Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • DropTrack Reviews & Ratings
    190 Ratings
    Company Website
  • Titan Reviews & Ratings
    376 Ratings
    Company Website
  • Screencapt Reviews & Ratings
    131 Ratings
    Company Website
  • Process Street Reviews & Ratings
    1,112 Ratings
    Company Website
  • Time Management from ISGUS Reviews & Ratings
    19 Ratings
    Company Website
  • Zil Money Reviews & Ratings
    605 Ratings
    Company Website
  • Zoho Projects Reviews & Ratings
    1,840 Ratings
    Company Website
  • CallTools Reviews & Ratings
    538 Ratings
    Company Website
  • Bravo POS for Gun Stores Reviews & Ratings
    76 Ratings
    Company Website
  • TollFreeForwarding Reviews & Ratings
    3,203 Ratings
    Company Website

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 Moving beyond outdated paper-based systems, Smart Record ensures that all records are accurate, reliable, and easily accessible throughout their full life cycle.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

No images available

Media

Integrations Supported

MyRepChat

Integrations Supported

MyRepChat

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$250 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

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

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

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

Popular Alternatives

Lystra Reviews & Ratings

Lystra

Castledot

Popular Alternatives

OTC Link ATS Reviews & Ratings

OTC Link ATS

OTC Markets
InfiniteECM Reviews & Ratings

InfiniteECM

E-FILE