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What is Smart Record?

Smart Record is an advanced software platform that fundamentally changes how organizations manage records by digitizing and automating the entire record-keeping process. Moving beyond outdated paper-based systems, Smart Record ensures that all records are accurate, reliable, and easily accessible throughout their full life cycle. The platform allows authorized personnel—whether employees, customers, or partners—to create, edit, and collaborate on records seamlessly, using intuitive tools such as a drag-and-drop form builder and a wide array of pre-built templates tailored for various business needs. Users benefit from a personalized calendar that helps schedule and track record-related tasks efficiently, supported by customized notifications that keep stakeholders informed in real time. The transactional audit log meticulously documents every action and change to maintain full transparency, compliance, and data integrity. By automating workflows and eliminating the physical handling of documents, Smart Record reduces operational delays, human errors, and security risks. This streamlined approach not only protects sensitive corporate assets but also enhances productivity by simplifying record-related processes. Smart Record’s modular design can adapt to different organizational requirements, making it suitable for businesses of all sizes and industries. The platform’s focus on collaboration, automation, and compliance helps enterprises maintain control over their information assets in an increasingly digital world. Ultimately, Smart Record empowers organizations to modernize record management, turning it into a strategic advantage rather than a logistical challenge.

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.

Media

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Media

Integrations Supported

Integrations Supported

MyRepChat

API Availability

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

$250 per month

Supported Platforms

SaaS
Android
iPhone
iPad
Chromebook

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Online Training
On-Site Training

Company Facts

Organization Name

Smart Record

Company Location

Canada

Company Website

smartrecord.online/

Company Facts

Organization Name

Patrina

Date Founded

1993

Company Location

United States

Company Website

patrina.com/records-management/

Categories and Features

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

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