Patrina: Where Revenue Meets Regulation.

Give your firm the freedom to grow. Connect compliant archiving, client relationships, and everyday compliance with solutions built for financial services.

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  • Financial services focused
  • Your data stays yours
  • Since 1993
Patrina message archiving
Search and retrieve your archived communications
Supervisory review
Solutions

The Structure Your Firm Needs. The Freedom Your Business Deserves.

Explore compliant archiving, Singular CRM, and the workflows that connect your firm’s records, client relationships, and oversight.

Compliant archiving

Your records.
Ready when you are.

Preserve business communications and electronic records with searchable retention, controlled access, and review workflows.

Explore compliant archiving
Advanced message search
Singular by Patrina

Closer relationships.
A connected team.

Bring client information, pipelines, communications, and compliance tools together in a CRM designed for financial professionals.

Meet Singular CRM Request a Singular demo
Singular by Patrina
Product image from patrina.com · Click to enlarge

Message archiving and supervision

Keep the Record.
Keep the Full Picture.

Bring preserved communications, supervisory work, and retrieval into one practical workflow.

Tools for a documented review process.

  • Configurable flagging lexicons
  • Legal holds
  • Follow-up flags for messages
  • Saved custom search queries
  • Email, social, text, and chat supervision
  • Automated review assignments
  • Group-based access controls
  • Audit trails and legacy-message imports
  • Reports for reviews and regulatory requests
Explore message archiving Request an archiving demo
Message review and supervisory evidence
Advanced search and filtering
Review rules and sampling
Archive search and retrieval

Mobile communications

Business texts belong
in the record, too.

Connect supported mobile capture to archiving and review. MyRepChat supports business texting across computer and mobile devices, including scheduled and recurring messages, group conversations, and audit trails.

Explore SMS archiving

How it works

From Scattered Records
to a Clearer Picture.

Start with your firm's needs. Build a practical path from communication to preservation and retrieval.

01

Connect your communications

Identify the email, messaging, and electronic records your firm needs to capture.

02

Preserve and supervise

Organize retention, access, and review workflows around your firm's procedures.

03

Find what you need

Search, review, and produce the relevant records when a request arrives.

Focused on financial services since 1993

Compliance Is Complex.
Your Partnership Shouldn't Be.

A home office or a growing organization: your firm deserves a partner who listens. Start with your needs, your people, and the way you work.

  • Practical solutions for your firm
  • Personal support from the Patrina team
  • A conversation before a configuration

Powerful Archiving.
Room to Stay Flexible.

Use compliant record archiving to support SEC Rule 17a-4 requirements. Backups and ordinary storage in Dropbox, Google Drive, OneDrive, AWS, or local systems are not substitutes for the retention and recordkeeping controls your firm needs.

  • Prompt access to archived records
  • Straightforward onboarding
  • Month-to-month pricing
  • No automatically renewing annual contracts
  • No surprise annual price increases
  • Your firm owns its data; low data-export costs
Request an archiving demo

Record archiving advertised from

$60/ month

Confirm coverage and a quote for your firm.

Explore record archiving
WealthManagement.com Compliance Finalist Patrina recognition, as displayed on the official website

Patrina features its WealthManagement.com compliance finalist recognition and FINRA Preferred Pricing Program participation on its website.

About Patrina

Singular by Patrina

Built for Financial Professionals.
Connected to Compliance.

Bring relationship management, business development, communication, and oversight into the same working environment. Automate routine work, reduce manual errors, and turn client context into coordinated follow-through.

Explore the complete CRM Request a Singular demo
Client Management

Keep contact details, communication histories, deals, and holdings together. Follow the relationship from the first lead to an established client.

  • Coordinate shared notes, assigned tasks, and reminders.
  • Centralize conversations, track deals in real time, and coordinate compliance reporting.
Pipeline Management

Configure stages for leads, deals, and conversions. Follow status, milestones, and next actions while teams share notes and alerts.

  • Maintain a product portfolio and estimate firm revenue from commissions, management fees, one-time charges, and hourly fees.
  • Use reports to spot trends, bottlenecks, and anticipated revenue.
Integrated Communications

Bring email, phone, SMS, chat, and social communication into connected workflows, with secure cloud access for remote teams and real-time collaboration.

  • Manage email, text messaging, and LinkedIn activity in one environment.
  • Create, approve, publish, and capture LinkedIn posts.
Analytics and Reporting

Use configurable, real-time dashboards for sales and compliance teams, with performance reporting and revenue forecasting.

  • Follow KPIs, targets, revenue, and the sales funnel from lead to closed business.
  • Track both open and completed compliance work.
Custodian Integration Capabilities

Connect supported custodian and financial accounts through Plaid to view daily account and position balances, holdings, and transactions.

  • Coverage includes banks, brokerages, credit unions, retirement providers, and supported crypto services.
  • Explore supported brokerage, retirement, crypto, self-custody, 529, and HSA accounts with Patrina.

The Tools You Know.
Working Better Together.

Explore the integrations featured for Singular by Patrina.

CalendlyCalendly
BackNineBackNine
DropboxDropbox
GmailGmail
PlaidPlaid
LinkedInLinkedIn
ZapierZapier
FirefliesFireflies
ExchangeExchange
HolistiplanHolistiplan

Supported integrations depend on your configuration. View Singular integrations

Compliance tools

Everyday Oversight.
Every Essential Workflow.

