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ease
features
design
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

We provide exceptional tools designed to automate and enhance compliance and risk management for a variety of financial institutions including banks, credit unions, and financial advisors, as well as broker-dealers and collection agencies. Clients who utilize online services often seek a SOC2 review, and even if they do not explicitly demand it, having a comprehensive and meticulously documented compliance program will bring peace of mind to your team and board. Our solutions assist healthcare organizations in evaluating their adherence to HIPAA regulations, managing essential policies to maintain compliance, and conducting regular assessments to ensure continued conformity. Our suite of risk assessment tools simplifies the intricate task of documenting your organization’s current risk profile in relation to pertinent risk frameworks such as SOC2, HIPAA, or applicable regulatory standards. Furthermore, alongside our consulting offerings, our hosted ODP software now boasts an array of advanced features that significantly bolster the effectiveness of your compliance program, ensuring you are well-equipped to navigate today’s complex regulatory landscape. Ultimately, investing in these tools not only enhances operational efficiency but also reinforces your commitment to maintaining high standards of compliance.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

MyRepChat

Integrations

MyRepChat

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

Strunk

Country

United States

Website

strunkaccess.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

GRC

Auditing
Disaster Recovery
Environmental Compliance
IT Risk Management
Incident Management
Internal Controls Management
Operational Risk Management
Policy Management

Alternatives

Alternatives