ComplianceOS365Gryphon Technologies
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Related Products
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About
ComplianceOS365 is an AI compliance agent for Microsoft 365 Copilot. It gives employees a first-pass compliance review before their work goes to legal or compliance, checking documents, emails, marketing content, UX designs, product requirements, policies and any other file against the organization's own policy library in SharePoint. It works inside Word, Outlook, Teams and anywhere else Copilot runs, so there is no separate platform to upload content to. For each issue it identifies, it cites the governing policy, quotes the relevant clause and suggests replacement wording; where no policy covers a point, it says so rather than guessing. It never approves or rejects content - final decisions stay with the compliance team. The agent runs entirely within the customer's Microsoft 365 tenant, policy documents never leave it, and every interaction is recorded in Microsoft Purview Audit. Requires Microsoft 365 Copilot licences. Sold through Microsoft Marketplace.
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About
SurgeONE is a cloud platform for compliance, cybersecurity, data integration, and AI governance at registered investment advisers, broker-dealers, and other regulated financial firms. Its compliance tools support audit preparation, written supervisory procedures, employee attestations, personal-trading oversight, marketing and electronic-communications review, regulatory calendars, and issue tracking. Cybersecurity features include vendor due diligence, endpoint monitoring, risk dashboards, and inspection evidence. A data-integration pillar uses 110+ adapters to consolidate information from financial systems into a compliance data lake for reporting and analysis. AI-governance tools help firms inventory and monitor AI use, apply policy checks, route issues for review, and maintain traceable records. The modular platform combines software workflows with review by compliance and cybersecurity professionals.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Legal, compliance, risk and HR teams in regulated industries - financial services, insurance, healthcare and pharma, and legal - plus the marketing, sales and product teams whose content they review
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Audience
Registered Investment Advisers (RIAs), broker-dealers, chief compliance officers, compliance teams, and financial services firms.
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Not Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and VideosNo images available
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Screenshots and VideosNo images available
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Pricing
$5/month/user
Free Version
Not Supported
Free Trial
Supported
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PricingPricing is scoped to the selected pillars and modules and the firm's deployment.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Not Supported
In Person
Supported
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Company InformationGryphon Technologies
Founded: 2026
United States
complianceos365.com
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Company InformationSurgeONE
Founded: 2024
United States
www.surgeone.ai/
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Integrations
Microsoft 365
Not Supported
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