RenaissanceQuest CE
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Related Products
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About
Renaissance is our all-in-one compliance management system (CMS) that helps simplify the process of assigning important compliance tasks to your broker-dealers and/or investment advisors. The Renaissance system’s main dashboard features an icon-driven menu structure that guides users to their most time-sensitive compliance tasks. Our dynamic reporting dashboard makes it easy to align your compliance program objectives with your overall risk management strategies. User access rights can be mirrored after your firm’s internal hierarchy to ensure the right people have access to the right information. Create, manage and execute targeted emails based on the status of your user’s activity. Emails can be scheduled to go out daily, weekly or monthly. Our system is completely mobile compatible, allowing your users to access it from any internet-accessible laptop, tablet or smartphone.
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About
Increase engagement, collaborate with your client's family and professional network, get enterprise-grade security. Recognized by a leading NYC-based fintech consulting firm as the "obvious choice" in organization, given our emphasis on estate planning and a streamlined user experience. Poor document management experience prevents client engagement. Engage clients proactively. Receive notifications on client activity. Be aware of their needs ahead of requests. Staff still collaborate outside of existing portals (using email, cloud drive links, etc.). Save hundreds of hours of unproductive time. Real-time sync with your existing cloud drive storage reduces unproductive admin time. Not sending email with attachments or links reduces compliance and security risk. Clean, easy-to-use, interface reduces client inquiries. Existing portals limit collaboration beyond main client contact. Easy collaboration with third parties. Permission controlled access provides access to the right contacts.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Companies searching for a all-in-one compliance management system solution
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Audience
Financial advisors looking to increase engagement and collaborate with their clients
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationQuest CE
United States
www.questce.com/firm-compliance/
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Company InformationSideDrawer
Founded: 2018
Canada
sidedrawer.com/professionals.html
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Categories |
Categories |
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Compliance Features
Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
Incident Management
ISO Compliance
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation
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Integrations
Alma SIS
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