Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
With our cloud storage document management software and electronic content management solutions, we can help your business to streamline the workflow and securely organize and provide easy retrieval of all your documents.
Let us show you how easy and efficient our document management software is! See it for yourself, Schedule a Free Demo today!
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
Google Drive
Yes
Microsoft Office 2021
Yes
Microsoft Outlook
Yes
MyRepChat
No
Integrations
Google Drive
No
Microsoft Office 2021
No
Microsoft Outlook
No
MyRepChat
Yes
Pricing Details
$10
At Docupile, our mission is to be the driving force behind simplifying and enriching the lives of our customers. With our dedicated team, we commit ourselves to providing exceptional support, tailored solutions, and user friendly products. We focus on the needs of our clients, striving to empower them and make their daily routines more manageable. Our success is measured by the satisfaction and success of those we serve.
Free Trial
No
Free Version
Yes
Pricing Details
$250 per month
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
Yes
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
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)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
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
Docupile
Founded
2015
Country
United States
Website
www.docupile.com
Vendor Details
Company Name
Patrina
Founded
1993
Country
United States
Website
patrina.com/records-management/
Product Features
Document Management
Access Controls
Yes
Archiving & Retention
Yes
Collaboration Tools
Yes
Compliance Tracking
Yes
Document Archiving
Yes
Document Assembly
Yes
Document Capture
Yes
Document Conversion
No
Document Delivery
Yes
Document Indexing
Yes
Document Retention
Yes
Electronic Signature
Yes
Email Management
Yes
File Recovery
Yes
File Type Conversion
No
Forms Management
No
Full Text Search
Yes
Offline Access
No
Optical Character Recognition
Yes
Print Management
No
Version Control
Yes
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