Employee Compliance
Know your team is compliant—without chasing paperwork.
Automate personal trading pre-clearance, outside business activity disclosures, and attestations so your compliance team can focus on what matters.
Personal Trading Surveillance
Automated pre-clearance, holding reports, and restricted list monitoring—catch violations before they become problems.
Trade Pre-clearance
| Ticker | Shares | Price | Status |
|---|---|---|---|
| AAPL | 200 | $189.40 | Compliant |
| TSLA | 50 | $238.10 | Flagged |
| MSFT | 100 | $412.50 | Compliant |
| NVDA | 30 | $867.20 | Review |
Ready to simplify compliance?
Join advisory firms that trust Cudara to stay audit-ready, reduce risk, and save thousands of hours.