Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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

Write a Review

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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

Write a Review

Alternatives to Consider

  • UnForm Reviews & Ratings
    4.6 out of 5 stars 19 Ratings
    Company Website for UnForm
  • Bacula Enterprise Reviews & Ratings
    4.5 out of 5 stars 125 Ratings
    Company Website for Bacula Enterprise
  • Captain Compliance Reviews & Ratings
    4.6 out of 5 stars 400 Ratings
    Company Website for Captain Compliance
  • Predict360 Reviews & Ratings
    4.7 out of 5 stars 18 Ratings
    Company Website for Predict360
  • Sumsub Reviews & Ratings
    4.6 out of 5 stars 240 Ratings
    Company Website for Sumsub
  • Interfacing Integrated Management System (IMS) Reviews & Ratings
    4.6 out of 5 stars 66 Ratings
    Company Website for Interfacing Integrated Management System (IMS)
  • SiteDocs Reviews & Ratings
    4.8 out of 5 stars 290 Ratings
    Company Website for SiteDocs
  • Melis Platform Reviews & Ratings
    5.0 out of 5 stars 1 Rating
    Company Website for Melis Platform
  • Gearset Reviews & Ratings
    4.7 out of 5 stars 305 Ratings
    Company Website for Gearset
  • HSI Donesafe Reviews & Ratings
    4.7 out of 5 stars 185 Ratings
    Company Website for HSI Donesafe

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

Dropbox
Microsoft SharePoint

Integrations Supported

ABBYY Mobile Capture
AWS GovCloud
Appway Digital Banking
Cevinio
Duvo.ai
Exponential AI Enso
LivePreso
MishiPay
MySQL Workbench
Oracle Audience Segmentation
Oracle Digital Assistant
Oracle Partner Relationship Management
Orbiit
ServiceNow Integrated Risk Management
Sorbet
TransferMate
Veritone Discovery

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub

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

Not specified

Email Archiving

Not specified

Categories and Features

Compliance

Not specified

Popular Alternatives

Popular Alternatives

Compfie Reviews & Ratings

Compfie

Aparajitha Software Services
Sharp Archive Reviews & Ratings

Sharp Archive

5.0 out of 5 stars
Rimsys Reviews & Ratings

Rimsys

Rimsys Regulatory Management Software