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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

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 We were shocked at how outdated and expensive the software options were when we started looking for solutions.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 

Screenshots View All

Screenshots View All

Integrations

Facebook No 
Gmail No 
Instagram No 
LinkedIn No 
MyRepChat Yes 
Pinterest No 
Reddit No 
TikTok No 
WordPress No 
X (Twitter) No 
YouTube No 

Integrations

Facebook Yes 
Gmail Yes 
Instagram Yes 
LinkedIn Yes 
MyRepChat No 
Pinterest Yes 
Reddit Yes 
TikTok Yes 
WordPress Yes 
X (Twitter) Yes 
YouTube 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.
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 

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