Audience
Organizations that need compliant record keeping solutions
About Patrina
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.
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Pricing
Starting Price:
$250 per month
Integrations
Company Information
Patrina
Founded: 1993
United States
patrina.com/records-management/
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Product Details
Platforms Supported
Cloud
Training
Live Online
In Person
Support
Phone Support
Online
Patrina Frequently Asked Questions
Patrina Product Features
Compliance
Archiving & Retention
Supported
Audit Management
Supported
Version Control
Supported
Artificial Intelligence (AI)
Not Supported
Compliance Tracking
Not Supported
Controls Testing
Not Supported
Environmental Compliance
Not Supported
FDA Compliance
Not Supported
HIPAA Compliance
Not Supported
ISO Compliance
Not Supported
Incident Management
Not Supported
OSHA Compliance
Not Supported
Risk Management
Not Supported
Sarbanes-Oxley Compliance
Not Supported
Surveys & Feedback
Not Supported
Workflow / Process Automation
Not Supported
Document Management
Access Controls
Supported
Archiving & Retention
Supported
Collaboration Tools
Supported
Compliance Tracking
Supported
Document Archiving
Supported
Document Conversion
Supported
Document Indexing
Supported
Document Retention
Supported
Electronic Signature
Supported
Email Management
Supported
File Recovery
Supported
File Type Conversion
Supported
Full Text Search
Supported
Offline Access
Supported
Optical Character Recognition
Supported
Version Control
Supported
Document Assembly
Not Supported
Document Capture
Not Supported
Document Delivery
Not Supported
Forms Management
Not Supported
Print Management
Not Supported
