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features
design
support

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Write a Review

Description

Access Unify is an end-to-end information lifecycle management platform built to help organizations manage both physical and digital information from a single connected environment. The platform centralizes records management, retention governance, healthcare archiving, and energy data organization into one unified system. Businesses can use Access Unify to improve how they store, retrieve, secure, govern, and manage information throughout every stage of its lifecycle. The platform eliminates fragmented systems and disconnected workflows by creating a seamless experience for managing records, compliance, and operational data. Access Unify | Records helps organizations modernize records storage, retrieval, digitization, and lifecycle governance with AI-assisted indexing and streamlined workflows. Access Unify | Lifecycle automates retention schedules, privacy alignment, and defensible disposition processes using continuously updated global legal intelligence. Access Unify | Energy centralizes well files, land records, geospatial data, and operational assets into a searchable digital environment for energy organizations. Access Unify | Health securely archives EHR, EMR, financial, and clinical data while supporting healthcare compliance and legacy system consolidation. The platform also provides rapid digital access, advanced search capabilities, metadata management, and automated governance tools that improve efficiency and reduce operational risk. With predictable flat-rate pricing and scalable infrastructure, Access Unify helps organizations modernize information management while maintaining long-term compliance and accessibility.

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.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Access Unify | Energy Yes 
Access Unify | Health Yes 
Access Unify | Lifecycle Yes 
MyRepChat No 
UKG Ready Yes 
Workday HCM Yes 

Integrations

Access Unify | Energy No 
Access Unify | Health No 
Access Unify | Lifecycle No 
MyRepChat Yes 
UKG Ready No 
Workday HCM No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$250 per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Access

Founded

2004

Country

United States

Website

www.accesscorp.com/access-unify/

Vendor Details

Company Name

Patrina

Founded

1993

Country

United States

Website

patrina.com/records-management/

Product Features

HR Compliance

Alerts / Notifications Yes 
Certifications Management Yes 
Communication Tools Yes 
Customizable HR Documents Yes 
Document Management Yes 
Records Management Yes 
Regulations Monitoring Yes 
Reporting / Analytics Yes 
Roles / Permissions Yes 
Version Control No 
Workflow Management No 

Product Features

Compliance

Archiving & Retention Yes 
Artificial Intelligence (AI) No 
Audit Management Yes 
Compliance Tracking No 
Controls Testing No 
Environmental Compliance No 
FDA Compliance No 
HIPAA Compliance No 
ISO Compliance No 
Incident Management No 
OSHA Compliance No 
Risk Management No 
Sarbanes-Oxley Compliance No 
Surveys & Feedback No 
Version Control Yes 
Workflow / Process Automation No 

Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly No 
Document Capture No 
Document Conversion Yes 
Document Delivery No 
Document Indexing Yes 
Document Retention Yes 
Electronic Signature Yes 
Email Management Yes 
File Recovery Yes 
File Type Conversion Yes 
Forms Management No 
Full Text Search Yes 
Offline Access Yes 
Optical Character Recognition Yes 
Print Management No 
Version Control Yes 

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