Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
The RecordPoint Data Trust platform helps highly regulated organizations manage data throughout its lifecycle, regardless of system. We work with organizations in highly regulated industries to ensure their data is right where it should be - safeguarded for privacy, security, and governance.
API Access
Has API
No
API Access
Has API
No
Integrations
Box
No
Dropbox
No
Microsoft 365
No
Microsoft Exchange
No
Microsoft OneDrive
No
Microsoft SharePoint
No
Microsoft Teams
No
MyRepChat
Yes
Salesforce
No
ServiceNow
No
Integrations
Box
Yes
Dropbox
Yes
Microsoft 365
Yes
Microsoft Exchange
Yes
Microsoft OneDrive
Yes
Microsoft SharePoint
Yes
Microsoft Teams
Yes
MyRepChat
No
Salesforce
Yes
ServiceNow
Yes
Pricing Details
$250 per month
Free Trial
No
Free Version
No
Pricing Details
Priced by volume of records managed
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
No
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
Patrina
Founded
1993
Country
United States
Website
patrina.com/records-management/
Vendor Details
Company Name
RecordPoint
Founded
2009
Country
United States
Website
www.recordpoint.com
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
Product Features
Archiving
Access Control
No
Data Deduplication
No
Document Management
No
Email Archiving
No
Multimedia Archiving
No
Retention Management
Yes
Storage Management
No
Version Control
No
Web Archiving
No
eDiscovery
Yes
Data Governance
Access Control
No
Data Discovery
No
Data Mapping
No
Data Profiling
No
Deletion Management
No
Email Management
No
Policy Management
No
Process Management
No
Roles Management
No
Storage Management
No
Data Privacy Management
Access Control
No
CCPA Compliance
Yes
Consent Management
No
Data Mapping
No
GDPR Compliance
Yes
Incident Management
No
PIA / DPIA
No
Policy Management
No
Risk Management
Yes
Sensitive Data Identification
Yes
Document Management
Access Controls
No
Archiving & Retention
Yes
Collaboration Tools
Yes
Compliance Tracking
Yes
Document Archiving
Yes
Document Assembly
No
Document Capture
No
Document Conversion
No
Document Delivery
No
Document Indexing
No
Document Retention
Yes
Electronic Signature
No
Email Management
No
File Recovery
Yes
File Type Conversion
Yes
Forms Management
No
Full Text Search
No
Offline Access
No
Optical Character Recognition
Yes
Print Management
No
Version Control
No