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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

Sharp Archive is a leading provider for archiving communication for regulated organizations. Most of our users are required to archive in industries such as finance, insurance, government, education, healthcare, and pharma. Sharp Archive was founded by financial professionals who are also under mandatory archiving rules. When we were looking for software solutions, we were surprised by how expensive and out-of-date the options were. In some cases, the software had not been updated to meet the latest regulations. 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.

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

Organizations that need compliant record keeping solutions

Audience

Regulated companies (finance, investments, insurance, education, healthcare, pharma, government agencies, municipalities)

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

$250 per month
Free Version
Free Trial

Pricing

$100/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

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

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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 4.5 / 5
design 5.0 / 5
support 5.0 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

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

Company Information

Sharp Archive
United States
sharparchive.com

Alternatives

Alternatives

OTC Link ATS

OTC Link ATS

OTC Markets
TOTALARCHIVE

TOTALARCHIVE

Patrina Corporation
Data Archive Manager™

Data Archive Manager™

Data443 Risk Mitigation, Inc.
Proftit CRM

Proftit CRM

Proftit

Categories

Categories

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

Archiving Features

Access Control
Data Deduplication
Document Management
eDiscovery
Email Archiving
Multimedia Archiving
Retention Management
Storage Management
Version Control
Web Archiving

Email Archiving Features

Access Control
Backup Management
Compliance Management
Data Deduplication
Data Export
eDiscovery
Encryption
Retention Management
Storage Management
Threat Protection

Integrations

Facebook
Gmail
Instagram
LinkedIn
MyRepChat
Pinterest
Reddit
TikTok
WordPress
X (Twitter)
YouTube

Integrations

Facebook
Gmail
Instagram
LinkedIn
MyRepChat
Pinterest
Reddit
TikTok
WordPress
X (Twitter)
YouTube
Claim Patrina and update features and information
Claim Patrina and update features and information
Claim Sharp Archive and update features and information
Claim Sharp Archive and update features and information