Connect everything once. 110+ adapters feed a single compliance data lake — normalized, secured, and ready to power reporting, peer benchmarks, and weekly insights across every other pillar.
Connect custodians, CRMs, and archives once; SurgeONE normalizes it all and powers reporting across every pillar.
Buy any module on its own, or run the whole pillar. All of it shares one data fabric and one audit trail.
110+ adapters via OmnibusX connect your entire stack into one compliance data lake — custodians, CRMs, archives, and more. Normalized and audit-ready, with no manual statement uploads.
Who it's for: Firms tired of fragmented data and manual reconciliation across systems.
Score firm risk, compare metrics against peers, and surface actionable insight from across the fabric — so you find the blind spots before the regulators do.
Who it's for: Leadership and compliance teams who need to see risk across the whole firm.
A clear, AI-powered view of what happened, what matters, and where to focus — one-click weekly summaries delivered automatically, so leadership stays current with zero effort.
Who it's for: Executives and CCOs who want a weekly pulse without digging through dashboards.
Enterprise-grade integration and automation, powering OmnibusX. The software does the heavy lifting; experienced professionals review where it matters most.
Walk through the modules that fit — no bundle required.