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support

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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

At Recordkeeper Systems, you collaborate with a leading Filemaker Developer to effectively consolidate and manage all your business data, enhancing the efficiency of your operations. With nearly three decades of expertise and a keen focus on detail, we stand out in the industry. Reach out to Recordkeeper Systems today to establish the most efficient workflow for your organization, helping you save both time and money while boosting your profits. Renowned as a top-tier Filemaker Developer, we specialize in database and web development, seamlessly integrating your data with your company's workflow. Contact us to discuss solutions involving Filemaker, MySQL, QuickBooks, and mobile web development tailored for your business, educational institution, or apprenticeship program. Additionally, Coyote Recordkeeper serves as a comprehensive CRM (Customer Relationship Manager) that is ready to use immediately, providing a versatile solution for diverse user needs. The Coyote platform is compatible with both Mac and Windows operating systems, ensuring accessibility for a wide range of users.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

MyRepChat Yes 

Integrations

MyRepChat No 

Pricing Details

$250 per month
Free Trial No 
Free Version No 

Pricing Details

No price information available.
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 No 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App No 
Windows Yes 
Mac Yes 
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 No 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

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

Vendor Details

Company Name

Patrina

Founded

1993

Country

United States

Website

patrina.com/records-management/

Vendor Details

Company Name

RecordKeeper Systems

Website

www.recordkeeper.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

School Management

Bookstore Management No 
Cafeteria Management No 
Curriculum Management No 
Facility Management No 
Financial Management No 
Higher Education No 
Housing Management No 
Independent / Private No 
K-12 No 
Library Management No 
Online Calendar Yes 
Online Payments Yes 
Parent / Student Portal No 
Preschool No 
Reporting/Analytics Yes 
School District No 
Special Education No 
Vocational / Trade Schools No 

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