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About

Access Unify is a complete information management platform that helps organizations manage physical and digital information through one connected system. The platform brings together records management, retention governance, healthcare data archiving, and energy data management into a unified experience. Access Unify enables businesses to streamline how they store, retrieve, govern, and protect information throughout its lifecycle. Organizations can improve efficiency by eliminating information silos and automating workflows across records, compliance, and retrieval processes. The platform includes specialized solutions such as Access Unify | Records, Access Unify | Lifecycle, Access Unify | Energy, and Access Unify | Health to support different industry and operational needs. Access Unify also supports AI-assisted indexing, rapid digital delivery, lifecycle governance, and searchable archives for improved accessibility and compliance.

About

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Access Unify is designed for enterprises, healthcare organizations, energy companies, government agencies, legal teams, and businesses that require secure and scalable information lifecycle and records management solutions

Audience

Organizations that need compliant record keeping solutions

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$250 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Access
Founded: 2004
United States
www.accesscorp.com/access-unify/

Company Information

Patrina
Founded: 1993
United States
patrina.com/records-management/

Alternatives

Alternatives

SoftExpert ECM

SoftExpert ECM

SoftExpert
eBiziiMS

eBiziiMS

BridgeSol
APSS Enforcer

APSS Enforcer

Alert Public Safety Solutions (Alert PSS)

Categories

Categories

HR Compliance Features

Alerts / Notifications
Certifications Management
Communication Tools
Customizable HR Documents
Document Management
Records Management
Regulations Monitoring
Reporting / Analytics
Roles / Permissions
Version Control
Workflow Management

Compliance Features

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

Document Management Features

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

Integrations

Access Unify | Energy
Access Unify | Health
Access Unify | Lifecycle
MyRepChat
UKG Ready
Workday HCM

Integrations

Access Unify | Energy
Access Unify | Health
Access Unify | Lifecycle
MyRepChat
UKG Ready
Workday HCM
Claim Access Unify and update features and information
Claim Access Unify and update features and information
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