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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 Discovery Pro?

An all-inclusive student record management system specifically designed for programs in Cosmetology, Manicuring, Esthetician, and Barbering is now available. Discovery Pro effectively tracks attendance, clinical skills, and inventory management, while also providing point of sale features including a cash register and scheduling options. By streamlining operations, this system not only improves efficiency but also contributes positively to the educational experiences of students in these fields. Additionally, it serves as a vital tool for instructors to monitor student progress and ensure a high standard of training.

Media

Media

Integrations Supported

MyRepChat

Integrations Supported

API Availability

API Availability

Pricing Information

$250 per month

Pricing Information

$3,995 one-time payment

Supported Platforms

SaaS

Supported Platforms

SaaS
Windows

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Online Training
On-Site Training

Training Options

Not specified

Company Facts

Organization Name

Patrina

Date Founded

1993

Company Location

United States

Company Website

patrina.com/records-management/

Company Facts

Organization Name

America's Software

Company Website

www.americassoftware.com

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

School Management

Online Calendar
Online Payments
Reporting/Analytics
Special Education

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