Patrina Description
Eliminate the hassle of managing multiple systems for your essential non-trading compliance needs. Patrina’s Integrated Compliance Suite caters to Broker-Dealers, RIAs, and FCMS, offering a single, robust platform that streamlines workflows and provides a comprehensive overview of your entire non-trading compliance program. As your business evolves in a rapidly changing world, adapting strategies and restructuring becomes crucial for maintaining competitiveness. Each action taken today carries implications for the future, and amidst these transitions, valuable historical data can easily be overlooked. Effective record preservation plays a vital role in the success of any enterprise, and thriving organizations require robust Enterprise Records Management (ERM) solutions. Regardless of whether regulatory demands or internal stakeholder needs govern your recordkeeping practices, Patrina’s ERM system equips your business with the necessary tools to securely consolidate and archive all critical electronic records on a globally accessible platform, ensuring you maintain compliance and protect your valuable data. In doing so, you can focus on growth while confidently managing your compliance obligations.
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Pricing
Pricing Starts At:
$250 per month
Integrations
Company Details
Company:
Patrina
Year Founded:
1993
Headquarters:
United States
Website:
patrina.com/records-management/
Media
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Product Details
Platforms
Web-Based
Types of Training
Live Training (Online)
In Person
Customer Support
Business Hours
Online Support
Patrina Features and Options
Compliance Software
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
Document Management Software
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
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