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What is Renaissance?

Renaissance is an all-encompassing compliance management system (CMS) crafted to efficiently allocate essential compliance duties among broker-dealers and investment advisors. The platform's primary interface features an intuitive, icon-driven menu that guides users toward their most pressing compliance obligations. In addition, our sophisticated reporting dashboard aids in aligning compliance objectives with overarching risk management strategies. Access permissions can be customized to mirror your firm’s organizational hierarchy, guaranteeing that the right personnel have access to critical information. Users are also able to create, manage, and distribute targeted emails based on their activity status, with options to schedule these communications daily, weekly, or monthly. Moreover, the system is fully optimized for mobile devices, enabling users to connect via any internet-capable laptop, tablet, or smartphone, which significantly enhances both accessibility and convenience. This flexibility not only encourages your team to remain compliant but also ensures they are well-informed, no matter where they are located. Ultimately, Renaissance empowers users to navigate the complex compliance landscape with confidence and ease.

What is Advantage?

Webvantage simplifies your workflow, enhances team collaboration, and provides essential insights for making urgent decisions via an easy-to-use web platform. You can customize workspaces to address the unique requirements of each position within your company. The main interface allows you to receive Alerts that are organized and archived by project, facilitating effortless management. You can explore any project detail using the context-sensitive Options Menu and effortlessly manage your schedule with intuitive drag-and-drop features. Logging your time is now a breeze, accessible from your web browser or mobile device with just a few clicks, allowing you to track your hours from virtually anywhere. Aqua offers the adaptability to document time daily while using weekly templates derived from your task list, calendar, or by replicating previous entries. The ‘stopwatch’ feature further allows you to monitor and submit time based on your ongoing tasks. You can visually track your progress and compare allocated hours against remaining time through an engaging progress bar, which bolsters your productivity and time management. This integrated approach not only helps you stay organized but also equips you to thrive in a dynamic work environment while adapting to changes effectively. By leveraging these tools, you can maximize your efficiency and focus on what truly matters.

Media

Media

Integrations Supported

Avalara
Edenred Pay
Vistar

Integrations Supported

Avalara
Edenred Pay
Vistar

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Quest CE

Company Location

United States

Company Website

www.questce.com/firm-compliance/

Company Facts

Organization Name

Advantage Software Company

Date Founded

1985

Company Location

United States

Company Website

www.gotoadvantage.com/web-based-management-software

Categories and Features

Compliance

Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation

Categories and Features

Advertising Agency

Campaign Management
Collaboration
Document Management
File Sharing
Project Management
Task Management
Time Tracking

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