Related Products
|
||||||
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.
|
About
money.net is a web-based market-data and investing platform for self-directed investors, with financial infrastructure for fintech firms and financial institutions. Individual users can view market quotes, build watchlists, screen securities, and use interactive charts, technical indicators, news, and portfolio tools. Business customers can embed branded market-data and investing experiences in their own products. Business capabilities include brokerage-as-a-service, account onboarding, trading, money movement, reporting, compliance workflows, and financial data access through REST and WebSocket APIs. money.net presents its business offering to fintech platforms, registered investment advisers, wealth managers, banks, broker-dealers, and other institutions seeking to offer investing or financial data to their customers. The consumer platform is web-based, while business deployments can be configured for institutional use.
|
|||||
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
|
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
|
|||||
Audience
Registered Investment Advisers (RIAs), broker-dealers, chief compliance officers, compliance teams, and financial services firms.
|
Audience
Self-directed investors and financial businesses, including fintech platforms, registered investment advisers, wealth managers, banks, broker-dealers, and enterprises building investing or financial-data services.
|
|||||
Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
|
Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
|
|||||
API
Offers API
Not Supported
|
API
Offers API
Supported
|
|||||
Screenshots and VideosNo images available
|
Screenshots and Videos |
|||||
PricingPricing is scoped to the selected pillars and modules and the firm's deployment.
Free Version
Not Supported
Free Trial
Not Supported
|
Pricing
$9.98/month
Prime starts at $9.98/month, with an annual billing option. A free trial is available. Custom plans for financial firms include white-label platforms, APIs, and brokerage infrastructure and are quote-based. Exchange fees may apply to certain real-time data.
Free Version
Not Supported
Free Trial
Supported
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Supported
Webinars
Supported
Live Online
Not Supported
In Person
Supported
|
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
|
|||||
Company InformationSurgeONE
Founded: 2024
United States
www.surgeone.ai/
|
Company Informationmoney.net
United States
www.money.net
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
|
|
||||||
|
|
||||||
|
|
||||||
Categories |
Categories |
|||||
Integrations
Microsoft Excel
Not Supported
|
||||||
|
|
|