Audience
Organizations that need compliant record keeping solutions
About Patrina
Stop juggling multiple systems to manage the core of your non-trading compliance. Patrina’s Integrated Compliance Suite is designed for Broker-Dealers, RIAs, and FCMS. A single, powerfully integrated platform, Patrina automates workflow and delivers a 360 view of your entire non-trading compliance program.The world is expanding, and so is your business. Companies adjust business strategies, switch gears, restructure, in order to stay competitive. Everything your business does today will impact tomorrow – but sometimes history can be lost with changes. Preserving records are in an integral part of running a successful business, and successful businesses demand serious Enterprise Records Management (ERM) systems. Whether your recordkeeping requirements are dictated by a regulatory agency or by internal shareholders, Patrina’s ERM system provides the power your business needs to consolidate and preserve all of your critical electronic records on a secure and globally accessible platform.
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Take a look at our open access Live Demo on our website - you won't be bothered to set an appointment or give us your information.
Learn more
Pricing
Starting Price:
$250 per month
Integrations
Company Information
Patrina
Founded: 1993
United States
patrina.com/records-management/
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Product Details
Platforms Supported
Cloud
Training
Live Online
In Person
Support
Phone Support
Online
Patrina Frequently Asked Questions
Patrina Product Features
Compliance
Archiving & Retention
Audit Management
Version Control
Artificial Intelligence (AI)
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Workflow / Process Automation
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Conversion
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Full Text Search
Offline Access
Optical Character Recognition
Version Control
Document Assembly
Document Capture
Document Delivery
Forms Management
Print Management
