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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

The shift to working from home (WFH) has become a fundamental aspect of the new normal due to the COVID pandemic. For organizations, the ability for employees to work remotely has become essential to maintain operations, serve clients effectively, and manage risks. To support this transition, GRACE offers a solution. La Meer’s GRACE platform, which stands for governance, risk, and compliance for the enterprise, is a cloud-based system tailored specifically for the financial sector, including banks, broker-dealers, wealth advisory firms, alternative investments, and asset management companies. This all-encompassing cloud solution empowers organizations and their teams to provide uninterrupted client service while ensuring comprehensive oversight, compliance, and risk management regardless of location. Additionally, the GRACE platform's modular design enables clients to choose and pay only for the specific modules or functionalities that meet their unique needs, making it a flexible choice for businesses of all sizes. Ultimately, GRACE positions organizations to adapt seamlessly to the evolving demands of the financial landscape.

Description

Renaissance serves as a comprehensive compliance management system (CMS) designed to streamline the assignment of crucial compliance tasks to broker-dealers and investment advisors alike. The main interface of the Renaissance platform incorporates a user-friendly, icon-based menu that directs users to their most urgent compliance responsibilities. Additionally, our advanced reporting dashboard facilitates the alignment of your compliance goals with broader risk management initiatives. Access permissions can be tailored to reflect your firm's organizational structure, ensuring that appropriate personnel have access to vital information. You can also create, manage, and send targeted emails that correspond with the activity status of your users, with the flexibility to schedule these communications on a daily, weekly, or monthly basis. Furthermore, the system is fully optimized for mobile devices, granting users the ability to connect through any internet-enabled laptop, tablet, or smartphone, thus enhancing accessibility and convenience. This versatility ultimately empowers your team to stay compliant and informed, regardless of their location.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Alma SIS No 

Integrations

Alma SIS Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

La Meer

Founded

2010

Country

United States

Website

lameerinc.com

Vendor Details

Company Name

Quest CE

Country

United States

Website

www.questce.com/firm-compliance/

Product Features

Financial Risk Management

Compliance Management No 
Credit Risk Management No 
For Hedge Funds No 
Liquidity Analysis No 
Loan Portfolio Management No 
Market Risk Management No 
Operational Risk Management No 
Portfolio Management No 
Portfolio Modeling No 
Risk Analytics Benchmarks No 
Stress Tests No 
Value At Risk Calculation No 

GRC

Auditing No 
Disaster Recovery No 
Environmental Compliance No 
IT Risk Management No 
Incident Management No 
Internal Controls Management No 
Operational Risk Management No 
Policy Management No 

Product Features

Compliance

Archiving & Retention Yes 
Artificial Intelligence (AI) No 
Audit Management No 
Compliance Tracking No 
Controls Testing No 
Environmental Compliance No 
FDA Compliance No 
HIPAA Compliance No 
ISO Compliance No 
Incident Management No 
OSHA Compliance No 
Risk Management No 
Sarbanes-Oxley Compliance No 
Surveys & Feedback No 
Version Control No 
Workflow / Process Automation No 

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