One data fabric for the whole firm. Connect custodians, CRMs and archives once: 110+ data adapters feed a single compliance data lake, normalized, secured and ready to power reporting, peer benchmarks and weekly insights across every SurgeONE pillar.
Connect custodians, CRMs and archives once; SurgeONE normalizes the data and powers reporting across every pillar.
Buy any module on its own or run the whole pillar. Integration, benchmarks and insights all draw from the same compliance data lake.
110+ pre-built adapters, delivered through OmnibusX (SurgeONE's integration engine), connect your entire stack into one compliance data lake: custodians, CRMs, archives and more. Data arrives normalized and audit-ready, with no manual statement uploads.
Who it's for: Wealth management firms tired of fragmented data and manual reconciliation across systems.
Score firm risk, compare metrics against anonymized peers and surface actionable insight from across your compliance data, so you find the blind spots before 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 are 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.
Walk through the modules that fit — no bundle required.
The regulatory record for financial services. One platform unifying compliance, cybersecurity, data, and AI governance for regulated financial firms.
![SurgeONE SOC 2 [Type II] report, AICPA](https://cdn.prod.website-files.com/67f63b13deda8292f01f2b7a/680b67fb8c5b79c60a4f7d6d_SOC_CPA_Blue-txt.webp)
