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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Kaseware stands out as the leading investigative platform available today. Created by the same experts who developed the FBI’s comprehensive global investigative case management system, our team brings over a century of combined experience in guiding various teams towards achieving success within law enforcement, corporate security, and intelligence sectors. We designed this platform to serve the needs we identified during our own critical missions. The system effectively streamlines management of operations, cases, records, evidence, and much more, featuring user-friendly tools such as dashboards, link analysis, secure remote access, and smart forms to eliminate the hassle of repeating information. Our unwavering aim is to simplify your work while contributing to a safer world. By consolidating your needs into one cost-effective platform, you can save both time and money. Furthermore, we are committed to enhancing our product without burdening you with hidden costs as we continue to improve its features over time. Experience the difference with Kaseware and elevate your investigative processes.

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

MyRepChat No 

Integrations

MyRepChat Yes 

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 Yes 
iPad App Yes 
Android App Yes 
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 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

Kaseware

Country

United States

Website

www.kaseware.com

Vendor Details

Company Name

Patrina

Founded

1993

Country

United States

Website

patrina.com/records-management/

Product Features

Investigation Management

Contact Management No 
Data Management No 
Incident Management Yes 
Reporting & Statistics No 
Subject Profiles No 

Law Enforcement

Case Management Yes 
Certification Management Yes 
Court Management No 
Court Management Integration Yes 
Crime Scene Management No 
Criminal Database Yes 
Dispatching Yes 
Evidence Management Yes 
Field Reporting Yes 
Incident Mapping Yes 
Internal Affairs Administration No 
Investigation Management Yes 
Scheduling 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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