Compliance Made Simple

Compliance doesn’t have to be complex.

Surventrix takes cybersecurity, data management and compliance seriously. Our platform supports, streamlines and automates compliance across your surveying firm, without the hassle.

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Data Security

Storage and protection of data.

Your data is protected by Surventrix Systems Ltd and its authorised processors in accordance with all relevant data protection legislation and industry best practices.

We have implemented extensive technical and organisational security measures to protect your information and require our data processors to maintain the same high standards.

Surventrix safeguards personal data throughout every stage of the surveying process, helping firms meet their compliance obligations with confidence.

Security Controls Active

Protected Data Storage
Authorised Processor Controls
Compliance Monitoring
Access & Audit Tracking
Security policies and data handling procedures are continuously reviewed and maintained to support regulatory compliance.
Data Security

Data Security & Access Control.

Every instruction, report and client record stored within Surventrix is protected through controlled access permissions, secure infrastructure and comprehensive audit tracking.

Give your team access to the information they need whilst maintaining visibility over who viewed, edited or shared sensitive data across your organisation.

By centralising project information within a secure environment, firms can reduce the risks associated with spreadsheets, local file storage and fragmented communication channels.

Access Controls Active Secure
Office Permissions
User Role Restrictions
Audit Tracking
Secure Cloud Storage
Activity Monitoring
Hosting Environment Protected
Primary Hosting United Kingdom
GDPR Safeguards Active
Contractual Controls Enabled
Data Transfers Managed
Additional safeguards, including anonymisation and contractual protections, are applied where cross-border data transfers are required.
Secure Hosting

Hosting your data.

Surventrix data is hosted within UK-based data centres, providing a secure and reliable environment for storing client records, instructions and reports.

Where personal data must be transferred to the UK, the EEA, or exceptionally outside those regions, appropriate safeguards are applied to maintain compliance with GDPR and the Data Protection Act.

These safeguards include data processing agreements, standard contractual clauses with approved subprocessors and additional protective measures such as anonymisation where appropriate.

User Permissions

Controlled Access & Permissions.

Only authorised users can access sensitive information within Surventrix. Role-based permissions help ensure that surveyors, administrators and managers only see the information relevant to their responsibilities.

Firms retain complete control over who can view, edit and approve instructions, reports and client records, helping reduce the risk of unauthorised access and accidental disclosure.

Every access event and user action can be tracked through the platform's audit trail, providing an additional layer of accountability and compliance oversight.

Access Hierarchy
MD
Managing Director
Full System Access
OM
Office Manager
Office & Team Access
SV
Surveyor
Project Access Only
AD
Administrator
Assigned Tasks Only
Cyber Security

Technical Security Measures.

Surventrix incorporates multiple layers of security designed to protect client information and reduce operational risk across your firm.

From encryption and access management to continuous monitoring and vulnerability testing, our platform is designed to safeguard sensitive data throughout its lifecycle.

Regular software updates, security reviews and independent assessments help ensure that Surventrix remains resilient against emerging threats, providing confidence for both your team and your clients.

Security Status
Protected
Encryption ✓ Active
Firewall Protection ✓ Active
System Monitoring ✓ Active
Vulnerability Scans ✓ Passed
Software Updates ✓ Current
Current Threat Level
LOW

One system, that does it all.

Quotation & CRM

Manage clients, log sales activity, and store contact data in one secure dashboard.

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Mobile App

Access cases and customisable phrases on-site. Built specifically for iOS users.

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Compliance

RICS conflict checks and PI tracking to ensure you and your team are compliant.

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Surventrix IQ

Professional AI. Automate site notes and report drafting with clinical precision.

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LiDAR

Create floor plans in seconds using the latest laser technology on your iPhone.

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Report Writing

Design, customise, and publish professional reports with total clinical speed.

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Data & Insights

Store more data and gain business insights faster with our analytics engine.

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Training

Expand your knowledge in building conservation and technical skill sets.

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