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
FuelCloud
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.
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Bravo POS for Gun Stores
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.
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OTC Link ATS
To enhance the efficiency and knowledge of financial markets, we categorize securities into three distinct markets according to the quality and amount of information that companies share. Our SEC-regulated investors can access data on over 11,000 securities via multiple platforms such as Bloomberg, REDI Technologies, and Thomson Reuters through OTC Link® ATS. By functioning as an Alternative Trading System, we facilitate connections among prominent U.S. broker-dealers to ensure liquidity and execution services for securities within our markets. Companies can opt to qualify for either our OTCQX or OTCQB markets, while those that do not meet the criteria are automatically traded on Pink. Additionally, our Corporate Service products offer companies effective solutions to enhance their engagement with and information dissemination to investors. This comprehensive system is designed to foster a more transparent and informed trading environment.
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CurrencyXchanger (CXR)
CurrencyXchanger (CXR), a professional money exchange solution, automates a money service company (MSB). CXR is designed for currency wholesalers and currency retailers. CXR is not a Forex Trading Platform!
CXR offers multicurrency point-of-sale (POS), integrated Customer Relationship Management module (CRM), AML compliant record keeping (KYC and EDD), management reporting as well as cheque management module, eWire money remittance tech, and many other features.
The solution is available as a POS, Business, or Pro edition. We will never have access to your data, which is one of our key differences from other web-based solutions. We will not store your customer data or information on our servers. Transaktional data is also not stored by us.
CXR 6 offers a variety of government reporting options, including LCT, LCTR and STR reports, as well as EFTI batch reports.
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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
Web-Based
Types of Training
Live Training (Online)
In Person
Customer Support
Business Hours
Online Support
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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