise overhead.
Warrant gives you:
✅ Full regulatory coverage (beyond SEC/FINRA)
✅ Built for marketing workflows
✅ Smarter AI that learns from your team
✅ Supports your partner, product, and brand growth
Want to See Warrant in Action?
Try Warrant free and see how fast, scalable marketing compliance works.