Avery by RegVerse combines cutting-edge technology with compliance experts to help you build, scale and enhance your firm's regulatory compliance.
Discover how Avery by RegVerse can streamline your compliance processes, save time, and reduce risks. Our intro call will provide insights tailored to your specific challenges.
Avery by RegVerse combines human expertise with advanced AI for transparent, secure, and responsible regulatory management
Reduce overwhelming compliance duties and focus on asset growth for your clients. Avery by RegVerse provides surveillance, allowing you to zero in on better serving your clients.
Our comprehensive suite of tools enables RIAs to automate compliance & surveillance programs, building and maintaining trust through a foundation based on regulatory compliance.
Navigate the world of FINRA and SEC with confidence. Avery helps you stay prepared for audits and minimize the risk of penalties, enforcement actions and reputational damage.
Cut through the regulatory noise and focus on portfolio growth. Avery automates compliance processes, letting you manage regulations and investments in a single digital platform.
Optimize your approach to compliance across your entire organization. With Avery, you're not just managing risks, you're converting your compliance program from a liability to an asset.
Stay a step ahead with real-time updates and intelligent workflows. With Avery, compliance becomes an integrated part of your strategic planning.
Get a 360-degree view of your firm's compliance landscape. Make informed decisions with insights and analytics provided by Avery.
Drawing upon the principles of the CIA Triad, Confidentiality, Integrity, and Availability, RegVerse emphasizes confidentiality, integrity, and availability. We facilitate information protection by categorizing based on sensitivity and granting selective access, guarding against unauthorized deletions and alterations.
Our Human Supervised AI Data Models, trained on Wealth Management data by seasoned compliance professionals, don't just respond—they elucidate. Every answer is grounded in precise citations, pinpointing the specific agency web page reference, to foster clarity and transparency.
Our Responsible AI systems are designed for steadfast performance even under unexpected circumstances. Continuous human guidance and supervision underpin our Generative AI data models, ensuring valid and consistent outcomes.
Responsible AI systems must stand strong against threats, including adversarial attacks. At RegVerse, our systems are engineered to detect, defend against, and swiftly recover from potential security breaches, ensuring resilience in the face of adversity.
Data availability is paramount, allowing access when needed and underscoring the reliability of our systems. At RegVerse, we prioritize accountability, ensuring that every AI response can be traced to its source, reinforcing our commitment to transparency.
Every interaction with our platform underscores our privacy-first approach. From start to finish, your data and chatbot communications are treated with the utmost confidentiality, highlighting our steadfast dedication to preserving your privacy.
Central to our ethos is Responsible AI—a commitment to developing systems in a safe, trustworthy, and ethical manner. We prioritize the needs and goals of our users, ensuring fairness in our outputs and actively working to mitigate any biases.
Reduce overwhelming compliance duties and focus on asset growth for your clients. Avery by RegVerse provides surveillance, allowing you to zero in on better serving your clients.
Our comprehensive suite of tools enables RIAs to automate compliance & surveillance programs, building and maintaining trust through a foundation based on regulatory compliance.
Navigate the world of FINRA and SEC with confidence. Avery helps you stay prepared for audits and minimize the risk of penalties, enforcement actions and reputational damage.
Cut through the regulatory noise and focus on portfolio growth. Avery automates compliance processes, letting you manage regulations and investments in a single digital platform.
Optimize your approach to compliance across your entire organization. With Avery, you're not just managing risks, you're converting your compliance program from a liability to an asset.
Stay a step ahead with real-time updates and intelligent workflows. With Avery, compliance becomes an integrated part of your strategic planning.
Get a 360-degree view of your firm's compliance landscape. Make informed decisions with insights and analytics provided by Avery.
Reduce overwhelming compliance duties and focus on asset growth for your clients. We provide full-scope surveillance, allowing you to zero in on better serving your clients.
Our comprehensive suite of tools enables RIAs to automate compliance & surveillance programs, building and maintaining trust through a foundation based on regulatory compliance.
Navigate the world of FINRA and SEC with confidence. Avery helps you stay prepared for audits and minimize the risk of penalties, enforcement actions and reputational damage.
Cut through the regulatory noise and focus on portfolio growth. Avery automates compliance processes, letting you manage regulations and investments in a single digital platform.
Optimize your approach to compliance across your entire organization. With Avery, you're not just managing risks, you're converting your compliance program from a liability to an asset.
Stay a step ahead with real-time updates and intelligent workflows. With Avery, compliance becomes an integrated part of your strategic planning.
Get a 360-degree view of your firm's compliance landscape. Make informed decisions with insights and analytics provided by Avery.
1300 El Camino Real Suite 100
Menlo Park, CA 94025
+1 650-294-8889
info@surgeventures.com