CudaraCudara
Request a Demo

Built for modern compliance teams

Financial compliance, without the busywork.

Centralize oversight, reduce regulatory risk, and maintain audit-ready operations.

See it in action
  • SEC & FINRA aligned
  • AES-256 encryption
  • 99.9% uptime SLA
Dashboard preview of the Jungle Financial platform
Cursor

1,800+

hours saved / yr

60%

faster review cycle

24/7

audit readiness

Cudara Product Suite

One platform. Total compliance control.

Replace scattered tools with one platform designed for financial compliance—so your team stays in control and audit-ready.

Communications Archive

Capture and supervise email, chat, and voice.

Learn more
Communications Archive
"rebalancing"2,847 results
J

Q3 rebalancing memo

J. Morrison

Nov 14
T

Client meeting follow-up

T. Chen

Nov 13
S

Trade confirmation

S. Patel

Nov 12
R

Compliance attestation

R. Adams

Nov 10
80+ channels syncing

Employee Compliance

Manage personal trading, outside activities, and attestations.

Learn more
Employee Compliance

12

Advisers monitored

3

Pending attestations

Trade Pre-clearance

AAPL200 shCleared
TSLA50 shRestricted
MSFT100 shCleared
NVDA30 shPending

Marketing Compliance

Review and approve ads and marketing materials.

Learn more
Marketing Compliance

Review Pipeline

18 items
Draft
3
Under Review
5
Legal
2
Approved
8
Avg. 1.4 days to approve

Firm Compliance

Policies, training, and regulatory filings in one place.

Learn more
Firm Compliance

Policy Acknowledgments

Code of Ethics48/50
Personal Account Dealing50/50
Conflicts of Interest43/50

Annual Review Testing

Trade SurveillancePass
Marketing ReviewPass
Personal TradingFail

Third Party Compliance

Oversight and due diligence for vendors and counterparties.

Learn more
Third Party Compliance

24

Vendors

2

Alerts

3

Due Soon

Vendor Risk Scores

Advent Software
Low92
Broadridge
Med74
Orion Advisor
Low88
Black Diamond
High58

Financial Compliance

Full program visibility across every compliance module.

Learn more
Compliance OverviewAll systems active

Module Health

Communications
98Good
Employee
91Good
Marketing
84Review
Firm
96Good
Third Party
72Review
Overall score88

Communications Archive

Capture and supervise email, chat, and voice.

Employee Compliance

Manage personal trading, outside activities, and attestations.

Marketing Compliance

Review and approve ads and marketing materials.

Firm Compliance

Policies, training, and regulatory filings in one place.

Third Party Compliance

Oversight and due diligence for vendors and counterparties.

Financial Compliance

Full program visibility across every compliance module.

Why compliance teams choose Cudara

7 years

SEC & FINRA retention, out of the box

100%

of messages captured — not sampled

20+

communication channels archived automatically

6

compliance modules in one platform

“

We didn't want another point solution. We wanted one system that keeps communications, trading, policies, and vendors connected—so exams don't mean weeks of forensic work.

MA

Martin & Alex

Founders, Cudara

“

Teams tell us the hardest part isn't the rules—it's the fragmentation. When every channel lives in a different tool, you can't see risk until you're already behind.

What we hear in the field

From RIAs & broker-dealers we talk to

Works with the tools you already use

Archive email, messaging, social media, and trading platforms in one place for exams and audits.

View all Integrations - Book a Demo

Don't let outdated tools put your firm at risk

Request a Demo
Cudara

Copyright © 2026 Cudara. All rights reserved.

Product

  • Communications Archive→
  • Employee Compliance→
  • Marketing Compliance→
  • Firm Compliance→
  • Third Party Compliance→
  • Financial Compliance→

Solutions

  • Financial Advisors→
  • Private Funds→
  • Hedge Funds→
  • Broker Dealers→
  • RIAs→
  • Service Partners→

Company

  • About→

Resources

  • Blog→
  • Terms of Service→
  • Privacy Policy→

Copyright © 2026 Cudara. All rights reserved.