Stay Compliant Without Breaking The Bank

Why pay BIG bucks to archive electronic communications, when Garrett Planning Network's members pay only $5 per user with Patrina.

Compliance is so much more cost-effective with Patrina!

Really!! It’s less costly to do the right thing and be safe, secure and compliant – Garrett Planning members pay only $5 per month/user to access Patrina’s compliant email archiving. You'll even receive a free set-up and to help us celebrate 25 years of service we'll take 25% off your first 12 months of service.

All this with no minimum commitment!

Features

  • Full indexing to maximize search
  • Customize flagging lexicons
  • Execute percent sampling of all messaging
  • Flag messages for follow up
  • Monitor social engagement to ensure compliance with SEC and FINRA regulations
  • Save and repeat search criteria making data retrieval quick and convenient
  • Built-in tools to automate review assignments
  • Control access and permission to view messages from specific groups
  • Analyze risk and reassign/escalate oversight
  • Maintain a full audit trail, archive, and import legacy messages
  • Generate reports for review and regulator requests
  • And more…

Patrina can help you nip potential exposure in the bud faster and more effectively.


I have seen many products in my 35+ years in this business and none can compete with Patrina. The product saves me many hours per week and is invaluable for any regulatory inquiries.

Eugene Torpey

Chief Compliance Officer, Vandham Securities

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