4.6 on Trustpilot

Financial services training LMS

A training platform built to pass a bank’s due diligence

Exam and CE records that hold up under a regulator’s review, security documentation your clients’ procurement teams can read, and a platform load-tested beyond a ten-thousand-learner rollout. We build it around your programs and you own it outright, nothing metered.

4.6 on Trustpilot

Financial services training LMS

A training platform built to pass a bank’s due diligence

Exam and CE records that hold up under a regulator’s review, security documentation your clients’ procurement teams can read, and a platform load-tested beyond a ten-thousand-learner rollout. We build it around your programs and you own it outright, nothing metered.

4.6 on Trustpilot

Financial services training LMS

A training platform built to pass a bank’s due diligence

Exam and CE records that hold up under a regulator’s review, security documentation your clients’ procurement teams can read, and a platform load-tested beyond a ten-thousand-learner rollout. We build it around your programs and you own it outright, nothing metered.

Google
Foundr
BDO
NHS
FlightBridgeED
NATA
Pillars
Absolute Dogs
Charles Stanley Institute
In Touch Ministries
BioBuddy
JD Genius
Cave Academy
Career Masterclass
Rebelway
SchoolOnline
Embodied Philosophy

● A WORD FROM OUR FOUNDER

In 12 years building Learning Management Systems I’ve talked to thousands of learning businesses, a good few in insurance, securities and finance. What’s holding one back is usually one of three things, and I can tell which pretty quickly.

Weak backbone

A director at a finance training firm told me his content was way better than his competitors’, but he didn’t believe the backbone could hold it. I hear a version of that a lot. Good courses, sat on a plugin-based build that creaks the moment an agency rolls out a few thousand people at once.

Due diligence

Your clients are banks, insurers and broker-dealers, so before anyone signs, procurement sends a security questionnaire and things like that. This industry loves control and data but has to rely on vendors outside its control. If your platform provider can’t answer, the contract sits on hold.

Per-seat pricing

Win a ten-thousand-learner rollout on a per-seat plan and the vendor takes a cut of every one of them, every year, for doing nothing new. And you still don’t own the thing, which I think matters a lot if you ever want to sell the business or raise on it.

They come from the same place: a regulated business on a platform somebody else controls. The fix is owning the LMS outright, built around your programs and the questions procurement asks, with people who’ll stand behind it. Explore your options and talk it through with me.

Kaine Shutler

Founder, Plume

● A WORD FROM OUR FOUNDER

In 12 years building Learning Management Systems I’ve talked to thousands of learning businesses, a good few in insurance, securities and finance. What’s holding one back is usually one of three things, and I can tell which pretty quickly.

Weak backbone

A director at a finance training firm told me his content was way better than his competitors’, but he didn’t believe the backbone could hold it. I hear a version of that a lot. Good courses, sat on a plugin-based build that creaks the moment an agency rolls out a few thousand people at once.

Due diligence

Your clients are banks, insurers and broker-dealers, so before anyone signs, procurement sends a security questionnaire and things like that. This industry loves control and data but has to rely on vendors outside its control. If your platform provider can’t answer, the contract sits on hold.

Per-seat pricing

Win a ten-thousand-learner rollout on a per-seat plan and the vendor takes a cut of every one of them, every year, for doing nothing new. And you still don’t own the thing, which I think matters a lot if you ever want to sell the business or raise on it.

They come from the same place: a regulated business on a platform somebody else controls. The fix is owning the LMS outright, built around your programs and the questions procurement asks, with people who’ll stand behind it. Explore your options and talk it through with me.

Kaine Shutler

Founder, Plume

● A WORD FROM OUR FOUNDER

In 12 years building Learning Management Systems I’ve talked to thousands of learning businesses, a good few in insurance, securities and finance. What’s holding one back is usually one of three things, and I can tell which pretty quickly.

Weak backbone

A director at a finance training firm told me his content was way better than his competitors’, but he didn’t believe the backbone could hold it. I hear a version of that a lot. Good courses, sat on a plugin-based build that creaks the moment an agency rolls out a few thousand people at once.

Due diligence

Your clients are banks, insurers and broker-dealers, so before anyone signs, procurement sends a security questionnaire and things like that. This industry loves control and data but has to rely on vendors outside its control. If your platform provider can’t answer, the contract sits on hold.

