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!
- 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.
Chief Compliance Officer, Vandham Securities