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Introducing Cudara→

The compliance stack for modern financial firms.

Run communications oversight, employee surveillance, marketing review, and firm workflows from one clear command center.

Reply in under 30 minutes. No commitment.

Cudara modules

Explore each capability in the platform

Pick a module to see how each capability surfaces the metrics your team cares about—from archive health to firm-wide readiness.

Module 1 of 6

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

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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

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.

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Archive

Search across channels

Employee Compliance

Manage personal trading, outside activities, and attestations.

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Employee conduct

Requests & attestations

Cleared items surface here

Marketing Compliance

Review and approve ads and marketing materials.

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Marketing

Review before publish

Draft
Review
Live

Firm Compliance

Policies, training, and regulatory filings in one place.

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Firm workspace

One place for obligations

  • Policies
  • Training
  • Filings

Third Party Compliance

Oversight and due diligence for vendors and counterparties.

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Counterparties

Due diligence map

Your firm
Vendors

Financial Compliance

Full program visibility across every compliance module.

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Program health

All modules at a glance

Archive
People
Marketing
Firm

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.

Popular outcomes teams start with

Unified communications capture
Pull Outlook, Gmail, Slack, Teams, and Bloomberg into one retention model and search experience.
See it with your stack
Employee conduct in sync
Connect surveillance and disclosures so trading, gifts, and OBAs stay aligned with your policies.
See it with your stack
Marketing + archive together
Tie marketing review to the same platform as your archive so approvals map to what went live.
See it with your stack
View all Integrations - Book a Demo

Ready to see your workflows in one place?

Get a tailored demo in under 30 minutes—no slides, no generic pitch.

Book a personalized walkthrough

Replace fragmented tools with one audit-ready program your team can trust

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Cudara

Copyright © 2026 Cudara. All rights reserved.

Product

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

Solutions

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Company

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Copyright © 2026 Cudara. All rights reserved.