Migration handled
We migrate your existing archive data. No IT project, no disruption to your team.
< 2 weeks
Average time to go live
Introducing Cudara
The compliance stack for modern financial firms.
Run communications oversight, employee surveillance, marketing review, and firm workflows from one clear command center.
Cudara modules
Six modules. One operating picture.
Each module shares the same calm operating surface—switch tabs to see the metrics your team tracks every day.
Deep cobalt·Module 1 of 6Explore module
Communications Archive
Capture and supervise email, chat, and voice across all channels. Real-time archiving across 80+ connected sources.
2,847
Messages archived today
99.8%
Capture rate
Communications Archive
Latest capture
Team thread — trade idea (redacted)
0
Messages today
0%
Capture rate
80+
Channels syncing
Message volume — last 7 days
Live sync across channels
The problem
Fragmented tools create exam risk
Most teams are stitching together 4–6 systems that don't share context. Gaps appear — and regulators find them.
Scattered archives
Email, Slack, and Bloomberg across three separate tools. Search takes hours during exams.
Manual tracking
Outside activities and personal trading logged in spreadsheets — if at all.
No program visibility
No single view of compliance health. You don't know what you don't know.
How Cudara fixes it
One connected platform, exam-ready from day one
Replace the patchwork with a single system where every module shares context — so risk surfaces before it escalates.
Easy migration
We handle data migration from your existing vendors. Live in under two weeks.
Exam-time support
Dedicated support when you need it most — not just during onboarding.
Configured for you
Adapts to RIAs, broker-dealers, and private funds — not one-size-fits-all.
Support when it counts
Dedicated compliance support during exams — not just at onboarding.
24 hr
Response SLA during exams
Built for your firm type
Configured for RIAs, broker-dealers, and private funds out of the box.
3 firm types
Supported configurations
What teams say
Trusted by compliance teams at RIAs and broker-dealers
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
2025 penalties show how expensive weak audit controls can get
$0
Documented 2025 penalties tied to recordkeeping, monitoring, and audit-control failures.
2025 documented examples
Multi-state BSA/AML settlement (Cash App)
$80.0M
SEC recordkeeping failures (12 firms)
$63.1M
NYDFS AML and monitoring deficiencies
$40.0M
FINRA electronic communications preservation failure
$0.85M
HIPAA security/risk-analysis enforcement actions
$0.61M
Works with the tools you already use
Popular outcomes teams start with
Unified communications capture
Pull Outlook, Gmail, Slack, Teams, and Bloomberg into one retention model and search experience.
Employee conduct in sync
Connect surveillance and disclosures so trading, gifts, and OBAs stay aligned with your policies.
Marketing + archive together
Tie marketing review to the same platform as your archive so approvals map to what went live.
Ready to see your workflows in one place?
Get a tailored demo in under 30 minutes—no slides, no generic pitch.