Plan

RegVerse is now part of SurgeONE.ai Same experts, even more power.

End-to-end products to streamline your regulatory landscape

Tailored packages designed for your team's unique regulatory needs.

Avery Platform & Compliance Services

Avery Guardian

Firms and solo professionals who need basic, solid compliance support. Manages regulatory changes and offers real-time dashboard monitoring.
‍

Automated Services

Regulatory Change Management Platform
Real-time Dashboard
Personalization of Regulations (Regulation to Policy Mapping)
Regulation Tracking (State, SEC, FINRA)
Automated Compliance Activity Logging
Automatic Audit Trail
Customized Regulatory Events Dashboard
Enforcement Actions
Compliance Calendar
Task Management Engine
Avery AI (Generative AI for Regulatory)
Email Alerts
Integration - Outlook
Reporting (Executive, Compliance)

Human Services

Includes 15 hours of expert, human-led compliance support monthly.
Additional hours available as needed.
Review of supervisory procedures (procedure to policy mapping)
Review of filing document, Marketing materials, Annual Policy & Program review
Compliance Policy GAP Analysis

Avery Pro

Firms seeking advanced compliance support with AI intelligence. Adds an extra layer of AI-powered support & regulatory tracking your compliance strategies.
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Automated Services

Regulatory Change Management Platform
Real-time Dashboard
Personalization of Regulations (Regulation to Policy Mapping)
Regulation Tracking (State, SEC, FINRA)
Automated Compliance Activity Logging
Automatic Audit Trail
Customized Regulatory Events Dashboard
Enforcement Actions
Compliance Calendar
Task Management Engine
Avery AI (Generative AI for Regulatory)
Email Alerts
Integration - Outlook
Reporting (Executive, Compliance)

Human Services

Mock State/SEC Audit Simulation (questionnaire/interview based)
Email / Website Reviews leveraging Fusion1 Audit platform
Marketing/ Advertising leveraging Fusion1 Audit platform

Aslo everything in Avery Guardian

Avery Commander

Enterprises that require comprehensive, all-in-one compliance solutions. Provides a full suite of features for compliance, along with 24x7 support to meet all your compliance needs.
‍

Automated Services

Regulatory Change Management Platform
Real-time Dashboard
Personalization of Regulations (Regulation to Policy Mapping)
Regulation Tracking (State, SEC, FINRA)
Automated Compliance Activity Logging
Automatic Audit Trail
Customized Regulatory Events Dashboard
Enforcement Actions
Compliance Calendar
Task Management Engine
Avery AI (Generative AI for Regulatory)
Email Alerts
Integration - Outlook
Reporting (Executive, Compliance)

Human Services

Review of Business Continuity Plan and method of disclosure - Quarterly artifact collection
Review of Cybersecurity Program and compliance artifact collection - Quarterly artifact collection

Also everything in Avery Pro

Cybersecurity Compliance Suite

TrackCyber

Continuous Monitoring:

Standard

Pro

Elite

AntiVirus

WiFi

Password Policy

OS Auto Update

Screenlock

Encryption

App Inventory

SaaS Policy Management (Monitoring Approved/NonApproved Apps)

OS Pending Patches

Drive Leakage Monitoring

PII Leakage Monitoring

Remediation:

AntiVirus

Phishing Prevention (block unapproved links)

SaaS Policy Enforcement (block unsanctioned apps)

Password Policy

OS Auto Update

Screenlock

Encryption

Drive Leakage Prevention

IoS/Android Application:

Screenlock

OS up to date

Encryption

Password

Encryption

Password

WiFi

Other:

Reporting & Alerts/Notifications

Secure Network Access

Add-ons:

Vendor Management

Call for pricing

Vulnerability Assessment and Penetration Testing

Call for pricing

Cyber Analyst Support Team

Call for pricing

Phishing Simulation and Security Awareness Training

Call for pricing

EDR/Incident Response

Call for pricing

Incident Logging

Managed Premium Antivirus

Zero Trust Authentication

Call for pricing

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1300 El Camino Real Suite 100
Menlo Park, CA 94025
+1 650-294-8889
info@surgeventures.com

1. Financial institutions implementing AI technologies observed a 30% surge in operational efficiency - Accenture, 2019. 2. Automated regulatory intelligence tools boosted compliance program efficiency for 84% of users - Thomson Reuters, 2019. 3. Compliance professionals in financial services saved 45% of their time using automated regulatory management tools - Thomson Reuters, 2019. Financial service professionals spend an average of $169,000 per year on managing compliance - Thomson Reuters, 2019.