You demand comprehensive yet affordable solutions.
Patrina delivers.

Point. Click. Compliance. Easy.

Since 1993, Patrina has been focused on one goal. To provide the financial services industry with compliance solutions that are powerful enough to support the largest firms while maintaining a price point that is friendly enough for a home office.

Recognized as a Compliance Solution Finalist by WealthManagement.com and as one of FINRA’s Preferred Pricing Program vendors for the third consecutive year, Patrina provides the solutions that keep you regulator ready for a fraction of the costs of other providers.





Solutions you can trust
without the nonsense

Recognized as a Compliance Solution Finalist by WealthManegment.com and as one of FINRA’s Preferred Pricing Program vendors for the third consecutive year, Patrina provides the solutions that keep you regulator ready for a fraction of the costs of other providers.

Non-compliance may cost you a fortune but staying compliant doesn’t have to break the bank. Patrina provides your firm all the tools it needs to meet its compliance challenges with:

  • No fluff
  • No auto-renewing contracts
  • No automatic price hikes

Compliance is challenging.

Working with a third party doesn’t have to be!

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.

  • —Rob Dukesherer , Chief Compliance Officer,  IEX Group, Inc.
    IEX Group, Inc. operates a stock exchange and affiliated broker-dealer, and knows well the critical function of handling data flawlessly. Since 2013, we have trusted Patrina to retrieve, process, and store our files in a way that is designed to keep us compliant with our recordkeeping obligations. We could not be happier to continue to partner with them in this highly trusted and valued relationship.
    —Rob Dukesherer , Chief Compliance Officer, IEX Group, Inc.
  • —David R. Millar, Integrity Compliance Consulting, Inc.
    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...
    —David R. Millar, Integrity Compliance Consulting, Inc.
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