Per-seat pricing

Win a ten-thousand-learner rollout on a per-seat plan and the vendor takes a cut of every one of them, every year, for doing nothing new. And you still don’t own the thing, which I think matters a lot if you ever want to sell the business or raise on it.

They come from the same place: a regulated business on a platform somebody else controls. The fix is owning the LMS outright, built around your programs and the questions procurement asks, with people who’ll stand behind it. Explore your options and talk it through with me.

Kaine Shutler

Founder, Plume

Engineered for due diligence and scale

An LMS you own is only worth owning if it holds up under a bank’s security review and an agency-wide rollout, so we build for both

Proven foundations

We build on thousands of components hardened across live platforms: course flows, timed exams, certificates, payments, audit logs. You pay for the exam logic, record rules and integrations your business needs; the rest is already stable.

75%

built before we start

Proven foundations

We build on thousands of components hardened across live platforms: course flows, timed exams, certificates, payments, audit logs. You pay for the exam logic, record rules and integrations your business needs; the rest is already stable.

75%

built before we start

Tested to hold up

Specialist QA engineers who know how learning platforms fail, plus regression testing, automated alerts and load testing. An exam that scores wrongly or a CE record that doesn’t save is caught in testing, long before an audit.

100k

users load-tested

Tested to hold up

Specialist QA engineers who know how learning platforms fail, plus regression testing, automated alerts and load testing. An exam that scores wrongly or a CE record that doesn’t save is caught in testing, long before an audit.

100k

users load-tested

Senior engineers, built for scale

Senior developers build for where you’re headed. Our platform for Google serves a million teachers across a dozen countries; the one for Pillars, an investment-banking training firm, runs its day-to-day client delivery.

1M+

learners, in platforms we’ve built

Senior engineers, built for scale

Senior developers build for where you’re headed. Our platform for Google serves a million teachers across a dozen countries; the one for Pillars, an investment-banking training firm, runs its day-to-day client delivery.

1M+

learners, in platforms we’ve built

Designed so learners pass

Pass rates and completion rates are how your clients judge you. We design so people keep practicing until they pass, and so the agency sees numbers worth renewing on.

3x

increase in completions

Designed so learners pass

Pass rates and completion rates are how your clients judge you. We design so people keep practicing until they pass, and so the agency sees numbers worth renewing on.

3x

increase in completions

One platform for your whole business

Most providers run the LMS, exam engine, shop and CRM as separate tools, and we build them as one

Sell to individuals and institutions: one checkout for the individual buying a pre-licensing course and the agency enrolling two hundred hires, one record behind both

One record per learner: enrollment, exam attempts, CE credits earned and certificate issued sit on one record, so a state insurance department’s request is one export

Bend it around your stack: connects to your CRM, your clients’ identity providers and your regulator’s reporting systems; if it needs to plug in, we build it

One source of truth: when a client’s compliance officer asks who completed AML training, it’s one report, and it matches the certificates

One platform for your whole business

Most providers run the LMS, exam engine, shop and CRM as separate tools, and we build them as one

Sell to individuals and institutions: one checkout for the individual buying a pre-licensing course and the agency enrolling two hundred hires, one record behind both

One record per learner: enrollment, exam attempts, CE credits earned and certificate issued sit on one record, so a state insurance department’s request is one export

Bend it around your stack: connects to your CRM, your clients’ identity providers and your regulator’s reporting systems; if it needs to plug in, we build it

One source of truth: when a client’s compliance officer asks who completed AML training, it’s one report, and it matches the certificates

One platform for your whole business

Most providers run the LMS, exam engine, shop and CRM as separate tools, and we build them as one

Sell to individuals and institutions: one checkout for the individual buying a pre-licensing course and the agency enrolling two hundred hires, one record behind both

One record per learner: enrollment, exam attempts, CE credits earned and certificate issued sit on one record, so a state insurance department’s request is one export

Bend it around your stack: connects to your CRM, your clients’ identity providers and your regulator’s reporting systems; if it needs to plug in, we build it

One source of truth: when a client’s compliance officer asks who completed AML training, it’s one report, and it matches the certificates

Portfolio

See what we've built for teams like yours

Client
TL;DR

Key takeaways

AI sales coach

What if every sales rep had a 24/7 coach?

