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United Planners has partnered with SurgeONE.ai to unify its regulatory technology under a single platform. The collaboration integrates four core capabilities: RegVerse for compliance automation, Kovair for enterprise data integration, Security Snapshot for cybersecurity monitoring, and MGL Consulting for expert regulatory services.

This move replaces previously isolated point solutions and aims to enhance compliance processes and cybersecurity risk management. SurgeONE.ai’s platform is designed by former regulatory professionals to meet the needs of the industry, aligning with FINRA and SEC examination priorities.