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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.
Integrations Supported
Amazon Web Services (AWS)
Dropbox
Google Drive
Microsoft SharePoint
API Availability
API Availability
Has API
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
Not specified
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
Not specified
Email Archiving
Not specified
Categories and Features
Billing and Invoicing
Billing Portal
Contact Database
Dunning Management
Payment Processing
Tax Calculator