Finance training platform

From unstable WordPress LMS to a scalable, multi-tenant B2B training platform

Student revision app

Giving teachers visibility. Giving students a way forward.

Multi-tenant B2B systems

Inside the multi-tenant systems powering today’s fastest-growing training brands

HOW IT WORKS

From scope to a licensing or exam prep platform you own

01

Strategy Blueprint

Before any code, we map your programs, the records each regulator expects, the questions your clients’ procurement teams ask and where your data lives, then cost the build. The plan is yours to keep, whoever builds it.

01

02

Prototype before code

Our founder-led design team turns the plan into a clickable prototype: the exam experience, the agency portal, the admin screens, tested before a line of code

02

03

Build in sprints

We build on proven components and custom-engineer your exam logic, records and integrations in short sprints you steer. Your own engineers or advisors can review each one as it lands.

03

04

Migration with records intact

Historic completions, CE credits and certificates move across with counts reconciled, so learners and regulators see an unbroken record

04

05

Launch without disruption

Full launch or phased, timed around your exam calendar and client renewals so nothing live is disrupted. Backed by 200+ launches.

05

06

You own it, we run it

You own the platform outright. We host it, keep the security controls current and answer the technical sections of your clients’ security questionnaires.

06

HOW IT WORKS

From scope to a licensing or exam prep platform you own

01

Strategy Blueprint

Before any code, we map your programs, the records each regulator expects, the questions your clients’ procurement teams ask and where your data lives, then cost the build. The plan is yours to keep, whoever builds it.

01

02

Prototype before code

Our founder-led design team turns the plan into a clickable prototype: the exam experience, the agency portal, the admin screens, tested before a line of code

02

03

Build in sprints

We build on proven components and custom-engineer your exam logic, records and integrations in short sprints you steer. Your own engineers or advisors can review each one as it lands.

03

04

Migration with records intact

Historic completions, CE credits and certificates move across with counts reconciled, so learners and regulators see an unbroken record

04

05

Launch without disruption

Full launch or phased, timed around your exam calendar and client renewals so nothing live is disrupted. Backed by 200+ launches.

05

06

You own it, we run it

You own the platform outright. We host it, keep the security controls current and answer the technical sections of your clients’ security questionnaires.

06

HOW IT WORKS

From scope to a licensing or exam prep platform you own

01

Strategy Blueprint

Before any code, we map your programs, the records each regulator expects, the questions your clients’ procurement teams ask and where your data lives, then cost the build. The plan is yours to keep, whoever builds it.

01

02

Prototype before code

Our founder-led design team turns the plan into a clickable prototype: the exam experience, the agency portal, the admin screens, tested before a line of code

02

03

Build in sprints

We build on proven components and custom-engineer your exam logic, records and integrations in short sprints you steer. Your own engineers or advisors can review each one as it lands.

03

04

Migration with records intact

Historic completions, CE credits and certificates move across with counts reconciled, so learners and regulators see an unbroken record

04

05

Launch without disruption

Full launch or phased, timed around your exam calendar and client renewals so nothing live is disrupted. Backed by 200+ launches.

05

06

You own it, we run it

You own the platform outright. We host it, keep the security controls current and answer the technical sections of your clients’ security questionnaires.

