Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
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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 Unify?
Access Unify is a comprehensive information lifecycle management platform designed to help organizations manage physical and digital information within one connected and modern ecosystem. The platform simplifies how businesses store, retrieve, organize, govern, and protect records and operational data throughout the entire information lifecycle. Access Unify combines records management, retention governance, healthcare data archiving, and energy information management into a unified platform experience. Organizations can eliminate disconnected systems and reduce operational inefficiencies by centralizing workflows, records access, compliance processes, and lifecycle governance tools. Access Unify | Records modernizes records management with AI-assisted indexing, searchable digital retrieval, automated workflows, and unified visibility across physical and digital formats. Access Unify | Lifecycle helps organizations automate retention schedules, align with privacy regulations, and maintain defensible governance using continuously updated legal intelligence from global jurisdictions. Access Unify | Energy centralizes well files, land records, maps, geospatial assets, and operational data into a searchable and accessible environment for energy companies. Access Unify | Health securely archives EHR, EMR, billing, financial, and clinical data while reducing dependence on legacy healthcare systems and improving compliance readiness. The platform also provides rapid digital access, extensive search capabilities, metadata management, audit-ready governance, and lifecycle visibility across information repositories. Businesses can improve operational efficiency, strengthen compliance efforts, and reduce risk by automating manual processes and standardizing information governance policies. Access Unify supports scalable digital transformation strategies without requiring organizations to disrupt existing operations or infrastructure.
Integrations Supported
Access Unify | Energy
Access Unify | Health
Access Unify | Lifecycle
MyRepChat
UKG Ready
Workday HCM
Integrations Supported
Access Unify | Energy
Access Unify | Health
Access Unify | Lifecycle
MyRepChat
UKG Ready
Workday HCM
API Availability
Has API
API Availability
Has API
Pricing Information
$250 per month
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
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/access-unify/
Categories and Features
Compliance
Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
Categories and Features
HR Compliance
Alerts / Notifications
Certifications Management
Communication Tools
Customizable HR Documents
Document Management
Records Management
Regulations Monitoring
Reporting / Analytics
Roles / Permissions
Version Control
Workflow Management