4th July - Campaign - Email & Message Archiving & Compliance Software

Celebrate 4th of July with FREE
compliant text archiving for 3 months!

SMS texting platform for a BYOD environment.

Only 50 Spots Available!

Patrina

When you need more than data archiving

Ready. Set. Text! You read that right. With Patrina and MyRepChat staying compliant with text message archiving is easier for financial services professionals.

With MyRepChat you can effectively and efficiently communicate with clients while Patrina’s comprehensive and easy-to-use Message Archiving platform will help you supervise, screen and review your firm’s communications.

Combining Patrina’s Message Archiving Platform with MyRepChat gives you the confidence you need to respond to any request for your firm’s SMS communications. And when that time comes, Patrina’s team is there to assist you in producing those records, and only those records, needed to fulfill the examiner’s request.

Patrina

This offer will only last until July 9th!

Grab your free demo trial while there’s still time

With Patrina + MyRepChat, you and your team can now text message clients compliantly through their primary messaging platform: SMS, and you can send individual or mass text messages to selected contacts and groups. Type it once. Hit send once. Each contact automatically receives an individual message.

Why use Patrina + MyRepchat as an Advisor?

Download the 2021 User Brochure below for all the vast advantages we provide for advisors

Why use Patrina + MyRepchat as a Firm?

Download the 2021 Home Office Brochure to see how adopting our technology gives your firm an edge

Patrina + MyRepChat:

Why use Patrina + MyRepchat as an Advisor?

There are no apps for clients to download. No software for clients to manage. Just straightforward communication that’s crisp, clear, and regulatory compliant.

Integrates with Microsoft Outlook™

You can schedule text message reminders at the same time you calendar meetings.

Automated

Provides all users with a vCard for automated dissemination of their contact information, and automates review assignments.

Structures group messages to deliver one communication to many people

Each contact automatically receives an individual message. You can even schedule single or recurring message deliveries as far into the future as you like.

Unlimited

Permits unlimited scheduled messages. Schedules unlimited recurring messages — like appointment reviews!

The same things you love, but better

Uses your computer-based platform or your phone to text clients and prospects while maintaining a full audit trail and archive of all messages.

Join us for a live demo!

We have several live demos scheduled for both advisors and compliance officers to learn more about how our product works, and how it can help you run your business better. Space is limited, sign up today to reserve your spot!

Only 50 Spots Available!

What our Users are saying

"This is the only tool out there that allows a user to remain flexible with their CRM and Archiving Firm"

"It's a great to see a tool created by an advisor that fits how we communicate with clients"

"Your customer service is phenomenal."

"It has more marketing capabilities than I thought it would"

"The app works perfectly, and I use it for myself."

3 months on Patrina!

This is a Client 4th of July Special that will just be available until July 9th!
Grab your free trial while there’s time!

Only 50 Spots Available!

Easy, Affordable Compliance Solutions Since 1993

Patrina Corporation
45 Broadway, Suite 1440
New York, NY 1006

Telephone: 212.233.115

info@patrina.com