06

4.6 on Trustpilot

What our clients say

“I’m confident we’re on the right path and that the Plume Blueprint was a sound investment in building the next evolution of our LMS.”
Steve BerryVP, Education and Safety, NATA
Steve Berry
“We partnered with Plume to create a blueprint for our new LMS, and the experience was invaluable.”
Carly WallaceManaging Director, Study Active
Carly Wallace
“From the initial discussions to the delivery of the blueprint, we have felt listened to and understood, challenged and guided as needed.”
Andy PearceFounder, On Track Learning
“They know how to listen to a client’s needs and translate those needs into an actionable plan.”
Matt BrambleCEO, Leverage Lab
“I must have looked at 30-40 companies that provide custom LMS’s, and by far the most impressive was Plume.”
Seida WoodFounder, JD Genius
“The process felt collaborative rather than transactional, and their professionalism and attention to detail gave us confidence at each stage.”
David LocklinExecutive Director, Assistance Dogs International
David Locklin
“Their team demonstrated a strong understanding of learning platforms and took the time to understand our goals before proposing solutions.”
David LocklinExecutive Director, Assistance Dogs International
David Locklin
“What stood out most was their ability to translate complex ideas into practical, user-friendly learning experiences.”
David LocklinExecutive Director, Assistance Dogs International
David Locklin
“I’ve tried 3 different times to rebuild my legacy LMS, and the first two attempts were quite terrible. Working with Plume has been the total opposite.”
Steve SoldisCEO, The Distance Learning Company
Steve Soldis
“They’re incredibly organized, super thorough, and respect everyone’s time.”
Steve SoldisCEO, The Distance Learning Company
Steve Soldis
“It feels like working with a team that is genuinely invested in the project and in finding the right solution for us.”
Steve BerryVP, Education and Safety, NATA
Steve Berry
“We are receiving a highly customized solution rather than adapting our needs to an off-the-shelf product.”
Steve BerryVP, Education and Safety, NATA
Steve Berry
“The Blueprint work has translated into the build - we’re not starting over or re-explaining our needs at every turn.”
Steve BerryVP, Education and Safety, NATA
Steve Berry
“The Plume team has remained engaged, thoughtful, and willing to challenge our assumptions.”
Steve BerryVP, Education and Safety, NATA
Steve Berry
“I’d highly recommend Plume to organizations looking for a partner that takes the time to understand the problem before building the solution.”
Steve BerryVP, Education and Safety, NATA
Steve Berry
“It is rare to find a team that pairs technical capability with such dependable execution.”
Chris HatcherCEO, 4C Academy
Chris Hatcher
“They asked the right questions and made sure every requirement was addressed before writing a line of code.”
Chris HatcherCEO, 4C Academy
Chris Hatcher
“Their project management during development has been structured, transparent, and thoughtful at every stage.”
Chris HatcherCEO, 4C Academy
Chris Hatcher
“The proposed user experience and interface were far beyond anything we had seen from other LMS providers.”
Carly WallaceManaging Director, Study Active
Carly Wallace
“The team took the time to truly listen, asking insightful questions that helped us clarify our needs.”
Carly WallaceManaging Director, Study Active
Carly Wallace
“Plume offered a bespoke solution that addressed our issues and allowed us to develop exactly what we needed.”
Andrew JenkinsManaging Director, Schoolwatch and Lessonflix
Andrew Jenkins
“Before partnering with Plume, we struggled with a rigid, boilerplate platform that limited our growth and adaptability.”
Andrew JenkinsManaging Director, Schoolwatch and Lessonflix
Andrew Jenkins
“Plume stood out because they didn’t just sell us a service and take our money, they assessed our needs first to ensure alignment.”
Andrew JenkinsManaging Director, Schoolwatch and Lessonflix
Andrew Jenkins
“Thanks to Plume’s eLearning expertise, we’ve seen a steady increase in our growth.”
Dave RotheroeCEO, Grip Advertising
Dave Rotheroe
“Our new LMS solution runs and loads much faster than the previous model. The UX is marvellous and beautiful to work with for our users.”
Dave RotheroeCEO, Grip Advertising
Dave Rotheroe
“Plume is a well-oiled machine; everybody on their team works well together.”
Seida WoodFounder, JD Genius
“I can see on the staging website exactly how it looks. I can play with it; I can see it and experience it the way my users would.”
Seida WoodFounder, JD Genius
“Everything was explained to us thoroughly, and we avoided any costly surprises as a result.”
George WrightFounder, Vounder Analytics
“We created automated client training, which resulted in a more hands-off training experience on our end.”
George WrightFounder, Vounder Analytics
“With no costly rebuilds or workarounds required, they’ve removed the growth barriers that once held us back.”
Paul BatemanOn Track Learning
Paul Bateman
“After working with Plume, we now have a fully customised learning platform that scales with us.”
Paul BatemanOn Track Learning
Paul Bateman
“From the very beginning, Plume’s team worked closely with us to design a solution tailored to our specific needs.”
Paul BatemanOn Track Learning
Paul Bateman
“They didn’t just blindly execute our instructions, but challenged us when they saw potential for a better solution.”
Russell GrovesFounder, Training Sensei
Russell Groves
“Plume are extremely process-driven which gave us full visibility of what was going on, and the comfort to trust the process.”
Russell GrovesFounder, Training Sensei
Russell Groves
“Despite the complexity of the project, Plume managed to deliver on time and within the agreed budget.”
Russell GrovesFounder, Training Sensei
Russell Groves
“There have been very few hiccups along the years, but when something isn’t quite right, they have been quick to rectify issues.”
Jack FordManaging Director, Ford Creative
“They have gone above and beyond to help us deliver science education to our users.”
Christopher EgastiBioBuddy
“Kaine and his team went the extra mile in consultation and helped us uncover some interesting opportunities for future iterations.”
Jo HargreavesCEO, wellness and fitness company

Frequently asked questions

Can't see your question? Explore your options and we'll talk it through.

