Renaissance

Renaissance

Quest CE
Wealthbox

Wealthbox

Starburst Labs
+
+

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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.

About

We make digital products that are vertically aligned for investors, advisors, broker-dealers, and financial brands. Wealthbox is beautifully designed CRM for financial advisors to manage client relationships and collaborate with their coworkers with ease. Stop squinting in a sea of data. With an easy-to-view layout and a quick note-taking interface, you can keep track of all phone calls, emails, files, and financial information. Monitor and engage your prospects and clients on social networks like Twitter to stay in context and keep current. Save time and be productive. Just click on a contact's phone number in Wealthbox and our system calls out to you and your contact for an instant telephone call. You can send, forward, and Bcc all emails to your private Wealthbox email dropbox address and they'll connect to the right contact record page of specific contacts in your account.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies searching for a all-in-one compliance management system solution

Audience

Financial advisors that need a CRM solution to improve and manage all their operations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Quest CE
United States
www.questce.com/firm-compliance/

Company Information

Starburst Labs
United States
www.wealthbox.com

Alternatives

Renaissance Next

Renaissance Next

Renaissance Learning

Alternatives

BITA Risk

BITA Risk

corfinancial
BITA Risk

BITA Risk

corfinancial
FinBursa 360

FinBursa 360

FinBursa Technologies Ltd

Categories

Categories

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

Integrations

Chat Agents
Chief
CircleBlack
Desktop.com
FP Alpha
Hubly
Intulse
MoneyGuide
Motileo
MyRepChat
Nango
Nitrogen
Quickwork
Raklet
RightCapital
Shift
Simplii
Stackreaction
Strety
Wealth.com

Integrations

Chat Agents
Chief
CircleBlack
Desktop.com
FP Alpha
Hubly
Intulse
MoneyGuide
Motileo
MyRepChat
Nango
Nitrogen
Quickwork
Raklet
RightCapital
Shift
Simplii
Stackreaction
Strety
Wealth.com
Claim Renaissance and update features and information
Claim Renaissance and update features and information
Claim Wealthbox and update features and information
Claim Wealthbox and update features and information