Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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