What should a financial services training LMS do that a general learning management system does not?

A financial services training LMS has to satisfy three audiences at once: the learner sitting a licensing exam, the institution whose procurement team runs vendor due diligence, and the regulator who may ask for records years later. Beyond delivering courses, it keeps an unalterable audit trail, logs exam attempts and CE credits against each learner, supports single sign-on for bank and agency clients, isolates each client’s data in its own portal, and is built to the security control standards a bank’s questionnaire asks about. We build those in from the start, on a platform you own, so the evidence is always yours to produce.

How do we get our training platform through a bank’s vendor due diligence?

Procurement wants two things: the security features in the platform, and evidence they work. The platform is built and hosted to SOC 2 and ISO 27001 control standards, with audit trails, role-based access, single sign-on, encryption and tenant isolation as standard. Behind it sits the evidence: an annual independent penetration test and attestation letter, quarterly access reviews, and a security pack with data-flow diagram, subprocessor list and maintained questionnaire answers. When a client sends a questionnaire, we answer the technical sections within an agreed turnaround. SOC 2 is awarded to your organization; if you pursue it, our evidence feeds your audit.

Will the LMS hold up under agency-wide rollouts?

Yes. We’ve load-tested to 100k users, so an agency onboarding ten thousand people on a Monday morning is well inside the tested range. Senior engineers design the architecture, caching and hosting around the volumes in your contracts, and the hosting scales with demand. The platform built for Google serves a million teachers across a dozen countries. A platform that melted on deployment is the fear we hear most from operators in this market, and load testing before launch is how we answer it.

How does the platform protect exam integrity in securities exam prep and CE?

Exam integrity is built into the course flow: randomized question banks so no two sittings match, timers that hold the mandated minutes, attempt limits, and identity checks at random points. Every attempt, answer and check is written to the audit trail with a timestamp, so the record shows what happened and when.

Will the LMS keep records FINRA and states expect?

Yes. Every enrollment, module completion, exam attempt, score and CE credit is logged against the learner with a timestamp, and the audit trail can’t be altered afterwards. Retention follows your regulator’s rule, so a record from six years ago is as retrievable as last week’s, and completions export in the format your state’s CE reporting system requires. FINRA, state insurance department and NMLS rules are your obligations; the platform’s job is to produce the evidence on demand, and because you own the platform and its database, the evidence stays with you.

How much does an LMS for insurance CE and licensing cost against per-seat pricing?

The platform is a single fee, paid once or spread over three years, and the Blueprint fixes the number before anyone commits: a costed plan you keep, so nobody decides on the full build from a web page. Set that against per-seat pricing at your volumes: when an agency rolls out ten thousand learners, a per-learner charge that looks small on paper becomes a serious annual bill, and it rises every time you win a contract. Owning the platform means you pay for it once; per-seat pricing means you pay again for every learner, every year. Ongoing costs are hosting and support, with nothing metered.

Who owns the platform, the code and the data, and where is it hosted?

You do. The platform is yours outright: source code, database and every record in it, with a full data export in a usable format available without asking us. Host with us on infrastructure run to SOC 2 and ISO 27001 control standards, or move it to your own cloud, in whatever region a bank’s data residency rules require. If you ever leave, the platform keeps working and the records go with you.

Can we take the LMS in-house later, and what IP do we own?

Yes. The custom code written for your platform is yours, and the pre-built components it sits on come with a lifetime license, so you can run, change and extend the whole platform without us. The license is an asset you can show a buyer. When you’re ready, we hand over the code and documentation and train your developers. What you’d lose on leaving is our monitoring, penetration testing and evidence history, which we also offer as a standalone service to platforms run in-house.

Frequently asked questions

Can't see your question? Explore your options and we'll talk it through.

