Consultant Portals

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

Trusted by Leading Compliance Consultants

Leading consulting firms manage client compliance on Quest CE’s Renaissance platform.

For over 60 years, DFP Partners has delivered compliance and accounting services to Broker-Dealers and RIAs, including outsourced CCO/FinOp support, AML testing, and mock regulatory audits.

InnReg helps fintechs innovate and succeed in regulated markets with compliance support, customized consulting and outsourcing solutions spanning initial licensing through all daily operations.

Red Oak connects content creation, compliance review, distribution, supervision, and analytics in a financial services platform, powered by Compliance-Grade AI™ and backed by expert support.

LeGaye Law Group provides legal, registration, compliance, and regulatory support to financial services firms, with practical guidance across SEC, FINRA, NFA, MSRB, CFTC, and state requirements.

Compliance 911 Solutions offers affordable, customizable compliance, registration, examination, and consulting services tailored to broker-dealers, investment advisers, and financial professionals.

American Elm Advisors provides compliance and operational consulting, regulatory guidance, risk assessments, policy review, training, and examination preparedness support for financial services firms.

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.

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.

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!