WebCE for Business streamlines the entire compliance lifecycle. Centralize your annual education and training requirements on one secure, SOC-compliant platform.
Access a robust library of compliance courses covering ethics, regulations, cybersecurity, anti-money laundering, and more. Our catalog supports multi-credit options to help professionals meet multiple requirements with a single course.
Hosting for Annual Compliance Meetings
Deliver your ACMs through an online platform that allows representatives to log in from anywhere, review real-world examples, and use Chat Tutor, powered by our WiseBot AI, to ask questions about the presentation and receive an immediate response.
Annual Compliance Questionnaire Delivery
You can choose from one of our templates or create customized surveys to collect and analyze data about your registered representatives' compliance activities.
Multi-Credit Ordering Simplified
Save time and reduce redundancy with our multi-credit catalog. Professionals can earn credit across multiple designations and jurisdictions with a single course, simplifying compliance for both individuals and administrators.
Needs Analysis & Training Recommendations
Take something off your plate by allowing us to provide you with recommendations, assist with developing your training plans, or helping you to archive your reports.
Conflict of Interest Questionnaires
Tailored questionnaires that help compliance teams track outside business activities, gifts, entertainment, conflicts of interest, and other employee disclosures through a streamlined, auditable process.
Features for Centralized Oversight
Learning Center
Register your business to receive a dedicated URL. Select the specific training products your industry requires.
Effortless Onboarding
Add your entire organization at once or send email invitations. Users manage their own profiles, reducing your administrative load.
Pricing & Payment Options
Save money by choosing a pricing and payment plan that works best for you with support for multiple cost centers.
Data Integration Feeds & Reports
Let us report course completions for you or integrate data feeds to your preferred vendor.
Enterprise Security
SOC-compliant data protection and privacy protocols.
Award-Winning Customer Support
Live, expert assistance via phone, chat, or email.
Flexible Solutions for Every Business
Self-Serve Approach
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Designed for small to mid-size teams, the self-serve approach provides a streamlined way to register your staff
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Upload users and assign courses or training
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Send reminders, set dues dates, and track progress
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Use real-time reporting to download completion reports and certificates of completion