Patrina: Compliant Archiving and Compliance Solutions

With a suite of powerful tools for sales and compliance, Singular helps your firm build stronger, more personalized relationships with customers, ultimately driving growth and improving compliance efficiency.

• Store and manage all customer information, including contact details, communication history, deals, and holdings.
• Visualize the entire sales journey, from lead generation to closing the deal.
• Share notes, assign tasks, and set up reminders to keep your team aligned and focused on customer needs.
• Centralize communications, track deals in real-time, and improve team productivity with a centralized compliance reporting tool.

Visualize and manage your sales pipeline with customizable stages to track leads, deals, and conversions effectively.

Singular’s Pipeline Management is designed to streamline and optimize the process of tracking, managing, and closing sales deals.

Tailored specifically for financial services professionals, Singular offers an intuitive, centralized platform that helps your advisors and teams collaborate, stay organized, and accelerate deal progression.

Singular’s Pipeline Management features:

• Deal Tracking: Monitor deals from initial contact to final closure, with real-time updates on status, milestones, and next steps.
• Product Management: Create a portfolio of your everyday investment products. Ability to assign and calculate expected firm revenue based on commission rate, management fees, one-time fees, and hourly fees.
• Collaboration Tools: Enable seamless communication across teams with shared notes, tasks, and alerts, ensuring everyone stays aligned and informed.
• Analytics and Reporting: Gain insights into deal performance with detailed reports and dashboards that highlight trends, bottlenecks, and anticipated firm revenue.

Singular’s Integrated Communications offers a unified solution that combines multiple communication channels and tools into one seamless, efficient system. Singular enables your firm to manage all its email, text messaging, and LinkedIn needs from a single platform, fostering greater connectivity and streamlined workflows.

Key features include:

• Omnichannel Communication: Engage with customers, teams, or stakeholders via email, text, and social media, all from one interface.
• Real-Time Collaboration: Facilitate team collaboration to improve communication speed and effectiveness.
• Unified Messaging: Consolidate phone, email, SMS, and chat communications in one place, ensuring no messages or conversations are missed.
• Cloud Integration: Store and access all communication data securely in the cloud, enabling remote teams to stay connected and work efficiently from anywhere.
• Social Media Made Simple: Create, approve, post, and capture LinkedIn posts.

Singular modernizes the way your firm communicates with your clients and prospects. Gone are the days of needing multiple applications to accomplish a single goal. Go ahead, communicate. Freely and stay compliant while doing so.

Gain actionable insights with comprehensive analytics and reporting tools. Measure performance metrics, forecast sales, and make data-driven decisions to drive business growth effectively.

Powered by a real-time dashboard, Singular transforms data into actionable insights to drive growth and optimize sales strategies, while keeping your compliance team informed.

Key Features:

Customizable Dashboards:

• Create personalized dashboards tailored to your sales or compliance team’s needs.
• Track KPIs, sales targets, revenue, and more in real-time.
• Gain a deeper understanding of your sales funnel, from lead generation to closed deals.
• Track open and closed compliance items and foster a culture of productivity.

Seamlessly integrate with most custodian accounts and financial firms.

Receive daily account and position balances so you know where all your clients stand without having to log into multiple systems.

Singular, with Plaid Integration, enables your investment professionals to gain a holistic view of their clients’ financial holdings, leading to more effective financial planning.

• Gain insight into a user’s investment accounts, including account balances, holdings, and transactions that create a change in a holding.
• Retrieve investment data from a broad coverage network that includes banks, brokerages, crypto exchanges, credit unions, and retirement plan providers.
• Connect to the full breadth of investment account types—from brokerage and retirement accounts, crypto exchanges, self-custody wallets, to 529s and HSAs, and many more.