Singular goes beyond CRM. Keep these eight compliance functions within your firm's working toolkit.

Policy and Procedure Management

Create, store, revise, and distribute policies and compliance documentation. Coordinate review and acceptance through automated workflows.

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Branch Office Audits

Prepare and conduct branch, OSJ, and satellite-office reviews with an audit-question library or your own questions. Follow work from preparation through post-audit review.

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Message Archiving and Supervision

Review email, SMS, and social communications with configurable policies, alerts, flags, and secure preservation.

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Complaint Reporting

Submit complaints for compliance review. Route investigations, escalate issues, track progress, and document resolution through a defined workflow.

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Outside Business Activities

Submit outside business activities for review, receive edit or resubmission notifications, and follow approval status.

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Marketing Material Repository

Submit, review, and distribute materials. Match audiences to risk profiles and investment experience, with sunset dates for approved content.

Learn more

Political Contribution

Submit contributions for approval. Automated workflows help compliance teams review, track, approve, and total contributions.

Learn more

Gift & Expense Reporting

Submit gifts and expenses for approval, coordinate compliance review, and track approved amounts through automated workflows.

Learn more
Request a live Singular demo
Your recordsYour relationshipsYour businessYour peace of mind

Customer voices

What Patrina Customers Say

Customer experiences with Patrina’s archiving service and support.

“We use Patrina primarily to help us monitor email communication between the advisor and the client. In addition, we find Patrina useful in helping us monitor external text messaging.”
Joel A. Diaz Managing Member, Anchored Wealth Management
“I moved to Patrina as my archiving vendor several years ago. By comparison, I find Patrina’s user interface substantially easier to navigate, and their prices are lower. I’ve been quite pleased with my decision.”
Dave Becker Owner, Advisor, Keystone Wealth Management
“I recommend Patrina to my state- and SEC-registered RIA clients because their email archiving system is equal to any in the market, and better yet, it’s less expensive than any of the others.”
David R. Millar Integrity Compliance Consulting, Inc.
“We chose Patrina because the solutions our previous archive partner provided did not meet our growing needs. Patrina’s service is impeccable.”
Russell Travis VP, Retail Operations, Crescent Securities Group Inc.
“After reviewing several competitors, Wingo Asset Management chose Patrina and couldn’t be happier. Patrina provides outstanding compliance record archiving services, exceptional customer service, and unbeatable pricing.”
John Wingo Wingo Asset Management
“Patrina makes it convenient and efficient to retrieve emails and related information. Onboarding was simple and intuitive. Customer service has been consistently pleasant and helpful.”
Neil S. Kenagy Colchester Investment Counsel
“Patrina’s system works great, and their customer support is extremely efficient whenever we call. We’ve had a very positive experience with both their platform and their service.”
Tom Ducrot Fides + Ratio

See how Patrina can support the workflow your firm needs to improve.

Request a focused demo

For Firms with Relationships Worth Protecting.

Financial services is your focus. Helping you manage its records and compliance demands is ours.

Let's talk about your firm
01

Investment advisors

Keep client relationships moving while organizing your firm's communication records.

Archiving for advisors
03

Compliance teams

Make review, documentation, and retrieval a more manageable part of the working day.

Explore the toolkit

Frequently asked questions

Good Questions.
Straight Answers.

A few things to know before you take the next step with Patrina.

01Is an archive the same as a backup?

Backups support recovery. Archives support defined retention, search, review, and record production. Explore the difference.

02Can Patrina archive email and text messages?

Yes, through supported capture sources. Ask Patrina to confirm channel coverage and setup for your firm. See SMS archiving.

03What is Singular by Patrina?

Singular combines CRM capabilities with compliance tools for financial services firms. Discover Singular.

04Does archiving make a firm compliant?

Archiving supports recordkeeping. Your firm still defines its obligations, policies, configuration, and supervision. Review the considerations.

05How do we get started?

Tell Patrina about your firm and the workflows you want to improve. The team can walk through your options. Start a conversation.

Your Records Deserve More Than a Place to Be Stored.

Behind every record is a relationship, a decision, a business moving forward. Patrina brings archiving and compliance into the flow of your firm, so your team can focus on what comes next.

A closer look at Patrina

See Patrina in Action.
Built Around Your Firm.

Explore how your records, relationships, and compliance workflows can work better together.

  • Explore archiving and supervision.
  • Connect client and compliance workflows.
  • Get answers to your firm's questions.
Prefer a conversation?
Call (212) 233-1155

Serving financial services since 1993.

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    A quick introduction

    Start with Your Firm.
    Connect the Right Pieces.

    Explore archiving, Singular CRM, or a combination of tools with the Patrina team.

    1. 01Discuss your records, people, and working processes.
    2. 02Review the solutions and supported channels.
    3. 03See a live demonstration focused on your needs.
    Continue on patrina.com Opens Patrina's official contact page in a new tab.
    Singular CRM dashboard, official product screenshot
    Singular by Patrina · Official product image from patrina.com.

    Request a live demo

    Tell us about your firm and the workflows you would like to explore.