Financial compliance across the FINRA, SEC, SOX, BSA/AML, KYC/CIP, and FFIEC framework paths — grounded in live SEC EDGAR, U.S. Treasury, and Federal Register data, with audit-cycle tracking and evidence compilation.
Your audit evidence packages — the chain-of-custody record backing the active cycle, organized by framework with retention metadata and capture attribution. Author, capture, and compile them in the Evidence tab; capture a figure or filing straight from the Data tab.
Typical artifacts in a pack:
Live sovereign finance data — SEC EDGAR filings & figures, U.S. Treasury macro, and Federal Register rules. Hand any of it to Syndex for a grounded, cited answer.
This is Surety's live finance-data surface. Browse a source, pull figures or filings, and hand any of it to Syndex (Ask ▸) for a grounded, cited answer — it's where you work the data.
Managing these feeds — enabling them, health, credentials — lives in the Syndex admin console under Sources. Manage in Syndex ↗
Audit evidence packages — the chain-of-custody record backing your compliance cycle. Packages are private to your tenant.
Evidence packages are the auditable, reproducible record for a filing or cycle: each requirement (with its regulatory citation) and the evidence captured against it — recording what, from where, when, and by whom (chain of custody).
Creating, capturing, and compiling are approval-gated writes — proposed for approval, never done silently. Packages stay inside your tenant and never egress.