Patrina 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.
Patrina Alternatives
Bravo Store Systems — Audit-Ready Firearms POS with Integrated eCommerce
Bravo Store Systems delivers the first truly unified Point of Sale platform built for firearm retailers, FFL operations, and ranges. Trusted by 1,200+ licensees nationwide, Bravo combines retail management, compliance, range operations, and eCommerce into one connected system that runs your entire business—fast, compliant, and confidently.
Every Form 4473 is validated at save, A&D bound book entries post instantly, and audit artifacts are available in clicks—keeping you inspection-ready 24/7. Bravo’s compliance workflows were built with ATF input, covering electronic 4473 with digital retention, multi-handgun 3310.4 detection, and automatic Form 8300 cash triggers.
Bravo’s integrated eCommerce connects your in-store inventory directly to UsedGuns.com and Guns.com, publishing listings with one click while keeping prices, photos, and serials synchronized automatically. No double entry, no compliance risk—just faster sales and greater reach.
Distributor integrations (RSR, Davidson’s, Lipsey’s, Sports South) tie purchasing to live pricing, while range tools manage waivers, lane assignments, memberships, and classes in one flow.
From counter to range to marketplace, Bravo unifies everything. It’s the all-in-one platform that delivers the proof, speed, and confidence FFLs need every day.
Bravo Store Systems — Audit-Ready POS with Built-In eCommerce for Firearms Retail.
Learn more
FuelCloud is a fuel technology company building the future of Fuel Management Systems for monitoring and managing bulk fuel supplies. By combining four generations of fuel industry knowledge with the latest innovations in cloud computing and mobile technology, FuelCloud's Fuel Management Systems deliver cardlock-level control at backyard prices. The result is a powerful yet affordable Fuel Management System that protects fuel from loss and theft, streamlines reporting and management, and puts you in control of your fuel.
The heart of FuelCloud's system is the cloud-based web portal. From the web portal, managers can track transactions and tank volumes, control who can access fuel (and how much they can have), and automate creating and delivering reports The web portal also integrates your bulk fuel data with your other fleet and business management software, helping to create a complete data picture of your fleet operations from tank to tailpipe.
Learn more
Navantis Compliance and Commitment Management
Neglecting to properly handle compliance and obligations can lead to various repercussions for companies, some of which may extend beyond financial losses. It is essential to take a proactive approach in monitoring and managing commitments while ensuring adherence to all internal and external audit requirements. Businesses should provide a consolidated view of all activities related to regulatory compliance across different departments. Maintaining an accurate and current inventory of all commitments to stakeholders, along with the relevant activities tied to these promises, is crucial. Regularly keep both internal and external stakeholders updated and informed, allowing them to access necessary information through self-service portals on the extranet. Additionally, synchronize business processes and compliance documentation using a cohesive records management system. To facilitate this, Navantis has developed a robust framework utilizing Microsoft Dynamics CRM to effectively manage and track interactions with key stakeholders, whether at the individual, community, or project level, enhancing overall engagement and accountability. This comprehensive approach not only fosters transparency but also strengthens trust among all parties involved.
Learn more
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.
Sharp Archive was founded in 2005 by financial professionals who also have to comply with mandatory archiving rules. We were shocked at how outdated and expensive the software options were when we started looking for solutions. Some software was not up-to-date to comply with the latest regulations.
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.
Learn more
Pricing
Pricing Starts At:
$250 per month
Integrations
Company Details
Company:
Patrina
Year Founded:
1993
Headquarters:
United States
Website:
patrina.com/records-management/
Media
Recommended Products
Paessler: Easy to Use With Enterprise Power. Free Trial
You shouldn't have to choose between a monitoring tool that's easy to use and one that's powerful enough for a complex environment. PRTG's low-code interface lets any admin build dashboards, set alerts and monitor devices without scripting, while custom sensors and full API access are there when your team needs deeper control. One platform, no compromise. Download a free 30-day trial now.
Product Details
Platforms
Web-Based
Types of Training
Live Training (Online)
In Person
Customer Support
Business Hours
Online Support
Patrina Features and Options
Compliance Software
Archiving & Retention
Audit Management
Version Control
Document Management Software
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Conversion
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Full Text Search
Offline Access
Optical Character Recognition
Version Control
Patrina Lists
Patrina User Reviews
Write a Review- Previous
- Next
