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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.

About

The RecordPoint Data Trust platform helps highly regulated organizations manage records and data throughout their lifecycle, regardless of system. The customizable platform is comprised of records management and data lineage tools that work together to give you full context of your data. RecordPoint’s capabilities span six core areas, which are the essential building blocks for solid data governance - data inventory, categorization, records management, privacy, minimization, and migration.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Organizations that need compliant record keeping solutions

Audience

Organizations in highly regulated industries such as government, financial services, utilities and healthcare.

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$250 per month
Free Version Not Supported
Free Trial Not Supported

Pricing

Priced by volume of records managed
Free Version Not Supported
Free Trial Not Supported

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

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 Not Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Not Supported
In Person Supported

Company Information

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

Company Information

RecordPoint
Founded: 2009
United States
www.recordpoint.com

Alternatives

Alternatives

SoftExpert ECM

SoftExpert ECM

SoftExpert
eCase

eCase

Fivium
APSS Enforcer

APSS Enforcer

Alert Public Safety Solutions (Alert PSS)
OneVault

OneVault

Donoma Software

Categories

Categories

Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Tools Supported
Compliance Tracking Supported
Document Archiving Supported
Document Assembly Not Supported
Document Capture Not Supported
Document Conversion Supported
Document Delivery Not Supported
Document Indexing Supported
Document Retention Supported
Electronic Signature Supported
Email Management Supported
File Recovery Supported
File Type Conversion Supported
Forms Management Not Supported
Full Text Search Supported
Offline Access Supported
Optical Character Recognition Supported
Print Management Not Supported
Version Control Supported

Compliance Features

Archiving & Retention Supported
Artificial Intelligence (AI) Not Supported
Audit Management Supported
Compliance Tracking Not Supported
Controls Testing Not Supported
Environmental Compliance Not Supported
FDA Compliance Not Supported
HIPAA Compliance Not Supported
Incident Management Not Supported
ISO Compliance Not Supported
OSHA Compliance Not Supported
Risk Management Not Supported
Sarbanes-Oxley Compliance Not Supported
Surveys & Feedback Not Supported
Version Control Supported
Workflow / Process Automation Not Supported

Document Management Features

Access Controls Not Supported
Archiving & Retention Supported
Collaboration Tools Supported
Compliance Tracking Supported
Document Archiving Supported
Document Assembly Not Supported
Document Capture Not Supported
Document Conversion Not Supported
Document Delivery Not Supported
Document Indexing Not Supported
Document Retention Supported
Electronic Signature Not Supported
Email Management Not Supported
File Recovery Supported
File Type Conversion Supported
Forms Management Not Supported
Full Text Search Not Supported
Offline Access Not Supported
Optical Character Recognition Supported
Print Management Not Supported
Version Control Not Supported

Archiving Features

Access Control Not Supported
Data Deduplication Not Supported
Document Management Not Supported
eDiscovery Supported
Email Archiving Not Supported
Multimedia Archiving Not Supported
Retention Management Supported
Storage Management Not Supported
Version Control Not Supported
Web Archiving Not Supported

Data Privacy Management Features

Access Control Not Supported
CCPA Compliance Supported
Consent Management Not Supported
Data Mapping Not Supported
GDPR Compliance Supported
Incident Management Not Supported
PIA / DPIA Not Supported
Policy Management Not Supported
Risk Management Supported
Sensitive Data Identification Supported

Integrations

Box Not Supported
Dropbox Not Supported
Microsoft 365 Not Supported
Microsoft Exchange Not Supported
Microsoft OneDrive Not Supported
Microsoft SharePoint Not Supported
Microsoft Teams Not Supported
MyRepChat Supported
Salesforce Not Supported
ServiceNow Not Supported
Workday Extend Not Supported

Integrations

Box Supported
Dropbox Supported
Microsoft 365 Supported
Microsoft Exchange Supported
Microsoft OneDrive Supported
Microsoft SharePoint Supported
Microsoft Teams Supported
MyRepChat Not Supported
Salesforce Supported
ServiceNow Supported
Workday Extend Supported
Claim Patrina and update features and information
Claim Patrina and update features and information
Claim RecordPoint and update features and information
Claim RecordPoint and update features and information