Our system helps you deliver training, track disclosures and remediate risk, all from one centralized dashboard.
Renaissance is our all-in-one compliance management system (CMS) that helps simplify the process of managing your annually-required training and tracking procedures. Known for its user-friendly interface and integrated service options, the platform is easy to maintain, with unmatched client support.
Need to customize your courses, exams, surveys, audits and policies on-the-fly? No worries, our managed programs give you the tools to create and edit your own materials, without the need for outside assistance or advanced programming experience. Once materials are created, they can easily be grouped into lesson plans to be assigned to different departments or user profiles.
Set-up a program in 30 minutes or less using our self-service solution. Ideal for firms with 20 representatives or less.Learn How to Get Started
Build and launch a custom training program while benefiting from the management experience of a dedicated Account Executive.Talk to an Expert
Each service can be purchased individually, or bundled together, to create a full-coverage program.
Deliver your Needs Analysis Survey and choose from over 450 Firm Element courses.Learn More
Offer robust training opportunities to help your advisors succeed.Learn More
Provide training that facilitates compliance with key MSRB rules and regulation.Learn More
Save time and money by taking your Annual Compliance Meeting online.Learn More
Stay BSA compliant with a diverse range of Anti-Money Laundering courses.Learn More
Bolster your firm’s cybersecurity protocols with security awareness training.Learn More
Actively track outside business activities, gifts, customer complaints and more.Learn More
Collect and analyze data regarding your representatives’ annual compliance activities.Learn More
Limit risk exposures by leveraging our award-winning branch audit solution.Learn More
Provide a unified location for corporate policies and internal documents.Learn More
Get step-by-step guidance on your insurance licensing and registration procedures.Learn More
Gain access to FINRA E-Learning programs and individual courses on-demand.Get Started