Patrina Description

You don't need to manage multiple systems in order to maintain your core non-trading compliance. Patrina's Integrated Compliance Suite was designed for brokers, RIAs, FCMS, and other non-trading professionals. Patrina is a single platform that automates workflows and provides a 360-degree view of your entire non trading compliance program. Businesses need to adjust their business strategies, change gears, and restructure in order stay competitive. Every business decision you make today will have an impact on tomorrow. However, sometimes it is possible to lose the past through changes. Successful businesses require serious Enterprise Records Management (ERM). Patrina's ERM software provides the power to consolidate and maintain all your electronic records on a secure, globally accessible platform.

Pricing

Pricing Starts At:
$250 per month

Integrations

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Company Details

Company:
Patrina
Year Founded:
1993
Headquarters:
United States
Website:
patrina.com/records-management/

Media

Patrina Screenshot 1
Patrina Screenshot 1
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Product Details

Platforms
SaaS
Type of Training
Live Online
In Person
Customer Support
Phone Support
Online

Patrina Features and Options

Compliance Software

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 Software

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

Patrina Lists