Overview
Singular’s message archiving and supervision provides a robust and secure method for archiving your organization’s email, social media, and text message communications. Designed for FINRA/SEC regulated firms of all sizes. Singular ensures compliance, enhances productivity, and protects critical data.
Key Features
Automated Archiving
- Seamlessly archive messages in real-time without disrupting user workflows.
- Set customizable policies for random sampling and supervision by group level.
Search and Retrieval
- Powerful search functionality to quickly locate messages by keyword, sender, recipient, date, attachment and so much more.
- Easy-to-use interface allows for efficient retrieval and production of archived messages.
Compliance and Legal Holds
- Ensure compliance with FINRA, SEC and other regulatory agencies.
- Implement legal hold features to preserve relevant emails during litigation.
- Easily select employees for “Heightened Supervision”.
- Comprehensive lexicon of common “red flag terms” available or import your own list.
- Built in export functionality allows you to create and export copies of electronic communications to PST to satisfy regulatory requests.
Data Security
- Your own WORM tape ensures your data meets FINRA, SEC permanence requirements.
- Regular backups and disaster recovery options to prevent data loss.
Storage Management
- Efficient storage solutions that reduce the burden on your primary mail servers.
- Scalable options to grow with your firm’s needs.
User Access Control
- Role-based access controls to ensure only authorized personnel can access archived data.
- Detailed audit logs to track access, reviews, and policy breaches.
Integration Capabilities
- Integrate with major email platforms like Microsoft 365 or Google Workspace.
- Seamless integration with LinkedIn and Twillio so your users only need to access one application to communicate with their audience.
Benefits
- Cost Efficiency: Reduce the costs associated with maintaining primary email servers.
- Improved Productivity: Enhance compliance user experience with multiple message types archived under one platform.
- Risk Mitigation: Protect your organization from legal and compliance risks.
Efficiency: Enhance compliance, streamline email management, and safeguard your valuable data.
Why Trust Patrina Compliance with your data? Just ask our clients.
We couldn’t be the leader in regulatory compliance innovation without the trust of our clients. Compliance professionals like you.
We chose Patrina because the solutions our previous archive partner provided did not meet our growing needs... Patrina's service is impeccable.
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. Patrina offers a comprehensive compliance suite so that my SEC and state RIAs can inexpensively capture everything in one portal...
