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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

Experience rapid scanning accompanied by immediate image visualization, efficient indexing, and barcode recognition. Transform your business operations, minimize expenses and dependence on paper, and enhance records management and compliance with Tungsten Express. Anyone can swiftly scan, index, and export documents, enabling quick access to information. Commands can be executed with a single click, fostering quicker adoption and increased productivity. Multiple scanning and image processing functions can operate concurrently, maximizing throughput efficiency. You can index, categorize, and deliver documents and data to over 100 different back-end systems, facilitating easy and rapid retrieval. Express also allows for seamless integration with Tungsten Capture and features an API for more sophisticated export options. Take advantage of SmoothView technology to edit document images effortlessly. The integrated Tungsten VirtualReScan (VRS) technology guarantees that scanned images will surpass the quality of their paper counterparts without the need for pre-scan document preparation, ensuring a smooth and efficient workflow. This sophisticated system is designed to streamline operations and improve overall efficiency for businesses of all sizes.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft Office 2024
MyRepChat
Tungsten Capture

Integrations

Microsoft Office 2024
MyRepChat
Tungsten Capture

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

Tungsten Automation

Founded

1985

Country

United States

Website

www.tungstenautomation.com/products/express

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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