What should a financial services training LMS do that a general learning management system does not?

A financial services training LMS has to satisfy three audiences at once: the learner sitting a licensing exam, the institution whose procurement team runs vendor due diligence, and the regulator who may ask for records years later. Beyond delivering courses, it keeps an unalterable audit trail, logs exam attempts and CE credits against each learner, supports single sign-on for bank and agency clients, isolates each client’s data in its own portal, and is built to the security control standards a bank’s questionnaire asks about. We build those in from the start, on a platform you own, so the evidence is always yours to produce.

How do we get our training platform through a bank’s vendor due diligence?

Procurement wants two things: the security features in the platform, and evidence they work. The platform is built and hosted to SOC 2 and ISO 27001 control standards, with audit trails, role-based access, single sign-on, encryption and tenant isolation as standard. Behind it sits the evidence: an annual independent penetration test and attestation letter, quarterly access reviews, and a security pack with data-flow diagram, subprocessor list and maintained questionnaire answers. When a client sends a questionnaire, we answer the technical sections within an agreed turnaround. SOC 2 is awarded to your organization; if you pursue it, our evidence feeds your audit.

Will the LMS hold up under agency-wide rollouts?

Yes. We’ve load-tested to 100k users, so an agency onboarding ten thousand people on a Monday morning is well inside the tested range. Senior engineers design the architecture, caching and hosting around the volumes in your contracts, and the hosting scales with demand. The platform built for Google serves a million teachers across a dozen countries. A platform that melted on deployment is the fear we hear most from operators in this market, and load testing before launch is how we answer it.

How does the platform protect exam integrity in securities exam prep and CE?

Exam integrity is built into the course flow: randomized question banks so no two sittings match, timers that hold the mandated minutes, attempt limits, and identity checks at random points. Every attempt, answer and check is written to the audit trail with a timestamp, so the record shows what happened and when.

Will the LMS keep records FINRA and states expect?

Yes. Every enrollment, module completion, exam attempt, score and CE credit is logged against the learner with a timestamp, and the audit trail can’t be altered afterwards. Retention follows your regulator’s rule, so a record from six years ago is as retrievable as last week’s, and completions export in the format your state’s CE reporting system requires. FINRA, state insurance department and NMLS rules are your obligations; the platform’s job is to produce the evidence on demand, and because you own the platform and its database, the evidence stays with you.

How much does an LMS for insurance CE and licensing cost against per-seat pricing?

The platform is a single fee, paid once or spread over three years, and the Blueprint fixes the number before anyone commits: a costed plan you keep, so nobody decides on the full build from a web page. Set that against per-seat pricing at your volumes: when an agency rolls out ten thousand learners, a per-learner charge that looks small on paper becomes a serious annual bill, and it rises every time you win a contract. Owning the platform means you pay for it once; per-seat pricing means you pay again for every learner, every year. Ongoing costs are hosting and support, with nothing metered.

Who owns the platform, the code and the data, and where is it hosted?

You do. The platform is yours outright: source code, database and every record in it, with a full data export in a usable format available without asking us. Host with us on infrastructure run to SOC 2 and ISO 27001 control standards, or move it to your own cloud, in whatever region a bank’s data residency rules require. If you ever leave, the platform keeps working and the records go with you.

Can we take the LMS in-house later, and what IP do we own?

Yes. The custom code written for your platform is yours, and the pre-built components it sits on come with a lifetime license, so you can run, change and extend the whole platform without us. The license is an asset you can show a buyer. When you’re ready, we hand over the code and documentation and train your developers. What you’d lose on leaving is our monitoring, penetration testing and evidence history, which we also offer as a standalone service to platforms run in-house.

Frequently asked questions

Can't see your question? Explore your options and we'll talk it through.

What should a financial services training LMS do that a general learning management system does not?

A financial services training LMS has to satisfy three audiences at once: the learner sitting a licensing exam, the institution whose procurement team runs vendor due diligence, and the regulator who may ask for records years later. Beyond delivering courses, it keeps an unalterable audit trail, logs exam attempts and CE credits against each learner, supports single sign-on for bank and agency clients, isolates each client’s data in its own portal, and is built to the security control standards a bank’s questionnaire asks about. We build those in from the start, on a platform you own, so the evidence is always yours to produce.

How do we get our training platform through a bank’s vendor due diligence?

