Average Ratings 0 Ratings
Average Ratings 2 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
Sharp Archive is a leader in archiving communications for regulated organizations. Our users are often required to archive communication in the following industries: finance, insurance, government and education.
Sharp Archive was founded in 2005 by financial professionals who also have to comply with mandatory archiving rules. We were shocked at how outdated and expensive the software options were when we started looking for solutions. Some software was not up-to-date to comply with the latest regulations.
You can take a look at our live demo on our website. We won't ask you to make an appointment or give out your information.
API Access
Has API
No
API Access
Has API
No
Integrations
Facebook
No
Gmail
No
Instagram
No
LinkedIn
No
MyRepChat
Yes
Pinterest
No
Reddit
No
TikTok
No
WordPress
No
X (Twitter)
No
Integrations
Facebook
Yes
Gmail
Yes
Instagram
Yes
LinkedIn
Yes
MyRepChat
No
Pinterest
Yes
Reddit
Yes
TikTok
Yes
WordPress
Yes
X (Twitter)
Yes
Pricing Details
$250 per month
Free Trial
No
Free Version
No
Pricing Details
$100/Month
Sharp Archive uses usage based pricing based on number of feeds connected.
Also, we do engage in long term contracts. We hope that our users use Sharp Archive because they want to, not because they have to.
Also, we do engage in long term contracts. We hope that our users use Sharp Archive because they want to, not because they have to.
Free Trial
Yes
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)
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
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Patrina
Founded
1993
Country
United States
Website
patrina.com/records-management/
Vendor Details
Company Name
Sharp Archive
Country
United States
Website
sharparchive.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
Yes
Document Management
No
Email Archiving
Yes
Multimedia Archiving
Yes
Retention Management
Yes
Storage Management
Yes
Version Control
No
Web Archiving
Yes
eDiscovery
Yes
Email Archiving
Access Control
No
Backup Management
No
Compliance Management
Yes
Data Deduplication
Yes
Data Export
No
Encryption
Yes
Retention Management
Yes
Storage Management
Yes
Threat Protection
No
eDiscovery
Yes