Industry award finalist2016
Patrina Compliance Suite
Named a finalist in the Compliance category of the 2016 WealthManagement.com Industry Awards.
View the published finalist listPatrina Corporation · Since 1993
Patrina delivers.
You demand comprehensive yet affordable solutions.
Since 1993, Patrina has focused on one goal: providing the financial services industry with compliance solutions powerful enough for the largest firms and accessible enough for a home office.
Compliant archiving. Singular CRM. Integrated compliance.
Financial servicesOur focus since 1993
2016 · Compliance category finalist
People you can reach(212) 233-1155
Our company
Built around the work
of financial firms.
Patrina provides archiving, client relationship management and compliance tools for financial services. We work with firms that need to preserve business records, supervise communications and keep client work moving.
Our approach has stayed straightforward: useful software, accessible service and terms that leave the decision to renew with you.
Meet our partners- 1993
Financial services from the start
Patrina begins its focus on compliance solutions for the financial services industry.
- 2016
Industry recognition
Patrina Compliance Suite is named a finalist in the Compliance category of the WealthManagement.com Industry Awards.
- Today
Archiving, CRM and compliance
Compliant Archiving and Singular bring records, relationships and review workflows into the tools your firm uses.
Industry recognition
Experience with a record
behind it.
Our history includes industry recognition, participation in financial-services programs and a place in the technology ecosystem advisors use.
Preferred Pricing
Program
Patrina was selected as a program vendor for three consecutive years.
A pricing-program relationship recorded in Patrina’s published company history.
Read the company historyProvider directory listing
Schwab Advisor Services
Singular by Patrina is listed in Schwab’s provider directory under CRM, with Daily Data Files listed among its integration capabilities.
View the Singular provider listingSchwab’s directory listing does not constitute an endorsement.
Our approach
Solutions you can trust
without the nonsense.
Non-compliance may cost you a fortune. Staying compliant doesn’t have to break the bank.
No fluff.
Archiving, CRM and compliance tools built around the work your firm needs to do.
No auto-renewing contracts.
You decide when to renew.
No automatic price hikes.
There are no automatic annual price increases.
Our leadership
The people behind Patrina.
Technology, financial-services experience and day-to-day operations are represented in the team responsible for our products and service.
Read our team biographiesChief Executive Officer
Mark Opila
Leadership · Financial services · TechnologyMark leads Patrina’s corporate vision and strategy. His experience spans technology and financial services, including earlier roles as Patrina’s Chief Operating Officer and Director of Sales and Marketing.
Meet MarkChief Technology Officer
Michael Vernizzi
Application development · Cloud systemsMichael joined Patrina in February 2023. His background includes application development, network administration, cloud computing and systems integration.
Professional certificationsMicrosoft AzureScrum
Microsoft Azure and Scrum certified, as described in Michael’s published team biography.
Meet MichaelHead of Operations and Customer Support
Robert Hammill
With Patrina since 2010Robert leads the operations and customer-support teams. His experience with brokerage and clearing systems informs the work of processing client data and helping customers use their records.
Meet RobertWhat we build
Records. Relationships.
The work around them.
Our solutions support two connected parts of financial-services operations: preserving business records and managing client relationships with the workflows behind them.
Compliant Archiving
Capture, search, supervision and retrieval.
Singular by Patrina
Financial-services CRM and compliance workflows.
Client experience
Why trust Patrina with your data?
Just ask our clients.
Financial-services professionals on Patrina’s archiving service and customer 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.”
“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.”
“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.”
“We chose Patrina because the solutions our previous archive partner provided did not meet our growing needs. Patrina’s service is impeccable.”
“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.”
“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.”
“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.”
Company information
Patrina Corporation
- Established
- 1993
- Address
- 1 Coates Drive, Suite 8
Goshen, New York 10924
United States - Phone
- (212) 233-1155
- info@patrina.com
Your records and your requirements.
Our published policies describe safeguards including encryption in transit and at rest, role-based access controls, monitoring and audit logs.
Discuss your retention, access and supervisory requirements with our team as part of defining your firm’s deployment.
Read our Policies & Terms of UseDiscuss your security requirementsTalk to Patrina
See what Patrina can do
for your firm.
Tell us what you need to archive, manage or review. We’ll show you the relevant tools.