Procurement wants two things: the security features in the platform, and evidence they work. The platform is built and hosted to SOC 2 and ISO 27001 control standards, with audit trails, role-based access, single sign-on, encryption and tenant isolation as standard. Behind it sits the evidence: an annual independent penetration test and attestation letter, quarterly access reviews, and a security pack with data-flow diagram, subprocessor list and maintained questionnaire answers. When a client sends a questionnaire, we answer the technical sections within an agreed turnaround. SOC 2 is awarded to your organization; if you pursue it, our evidence feeds your audit.

Will the LMS hold up under agency-wide rollouts?

Yes. We’ve load-tested to 100k users, so an agency onboarding ten thousand people on a Monday morning is well inside the tested range. Senior engineers design the architecture, caching and hosting around the volumes in your contracts, and the hosting scales with demand. The platform built for Google serves a million teachers across a dozen countries. A platform that melted on deployment is the fear we hear most from operators in this market, and load testing before launch is how we answer it.

How does the platform protect exam integrity in securities exam prep and CE?

Exam integrity is built into the course flow: randomized question banks so no two sittings match, timers that hold the mandated minutes, attempt limits, and identity checks at random points. Every attempt, answer and check is written to the audit trail with a timestamp, so the record shows what happened and when.

Will the LMS keep records FINRA and states expect?

Yes. Every enrollment, module completion, exam attempt, score and CE credit is logged against the learner with a timestamp, and the audit trail can’t be altered afterwards. Retention follows your regulator’s rule, so a record from six years ago is as retrievable as last week’s, and completions export in the format your state’s CE reporting system requires. FINRA, state insurance department and NMLS rules are your obligations; the platform’s job is to produce the evidence on demand, and because you own the platform and its database, the evidence stays with you.

How much does an LMS for insurance CE and licensing cost against per-seat pricing?

The platform is a single fee, paid once or spread over three years, and the Blueprint fixes the number before anyone commits: a costed plan you keep, so nobody decides on the full build from a web page. Set that against per-seat pricing at your volumes: when an agency rolls out ten thousand learners, a per-learner charge that looks small on paper becomes a serious annual bill, and it rises every time you win a contract. Owning the platform means you pay for it once; per-seat pricing means you pay again for every learner, every year. Ongoing costs are hosting and support, with nothing metered.

Who owns the platform, the code and the data, and where is it hosted?

You do. The platform is yours outright: source code, database and every record in it, with a full data export in a usable format available without asking us. Host with us on infrastructure run to SOC 2 and ISO 27001 control standards, or move it to your own cloud, in whatever region a bank’s data residency rules require. If you ever leave, the platform keeps working and the records go with you.

Can we take the LMS in-house later, and what IP do we own?

Yes. The custom code written for your platform is yours, and the pre-built components it sits on come with a lifetime license, so you can run, change and extend the whole platform without us. The license is an asset you can show a buyer. When you’re ready, we hand over the code and documentation and train your developers. What you’d lose on leaving is our monitoring, penetration testing and evidence history, which we also offer as a standalone service to platforms run in-house.

Let's explore your options

After you submit, our AI assistant will call you for a quick 2-3 minute chat about your project, so we can work out which options fit. You can book a call with our founder now, or after your chat with the assistant.

4.6 on Trustpilot

"They didn't just sell us a service and take our money, they assessed our needs first."

Let's explore your options

After you submit, our AI assistant will call you for a quick 2-3 minute chat about your project, so we can work out which options fit. You can book a call with our founder now, or after your chat with the assistant.

Let's explore your options

After you submit, our AI assistant will call you for a quick 2-3 minute chat about your project, so we can work out which options fit. You can book a call with our founder now, or after your chat with the assistant.

Plan your next learning platform with our founder

About Plume

As the leading custom learning platform provider serving training businesses in the US and Europe, we help businesses design, build and grow pioneering learning tech that unlocks limitless growth potential.

Plan your next learning platform with our founder

About Plume

As the leading custom learning platform provider serving training businesses in the US and Europe, we help businesses design, build and grow pioneering learning tech that unlocks limitless growth potential.

Plan your next learning platform with our founder

About Plume

As the leading custom learning platform provider serving training businesses in the US and Europe, we help businesses design, build and grow pioneering learning tech that unlocks limitless growth potential.