Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • FuelCloud Reviews & Ratings
    4.6 out of 5 stars 28 Ratings
    Company Website for FuelCloud
  • Bravo POS for Gun Stores Reviews & Ratings
    4.7 out of 5 stars 76 Ratings
    Company Website for Bravo POS for Gun Stores
  • Nexo Reviews & Ratings
    4.4 out of 5 stars 18,780 Ratings
    Company Website for Nexo
  • Summ Reviews & Ratings
    4.5 out of 5 stars 878 Ratings
    Company Website for Summ
  • TriNet Reviews & Ratings
    4.2 out of 5 stars 1,994 Ratings
    Company Website for TriNet
  • Transformify (TFY) Reviews & Ratings
    4.4 out of 5 stars 58 Ratings
    Company Website for Transformify (TFY)
  • Vehicle Acquisition Network (VAN) Reviews & Ratings
    5.0 out of 5 stars 54 Ratings
    Company Website for Vehicle Acquisition Network (VAN)
  • Trident 1 Reviews & Ratings
    5.0 out of 5 stars 2 Ratings
    Company Website for Trident 1
  • SiteDocs Reviews & Ratings
    4.8 out of 5 stars 290 Ratings
    Company Website for SiteDocs
  • net2phone Reviews & Ratings
    4.4 out of 5 stars 197 Ratings
    Company Website for net2phone

What is Patrina?

Simplify the complexities of overseeing various systems for your vital non-trading compliance requirements. Patrina’s Integrated Compliance Suite is designed specifically for Broker-Dealers, RIAs, and FCMS, delivering a unified and powerful platform that enhances workflows and offers a holistic view of your complete non-trading compliance initiatives. In a world that is constantly evolving, it is essential to adjust strategies and reorganize to stay competitive in the market. Every decision made today can have far-reaching consequences in the future, and during these shifts, important historical information may be easily forgotten. The preservation of records is crucial for the success of any organization, as thriving businesses depend on effective Enterprise Records Management (ERM) solutions. Whether your recordkeeping is influenced by regulatory requirements or the needs of internal stakeholders, Patrina’s ERM platform provides your organization with the essential tools needed to securely gather and archive all vital electronic records on a globally accessible system. This ensures compliance while safeguarding your important data, allowing you to concentrate on growth and effectively manage your compliance responsibilities. By implementing such a comprehensive solution, you not only secure your business's future but also enhance operational efficiency.

What is Access Classic | Services Portal?

Access Classic | Services Portal is an information management and business process automation platform built to help organizations modernize records handling and reduce dependence on paper-based workflows. The solution allows users to manage records stored by Access, search for needed information, and request physical or digital delivery through a centralized portal. It supports both physical and digital information needs, giving organizations flexibility to use individual capabilities independently or deploy them together as a connected suite. Access Classic | Services Portal helps strengthen records compliance by enabling consistent classification, policy enforcement, retention management, and governance practices across stored information. By integrating with Access services such as intelligent document scanning, data extraction, and secure destruction, the platform supports the full lifecycle of records and documents. Organizations can use these capabilities to digitize paper files, automate information retrieval, extract valuable data, and securely dispose of records when they are no longer needed. The platform is designed for businesses that need to respond to growing pressure for faster processes, lower operating costs, fewer errors, and better access to information. It helps replace manual administrative work with automated workflows that make records easier to find, request, track, and manage. Access Classic | Services Portal also supports broader digital strategy initiatives by helping organizations bridge the gap between legacy physical records and modern digital operations. Its suite-based approach allows companies to scale their information management capabilities as their compliance, automation, and transformation needs evolve. By combining records storage, digital access, compliance controls, and integrated document services, Access Classic | Services Portal helps organizations move toward a more efficient and paperless future.

Media

Media

Integrations Supported

MyRepChat

Integrations Supported

API Availability

API Availability

Pricing Information

$250 per month

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Online Training
On-Site Training

Training Options

Documentation Hub
Webinars

Company Facts

Organization Name

Patrina

Date Founded

1993

Company Location

United States

Company Website

patrina.com/records-management/

Company Facts

Organization Name

Access

Date Founded

2004

Company Location

United States

Company Website

www.accesscorp.com/classic/records-management/classic-services-portal/

Categories and Features

Compliance

Archiving & Retention
Audit Management
Version Control

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Conversion
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Full Text Search
Offline Access
Optical Character Recognition
Version Control

Categories and Features

Document Management

Collaboration Tools
Compliance Tracking
Document Archiving
Document Retention
File Recovery
File Type Conversion
Offline Access
Optical Character Recognition

Popular Alternatives

Sharp Archive Reviews & Ratings

Sharp Archive

5.0 out of 5 stars

Popular Alternatives

cuSmarText Reviews & Ratings

cuSmarText

Circle Unlimited
OtterBlotter Reviews & Ratings

OtterBlotter

GreenFlow Technology, Inc.
DocFactory Reviews & Ratings

DocFactory

Neoledge