# Patrina > Patrina Corporation provides compliant archiving, electronic records management, and compliance workflow solutions for financial services firms. Singular by Patrina is its CRM product. Patrina serves financial advisors, registered investment advisers (RIAs), broker-dealers, branch operations, and compliance teams. The Singular overview is the main product page; the advisor, broker-dealer, and financial services CRM pages explain distinct operating needs and use cases. Archiving and CRM are related offerings with different roles. Displaying a communication in a CRM is distinct from preserving a record in an archive. Email archiving is included with Singular; other communication channels, integrations, licensing, and implementation services follow the firm's selected configuration and quote. The linked product pages describe current capabilities and scope. Regulatory references explain recordkeeping and supervision use cases; applicable obligations depend on the firm's registrations, activities, records, and policies. ## Start here - [Patrina](https://patrina.com/): Company overview and the relationship between archiving, Singular CRM, and compliance workflows. - [Solutions](https://patrina.com/solutions/): Overview of Patrina's products and services for financial services firms. - [About Patrina](https://patrina.com/about-us/): Company background, service approach, and customer experiences. ## Singular CRM - [Singular by Patrina](https://patrina.com/singular/): Main product overview: client relationships, pipeline, built-in compliance workflows, included email archiving, integrations, pricing information, and a cost comparison calculator. - [CRM for financial advisors](https://patrina.com/singular/crm-for-financial-advisors/): Advisor and registered investment adviser (RIA) workflows for relationship history, prospect-to-client handoffs, tasks, and ongoing service. - [CRM for broker-dealers](https://patrina.com/singular/crm-for-broker-dealers/): Representative activity, branch and Office of Supervisory Jurisdiction (OSJ) responsibilities, approvals, and supervisory coordination. - [Financial services CRM software](https://patrina.com/singular/financial-services-crm-software/): Client operations across sales, service, operations, management, and compliance teams. ## Compliant archiving and records management - [Compliant archiving](https://patrina.com/compliant-archiving/): Main archiving overview: supported communications and electronic records, preservation, supervisory review, search, and retrieval. - [Email archiving software](https://patrina.com/compliant-archiving/email-archiving-software/): Business email capture, indexing, retention, review history, search, legacy imports, and retrieval. - [RIA email archiving](https://patrina.com/compliant-archiving/ria-email-archiving/): Email recordkeeping, review, and retrieval workflows for registered investment advisers. - [Archiving for investment advisors](https://patrina.com/compliant-archiving/archiving-software-for-investment-advisors/): Recordkeeping around advice, client instructions, business activities, and the communications and documents behind them. - [Broker-dealer email archiving](https://patrina.com/compliant-archiving/broker-dealer-email-archiving/): Broker-dealer email preservation, supervisory review, retrieval, and discussion of FINRA and SEC recordkeeping requirements. - [SMS archiving software](https://patrina.com/compliant-archiving/sms-archiving-software/): Business text capture through supported providers and the path from messages to preservation, supervision, and retrieval. - [Records management](https://patrina.com/records-management/): Capture, consolidation, preservation, search, and production of electronic business records. - [Designated Third Party Services](https://patrina.com/designated-3rd-party-services/): Support for designated third-party recordkeeping arrangements and regulatory record access. ## Compliance workflows - [Policy and procedure management](https://patrina.com/policy-and-procedure-management/): Policy versions, approval workflows, distribution, and employee acknowledgments. - [Branch and OSJ audits](https://patrina.com/branch-audits/): Assessments, assigned reviewers, findings, supporting evidence, and remediation tracking. - [Message archiving and supervision](https://patrina.com/message-archiving-and-supervision/): Searchable communications, lexicons, sampling, review assignments, exceptions, and supervisory history. - [Complaint management](https://patrina.com/complaints-module/): Complaint intake, investigation, follow-up, resolution tracking, and reporting. - [Outside business activities and private securities transactions](https://patrina.com/oba-and-pst-reporting-and-tracking/): OBA and PST disclosures, compliance approvals, reminders, and review decisions. - [Marketing material review and management](https://patrina.com/marketing-material-repository/): Version control, compliance review, approvals, controlled distribution, and material review or retirement. - [Political contribution tracking](https://patrina.com/political-contribution-tracking/): Contribution disclosures, approvals, assigned reviewers, and reporting. - [Gifts and entertainment compliance](https://patrina.com/gifts-and-entertainment-software/): Gift, entertainment, and expense disclosures, approvals, records, and reporting. - [Outside trading review in Singular](https://patrina.com/singular/#compliance): Personal investment activity and employee brokerage-account review within Singular's nine-tool compliance offering. ## Company and contact - [Team](https://patrina.com/team/): Patrina team members and professional backgrounds. - [Partners](https://patrina.com/partners/): Partner relationships and program information. - [Contact Patrina](https://patrina.com/contact-us/): Contact details, product inquiries, demonstrations, and firm-specific quotes. - [Policies and Terms of Use](https://patrina.com/policies-terms-of-use/): Published privacy, acceptable use, service, and website terms. ## Optional - [FINRA marketing compliance and Rule 2210](https://patrina.com/finra-marketing-compliance-rule-2210/): Marketing review workflows and discussion of FINRA communications requirements. - [Patrina blog](https://patrina.com/blog/): Educational articles and commentary about financial services records, supervision, compliance, and CRM. - [HTML sitemap](https://patrina.com/sitemap/): Human-readable directory of site pages. - [XML sitemap index](https://patrina.com/sitemap_index.xml): Search-engine sitemap index for discovery of published URLs.