TOTALARCHIVEPatrina Corporation
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Related Products
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About
Greenboard is a cloud-based, AI-powered platform that acts as a unified operating system for regulatory compliance under the SEC and FINRA for financial firms. It consolidates what are often multiple fragmented tools into a single dashboard that handles archiving and communications supervision, firm- and employee-level compliance workflows, third-party/vendor compliance, marketing content reviews, trade-testing, and books/records management, and full audit-ready recordkeeping. Leveraging its built-in “Greenboard Go” AI engine, which connects to all firm data, it automatically scans for risks, flags compliance issues, and helps enforce consistent internal policies. Its interface and architecture are designed with usability and security in mind, featuring role-based permissions, enterprise-grade data infrastructure, and SOC2-Type 2 compliance to ensure data privacy and regulatory defensibility.
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About
Whether you are regulated by the SEC, FINRA, CFTC, or IIROC, Patrina’s TOTALARCHIVE™ digital communications archiving platform meets the stringent requirements of your regulating body. Our archiving compliance solutions align to perfection with the rigorous mandates set forth by your regulatory authority. With Patrina, you get the tools you need to:
Capture, Supervise Archive, and quickly access all your communications 24/7.
Respond quickly and efficiently to examiner requests.
Mitigate the risk associated with non-compliant communications.
Quick and easy onboarding.
No auto-renewing annual contracts.
No surprise price hikes.
Just the regulatory compliance solutions you need. When you need it. For as long as you need it. No fluff. No fat. Just powerful compliance muscle.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Financial firms looking for a solution to manage SEC/FINRA compliance, automate oversight, and maintain audit-ready recordkeeping across all functions
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Audience
SEC, FINRA, CFTC, or IIROC regulated companies that need a powerful archiving solution
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationGreenboard
Founded: 2023
United States
www.greenboard.com
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Company InformationPatrina Corporation
Founded: 1993
United States
patrina.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integrations
Amazon Web Services (AWS)
Dropbox
Google Drive
Microsoft SharePoint
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Integrations
Amazon Web Services (AWS)
Dropbox
Google Drive
Microsoft SharePoint
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