Consultant Portals

A centralized, branded hub for managing day-to-day compliance with your firms.

Elevate your Compliance Tech-Stack

Bring automation to your training, tracking and audit management responsibilities.

Designed for Multi-Client Oversight

Renaissance makes it easy for consulting firms to manage multiple clients from a single, branded portal. Instead of logging into each firm separately, consultants use one login to access every firm they support. All programs, reports, and training activity are available in one central dashboard. When needed, consultants can quickly switch between firms using a dropdown to review details, run reports, or support a specific client. No multiple logins. No extra URLs. Just one place to manage everything.

Easy Firm Access

Custom-Branded Portal

Your consulting firm receives a custom branded portal that reflects your name and brand, giving your team a clear home base in Renaissance. Each client firm can also have its own branded experience. Consultants log in through your branded portal as administrators, while firm users see their own firm’s branding throughout the system. This keeps the experience familiar for each firm while allowing you to manage everything from one place.

Become a Compliance Consultant Partner

Partner with Quest CE to expand the value you deliver to clients while supporting your firm’s growth. Our platform provides scalable compliance training, policy management and approval workflows, and automation tools that streamline day to day operations.

Explore Services

Tools and services that help you deliver more value to your clients.

Annual Compliance Questionnaire

Compliance Questionnaire(s)

Easily collect and analyze data regarding annual compliance activities.

Conflict of Interest

Conflict of Interest Tracking

Individually track OBAs, Gifts, Entertainment, Customer Complaints and more!

Annual Compliance Meeting

Annual Compliance Meeting

Cut costs, improve productivity and accelerate learning with our online meeting technology.

Contact our Sales Team

Submit the form to schedule a product demonstration!

Still not convinced? Take a test drive of our system today!