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
Experience rapid scanning accompanied by immediate image visualization, efficient indexing, and barcode recognition. Transform your business operations, minimize expenses and dependence on paper, and enhance records management and compliance with Tungsten Express. Anyone can swiftly scan, index, and export documents, enabling quick access to information. Commands can be executed with a single click, fostering quicker adoption and increased productivity. Multiple scanning and image processing functions can operate concurrently, maximizing throughput efficiency. You can index, categorize, and deliver documents and data to over 100 different back-end systems, facilitating easy and rapid retrieval. Express also allows for seamless integration with Tungsten Capture and features an API for more sophisticated export options. Take advantage of SmoothView technology to edit document images effortlessly. The integrated Tungsten VirtualReScan (VRS) technology guarantees that scanned images will surpass the quality of their paper counterparts without the need for pre-scan document preparation, ensuring a smooth and efficient workflow. This sophisticated system is designed to streamline operations and improve overall efficiency for businesses of all sizes.
API Access
Has API
No
API Access
Has API
Yes
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
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
No
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
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
Tungsten Automation
Founded
1985
Country
United States
Website
www.tungstenautomation.com/products/express
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