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ease
features
design
support

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Write a Review

Description

Access Classic | Services Portal is a business process automation and records management solution designed to help organizations manage information more efficiently across physical and digital formats. The platform gives users a centralized way to locate stored records, manage requests, and arrange physical or digital delivery of important documents. It helps organizations maintain stronger records compliance by applying consistent classification standards, policies, and governance controls across their information assets. Businesses can use the solution as a standalone tool or combine it with other Access solutions to create a broader information management environment. Integrated Access services, including intelligent document scanning, data extraction, and secure destruction, help extend the platform from records storage to digitization and lifecycle management. This allows organizations to streamline the way information is captured, managed, accessed, and disposed of. Access Classic | Services Portal also supports digital transformation initiatives by replacing manual, paper-heavy workflows with automated processes. These capabilities help teams respond faster to information requests while reducing administrative burden and operational errors. By connecting records management, compliance, automation, and document services, Access Classic | Services Portal helps organizations improve efficiency while preparing for a more digital future.

Description

Eliminate the hassle of managing multiple systems for your essential non-trading compliance needs. Patrina’s Integrated Compliance Suite caters to Broker-Dealers, RIAs, and FCMS, offering a single, robust platform that streamlines workflows and provides a comprehensive overview of your entire non-trading compliance program. As your business evolves in a rapidly changing world, adapting strategies and restructuring becomes crucial for maintaining competitiveness. Each action taken today carries implications for the future, and amidst these transitions, valuable historical data can easily be overlooked. Effective record preservation plays a vital role in the success of any enterprise, and thriving organizations require robust Enterprise Records Management (ERM) solutions. Regardless of whether regulatory demands or internal stakeholder needs govern your recordkeeping practices, Patrina’s ERM system equips your business with the necessary tools to securely consolidate and archive all critical electronic records on a globally accessible platform, ensuring you maintain compliance and protect your valuable data. In doing so, you can focus on growth while confidently managing your compliance obligations.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

MyRepChat

Integrations

MyRepChat

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$250 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Access

Founded

2004

Country

United States

Website

www.accesscorp.com/classic/records-management/classic-services-portal/

Vendor Details

Company Name

Patrina

Founded

1993

Country

United States

Website

patrina.com/records-management/

Product Features

Document Management

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

Product Features

Compliance

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

Document Management

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

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