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features
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support

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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

Preservica is an innovative digital preservation software platform that leverages Active Digital Preservation™ technology to ensure that digital files remain accessible, reliable, and usable for many years by transforming them into formats suitable for the future while safeguarding their integrity and authenticity through the use of checksums and comprehensive contextual metadata. The platform offers secure, scalable, and cloud-based storage solutions along with features that facilitate straightforward upload and preservation, extensive metadata management, advanced search capabilities, AI-enhanced archiving tools, integration with catalogs, and robust admin/security controls, while also allowing for the incorporation of preservation processes into Microsoft 365 workflows through its Preserve365® feature. Aimed at mitigating the risks of file unreadability, data loss, and compliance issues, the software accommodates the upload of large and diverse content from various sources, providing immediate access for compliance, cultural, or business-related purposes, and aids in establishing provenance and trustworthiness. Additionally, its user-friendly interface and comprehensive features make it a valuable asset for organizations seeking to safeguard their digital heritage.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Amazon S3 Glacier
Amazon Web Services (AWS)
Microsoft 365
Microsoft Azure
MyRepChat

Integrations

Amazon S3 Glacier
Amazon Web Services (AWS)
Microsoft 365
Microsoft Azure
MyRepChat

Pricing Details

$250 per month
Free Trial
Free Version

Pricing Details

Free
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

Preservica

Founded

2012

Country

United States

Website

preservica.com

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

Archiving

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

Alternatives

Alternatives

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