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Advisor centric

Top user experience

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focused

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We strive to give our clients peace of mind around fulfilling their CE credit obligations so they can stay focused on working on their business.
Keeping the advisors in mind, we are user experience focused and keep up to date on all the regulatory changes around CE Credits, so they don’t have to do it.

Vision

We want advisors & dealers to have a hassle-free automated way to track and manage continuing education (CE Credits) to allocate time where it does matter.

Mission

To help financial services professionals easily track their continuing education commitments to confidently meet regulatory and designation requirements; increasing productivity and knowledge, which fuels their competitive advantage.