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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 InfiniteECM?

InfiniteECM RM offers a comprehensive Enterprise Records Management solution that is adept at efficiently identifying, indexing, storing, retrieving, and monitoring physical records in both 2D and 3D filing environments or warehouses. By utilizing InfiniteECM RM, businesses can securely oversee and track the movement of important assets in and out of their warehouses, complete with detailed, printable records for each transaction, allowing for the swift location of any box or file as needed. The system electronically processes and monitors all requests and movements, effectively removing the reliance on cumbersome additional systems or traditional, labor-intensive methods involving paper and fax orders and delivery notifications. Moreover, InfiniteECM operates as a scalable Enterprise Intranet Portal Solution, enabling organizations to automate paper forms, centralize access to systems, and simplify the publishing of new content alongside task and calendar sharing. Its flexible architecture guarantees that the deployment of an Enterprise Intranet Portal remains both cost-effective and attainable for a diverse array of organizations. In addition to these features, this forward-thinking system significantly boosts operational efficiency, drastically cutting down the time allocated to administrative processes and enhancing overall productivity. Organizations adopting this system can expect a transformative impact not only on their record management but also on their overall operational workflows.

Media

Media

Integrations Supported

DocShifter
MyRepChat

Integrations Supported

DocShifter
MyRepChat

API Availability

Has API

API Availability

Has API

Pricing Information

$250 per month
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

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

E-FILE

Date Founded

2007

Company Location

Jordan

Company Website

electronic-file.com

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

Content Management

Audio Content
Customizable Templates
Document Indexing
E-forms
Full Text Search
Image Editor
SEO Management
Text Editor
Version Control
Video Content
Website Management

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

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