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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.
Description
AXSMarine’s Postfix is an innovative AI-driven plugin for Outlook 365, as well as a comprehensive document management system designed specifically to address the intricate post-fixture stage in maritime chartering. Upon the confirmation of a fixture, Postfix efficiently extracts, standardizes, and categorizes fixture-related information from various communications and documents, including recaps, charter party agreements, port logs, and other correspondence, thereby converting disjointed exchanges into organized and easily searchable records. Through the Outlook plugin, users can seamlessly store communications in a customizable, secure environment known as AXSDrive, while maintaining familiar folder hierarchies for ease of access. The system also features integrated smart forms and business intelligence dashboards that deliver valuable insights via key performance indicators, filters (such as broker, commodity, or office), and advanced analytics tools to enhance operational transparency and support informed strategic decisions. Additionally, with functionalities for compliance workflows, audit trails, and effortless API-based connections to larger systems, Postfix significantly optimizes and simplifies post-fixture processes, ensuring that maritime chartering operations remain efficient and effective. This holistic approach ultimately empowers users to focus on what matters most: making informed choices that drive success in their maritime ventures.
API Access
Has API
API Access
Has API
Pricing Details
$250 per month
Free Trial
Free Version
Pricing Details
No price information available.
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
Patrina
Founded
1993
Country
United States
Website
patrina.com/records-management/
Vendor Details
Company Name
AXSMarine
Founded
2000
Country
France
Website
public.axsmarine.com/postfix
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
Product Features
Shipping
Air Shipping
Bills of Lading
Container Shipping
Freight Shipping
Ground Shipping
Import / Export
Ocean Shipping
Parcel Shipping
Quotes / Estimates
Shipment Tracking
Warehouse Management