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.
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Sharp Archive
Sharp Archive is a leader in archiving communications for regulated organizations. Our users are often required to archive communication in the following industries: finance, insurance, government and education.
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You can take a look at our live demo on our website. We won't ask you to make an appointment or give out your information.
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Pricing
Pricing Starts At:
$250 per month
Integrations
Company Details
Company:
Patrina
Year Founded:
1993
Headquarters:
United States
Website:
patrina.com/records-management/
Media
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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
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