Compliant Data Archiving & Capture



One platform to deliver safe, secure, compliant archiving.

Where’s your stuff? Patrina’s got you covered.

Whether you store your firm’s data locally within your network or on the cloud with providers like Google Drive™ , Google Buckets™ , AWS™ or Microsoft SharePoint ™, Patrina’s Compliant Data Capture + File Storage keeps it, safe, secure, backed up off-site, and SEC Rule 17a-4 and CFR 1.31 compliant.

That’s great news for compliance and IT

Your compliance team and your IT pros will sleep better at night because Patrina’s Compliant Data Capture + File Storage consolidates your backup and records archiving. It’s also the industry’s easiest to use file capture application specifically designed to ensure you stay compliant and out of regulators’ crosshairs.

Patrina’s Compliant Data Capture + File Storage meets all requirements for electronic record archiving mandated by rules 17a-4 and CFR 1.31, and you receive Patrina’s third-party letter of undertaking to file with your regulatory body.

But there’s more!


All your regulatory bases are covered because Patrina’s Data Capture + Archiving permits you to:

  • Preserve electronic records exclusively in a non-rewritable, non-erasable format;
  • Serialize and time-date records for their required retention period;
  • Store duplicates of your records at off-site, separate and apart from the original, for as long as you are required to maintain that original;
  • Organize and preserve an accurate index on both original and duplicate storage media;
  • Send your files to Patrina whenever it’s most convenient for you. Your data. Your schedule;
  • Retrieve your files securely — whenever you want them — through Patrina’s easy to use web interface; and
  • Search your archive whenever you like, by”
  • Document date;
  • File name; Retention start date;
  • Retention period;
  • File type;
  • Date of upload;
  • File contents; and
  • Legal hold.

You set it and forget it!


Patrina’s Compliant Data Capture + Archiving delivers fast, easy compliant data capture and storage, minimizing potential for unwanted regulatory fines, scrutiny, or disclosure events. Plus, it’s easy to configure. Simply install the application, give us your directories of files to archive, along with their retention periods, and Patrina takes care of the rest.

It’s that easy! Point. Click. Compliance.

So, when the regulators call, will you be ready?

Click here to schedule your Patrina demo or call + today and we’ll help you do more, spend less, and reduce risk!