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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 Eloquent Records?

Eloquent emerges as a prominent supplier of mobile-optimized electronic document and records management system (EDRMS) solutions tailored for knowledge management professionals. The company offers two powerful applications that enhance information governance and ensure accurate filing practices. Eloquent Records serves as a comprehensive, web-based EDRMS designed to manage the lifecycle of both physical and digital records effectively. With a focus on mobile compatibility and support across various browsers, this EDRMS features a wealth of robust functionalities, such as automatic integration with existing classification schemes and retention schedules to maintain governance standards. Organizations that adopt Eloquent Records can implement an advanced electronic document and records management system that effectively mirrors the essential elements of traditional physical records systems while transitioning them to a digital format. This approach fosters governance through a unified classification and retention system, ultimately enhancing organizational efficiency and compliance. Furthermore, Eloquent's offerings enable users to handle their information with ease, leading to improved decision-making and more efficient resource allocation, which ultimately drives better outcomes for the organization. By leveraging these solutions, companies can navigate the complexities of information management with confidence and agility.

Media

Media

Integrations Supported

MyRepChat

Integrations Supported

MyRepChat

API Availability

Has API

API Availability

Has API

Pricing Information

$250 per month
Free Trial Offered?
Free Version

Pricing Information

$300 per month
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

Lucidea

Date Founded

1989

Company Location

Canada

Company Website

lucidea.com/eloquent-records/

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

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

Knowledge Management

Artificial Intelligence (AI)
Cataloging / Categorization
Collaboration
Content Management
Decision Tree
Discussion Boards
Full Text Search
Knowledge Base Management
Self Service Portal

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