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features
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Description

The CE Manager delivers precise and current compliance regulations and calculations, enabling organizations to maintain adherence across various jurisdictions, streamline processes, and connect with existing HR solutions and content providers. Recognized as a frontrunner in CLE compliance, CE Manager features an intuitive learning management system (LMS) that fosters learning and growth across the firm. It allows for the customization of learning plans and the provision of on-demand CLE content accessible via mobile devices for both attorneys and clients, thereby enhancing business development. Additionally, CE Manager automates the tracking of compliance requirements, mitigates risks associated with compliance, and ensures meticulous attention to regulatory details. The system can automatically generate compliance reports in the necessary formats, showcasing its reliable technology for managing continuing education and compliance. Furthermore, the user-friendly LMS is tailored to support the development and education of the entire firm, while also enabling the generation of comprehensive compliance reports that demonstrate attorneys' adherence to good standing, ultimately reducing risk and reinforcing the firm's commitment to compliance for clients. In essence, CE Manager not only simplifies compliance management but also contributes significantly to the overall growth and reputation of the firm.

Description

Red Oak Software, previously known as AdMaster Compliance™, offers a robust suite of features that adhere to SEC 17A-4 regulations, specifically designed to address the changing requirements of both small and large financial institutions. Our innovative workflow software empowers your organization to mitigate risks, cut expenses, and enhance the efficiency of your compliance review procedures. Developing and implementing a successful compliance program can be complex and demands expertise. Our secure, cloud-based platform emerges from extensive collaboration between compliance specialists and technology developers, designed to oversee the entire compliance review lifecycle comprehensively. Acknowledging that compliance is interconnected with various aspects of business, Red Oak Software is crafted to adapt to the dynamic needs of financial firms of all sizes, allowing for smooth collaboration with both your firm's internal teams and the external parties necessary for maintaining full compliance. Ultimately, our solution aims to streamline the compliance process, ensuring that your firm remains both efficient and compliant in today’s regulatory landscape.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft Outlook
Red Marker

Integrations

Microsoft Outlook
Red Marker

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Litera

Founded

2001

Country

United States

Website

www.litera.com/products/ce-manager

Vendor Details

Company Name

Red Oak Compliance Solutions

Founded

2010

Country

United States

Website

www.redoakcompliance.com/admaster/overview/

Product Features

Product Features

Compliance

Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation

Financial Risk Management

Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

Policy Management

Approval Process Control
Attestation
Audit Trails
Policy Creation
Policy Library
Policy Metadata Management
Policy Training
Reporting / Analytics
Version Control
Workflow Management

Risk Management

Alerts/Notifications
Auditing
Business Process Control
Compliance Management
Corrective Actions (CAPA)
Dashboard
Exceptions Management
IT Risk Management
Internal Controls Management
Legal Risk Management
Mobile Access
Operational Risk Management
Predictive Analytics
Reputation Risk Management
Response Management
Risk Assessment

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