United Planners Consolidates Compliance and Cybersecurity on SurgeONE.ai Platform

March 05, 2026
United Planners Financial Services has selected SurgeONE.ai to unify its compliance, cybersecurity, and data operations onto a single AI-powered platform built by former regulatory professionals.

United Planners Financial Services has selected SurgeONE.ai to consolidate its compliance, cybersecurity, and data operations into one AI-based platform, announced in a press release. The decision replaces multiple legacy tools with a unified system developed by former regulatory professionals.

The integration brings together four SurgeONE.ai components—RegVerse for compliance automation, Kovair for enterprise data integration, Security Snapshot for cybersecurity monitoring, and MGL Consulting for regulatory services—into a single operating model. The platform includes AI-assisted policy management, regulatory stress testing, and cybersecurity readiness tools designed for FINRA and SEC examination standards.

For United Planners Financial Services, the adoption streamlines compliance processes and provides advisors with real-time visibility into firm policies and regulatory standing. The partnership aims to reduce administrative workload while improving data protection and oversight across the firm’s operations.

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