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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 Heystack?

Heystack is a customized organizational instrument aimed at improving your workflow, streamlining operations, and unifying customer interactions within a singular platform. The intuitive dashboard allows for effortless visualization of your entire process. You can collect insights from various teams while monitoring orders from their initial receipt to final fulfillment. Additionally, it provides the capability to explore individual departments, manage resources, and keep everything organized with great efficiency. Understanding the necessity of integration, Heystack is designed to seamlessly work alongside other systems. Its advanced open architecture guarantees smooth connectivity with other essential operational components. You can identify issues, start conversations, and collaboratively work towards solutions. The robust communication features of Heystack enable your team to connect at optimal moments, ensuring operations run smoothly without unnecessary challenges. Furthermore, customers can be easily integrated into Heystack’s specialized order tracking and communication framework. Heystack also enhances ongoing communication by conveniently saving addresses for effortless export to platforms like Mailchimp and Marketo, thereby boosting your marketing initiatives. This facilitates the maintenance of strong client relationships while effectively overseeing your business operations, ultimately leading to greater overall efficiency. By fostering a collaborative environment, Heystack empowers teams to work together more effectively, resulting in improved productivity and project outcomes.

Media

Media

Integrations Supported

Amazon Web Services (AWS)
Dropbox
Google Drive
Microsoft SharePoint
Oracle Cloud Infrastructure
SAP Cloud Platform
Slack

Integrations Supported

Amazon Web Services (AWS)
Dropbox
Google Drive
Microsoft SharePoint
Oracle Cloud Infrastructure
SAP Cloud Platform
Slack

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

SOUTH

Date Founded

2011

Company Location

United States

Company Website

heystack.is/

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

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

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