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What is TOTALARCHIVE?

Regardless of whether your organization is governed by the SEC, FINRA, CFTC, or IIROC, Patrina's TOTALARCHIVETM digital communications archiving solution is designed to fulfill the stringent demands set by your regulatory body. Our archiving offerings are fully compatible with the rigorous requirements imposed by your overseeing authority. Patrina equips you with essential tools to: Quickly and easily access your communications with Capture and Supervise Archives. Respond effectively and promptly when regulators request information. Minimize the risk of non-compliant messaging. Benefit from a straightforward and swift onboarding process. Avoid automatic renewals of annual contracts. Eliminate unexpected price hikes. Discover the compliance solutions that suit your needs whenever you need them. No unnecessary extras, just the robust compliance capabilities you require to stay ahead. This commitment to clarity and efficiency ensures that you can focus on what matters most—your business.

What is Deloitte Compliance Suite?

The Compliance Suite platform stands out as a dynamic and cutting-edge technology solution tailored to aid in the preparation and submission of a variety of regulatory documents, such as the Securities and Exchange Commission’s Form N-PORT, Form N-CEN, Form N-MFP, and Form PF, as well as other filing requirements like Annex IV of AIFMD and CFTC, and NFA Form CPO-PQR. In addition to these functions, it provides extensive tools for managing risks, monitoring performance, and overseeing pipelines and relationships within the asset management industry. This adaptable and user-friendly solution meets the demands of contemporary business, risk, and regulatory landscapes, offering the flexibility required for success. The architecture of the Compliance Suite is designed for customization, allowing it to be utilized for a range of applications beyond regulatory compliance. Moreover, it acts as a comprehensive data repository for internal risk evaluations and investor reporting, incorporating features such as a customizable dashboard and fund performance charting to further enhance the user experience. Ultimately, this innovative platform equips asset managers with the means to optimize compliance workflows and bolster operational productivity, ensuring they stay ahead in a competitive market. By streamlining these processes, the Compliance Suite not only saves time but also enhances the accuracy of regulatory submissions.

Media

Media

Integrations Supported

AWS GovCloud
Agent Payments Protocol (AP2)
Appway Digital Banking
Cevinio
Dropbox
Exponential AI Enso
Google Drive
Microsoft SharePoint
MySQL Workbench
Oracle Audience Segmentation
Oracle Digital Assistant
Oracle Subscription Management
Orbiit
RedShield
ServiceNow Integrated Risk Management
Sorbet
ThetaRay
TransferMate
Verbio
Veritone Discovery

Integrations Supported

AWS GovCloud
Agent Payments Protocol (AP2)
Appway Digital Banking
Cevinio
Dropbox
Exponential AI Enso
Google Drive
Microsoft SharePoint
MySQL Workbench
Oracle Audience Segmentation
Oracle Digital Assistant
Oracle Subscription Management
Orbiit
RedShield
ServiceNow Integrated Risk Management
Sorbet
ThetaRay
TransferMate
Verbio
Veritone Discovery

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
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 Corporation

Date Founded

1993

Company Location

United States

Company Website

patrina.com

Company Facts

Organization Name

Deloitte

Date Founded

1845

Company Location

United Kingdom

Company Website

www2.deloitte.com/content/dam/Deloitte/us/Documents/risk/us-risk-financial-technology-compliance-suite.pdf

Categories and Features

Archiving

Access Control
Data Deduplication
Document Management
Email Archiving
Multimedia Archiving
Retention Management
Storage Management
Version Control
Web Archiving
eDiscovery

Email Archiving

Access Control
Backup Management
Compliance Management
Data Deduplication
Data Export
Encryption
Retention Management
Storage Management
Threat Protection
eDiscovery

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

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