Electronic Communications Module

One platform to track, review, and archive

A powerful, unified platform, Patrina’s Electronic Communications Module manages and retains all your firm’s email, social media, and instant message communications. Quickly locate, review, archive, and retrieve any captured electronic communication firm-wide through the industry’s easiest to use interface.

Oversee your Electronic Communications from a single screen

One of 8 powerful modules built on the industry’s easiest-to-use interface, Patrina’s Electronic Communications Module lets you:

  • Customize flagging lexicons;
  • Execute percent sampling of all messaging;
  • Flag messages for follow up;
  • Monitor social engagement to ensure compliance with SEC, FINRA and CFTC regulations;
  • Control access and permission to view messages from specific groups
  • Place users on heightened supervision
  • Analyze risk and reassign/escalate oversight;
  • Maintain a full audit trail, archive, and import legacy messages; and
  • Generate custom reports for review and proof of oversight.
Electronic Record Archiving Software
Electronic Record Archiving Software
Electronic Record Archiving Software
Electronic Record Archiving Software

Meet all recordkeeping requirements of 17 a-(4) and 17 CFR 1.31

Track, review, and archive electronic communications across all major platforms, including:

  • Microsoft Exchange
  • Microsoft 365
  • Google Mail
  • Facebook
  • LinkedIn
  • Twitter
  • Yammer
  • Youtube
  • Bloomberg
  • Microsoft Lync
  • MSN Messenger
  • Windows Messenger
  • Slack Messaging
  • Blog RSS Feeds

Patrina’s that simple

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!