Related Products
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About
RootSystems is a web-based compliance and security evidence suite for IT administrators, MSPs, compliance teams, and organizations managing security obligations. Its modules cover employee offboarding, vendor-risk reviews, HIPAA compliance, readiness across multiple standards, and trust workflows for AI agents. Offboarding Proof is designed to document account-revocation checks across services such as GitHub, Okta, Slack, and Microsoft 365. The platform produces digitally signed evidence reports that can be independently verified, giving teams records to review and share during internal controls work, vendor assessments, or compliance preparation. RootSystems offers free plans for selected modules and paid plans for other offerings; capabilities and pricing vary by module.
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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
MSPs, IT administrators, compliance officers, and small to mid-size businesses
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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
$0/month
Free plans are available for selected modules. AI Agent Trust has a 14-day free trial; paid plans start at $79/month. Pricing and included features vary by module.
Free Version
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
Not 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 InformationRootSystems
Founded: 2026
United States
rootsystems.app
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Company InformationSurgeONE
Founded: 2024
United States
www.surgeone.ai/
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Categories |
Categories |
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Integrations
No info available.
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Integrations
No info available.
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