The award-winning Avery platform now includes Fusion1—a comprehensive suite of AI-enabled automated workflow tools to increase the reliability and accuracy of RIA and Broker-Dealer compliance and surveillance programs
Surge Ventures, a FinTech Venture Studio, proudly announced that its inaugural venture, RegVerse, has expanded its Avery platform by launching the Fusion1 product suite. This new add-on to Avery provides wealth management firms with a comprehensive suite of AI-enabled compliance and surveillance tools, including audits, advertisement reviews, attestations, code of ethics and more.
“Precision matters in compliance,” said Sid Yenamandra, Co-Founder of Surge Ventures and CEO of RegVerse. “We designed Fusion1 as an integral extension to the innovative and award-winning Avery platform. Fusion1 simplifies the compliance journeys of heavily regulated companies by offering them a comprehensive solution that provides the perfect blend of technology and human insight. Automation is the new standard for compliance excellence, but the technology behind it must be combined with the power of AI and hands-on expert guidance. That’s what we offer, along with streamlined operations, unparalleled accuracy and unmatched efficiency. Just like Avery, Fusion1 provides a worry-free experience for compliance professionals.”
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Where Automation Meets Expert Guidance
Fusion1 by RegVerse enhances the Avery platform by streamlining data and file management on one platform through an easy upload that creates a single hub for all compliance-related materials. Ensuring adaptability and precision in meeting specific compliance needs is key, and Fusion1’s dynamic analytics and insights achieve this using AI-powered suggestions. Real-time progress tracking capabilities allow firms to monitor compliance progress, set up alerts and tailored notifications and efficiently manage reporting. Fusion1 simultaneously fosters seamless collaboration within compliance teams through integrated workflow tools designed to enhance communication, streamline approvals and ensure a cohesive approach to compliance tasks, all while reducing bottlenecks.
Critical Features of Fusion1 by RegVerse Include:
- Automated Audits: Conduct thorough audits effortlessly, saving time and ensuring accuracy.
- Attestations Made Easy: Simplify the attestation process and gain real-time insights into compliance status.
- Code of Ethics System: Report personal trading, gifts and entertainment, political contributions, outside business activities, and more.
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