IEX Group, Inc. operates a stock exchange and affiliated broker-dealer, and knows well the critical function of handling data flawlessly. Since 2013, we have trusted Patrina to retrieve, process, and store our files in a way that is designed to keep us compliant with our recordkeeping obligations. We could not be happier to continue to partner with them in this highly trusted and valued relationship.
Rob Dukesherer, Chief Compliance Officer,IEX Group,Inc.
We Chose Patrina because the solutions our previous archive partner provided did not meet our growing needs... Patrina's serivces is impeccable!
Russel Travis, VP. Retail Operations, Crescent Securities Group Inc
I recommend Patrina to my state and SEC-registered RIA clients beacause their email archiving system is equal to any in the market, yet it's less expensive than any other... Patrina offers a comprehensive compliance suite so that my SEC and State RIAs can inexpensively capture everything in one portal...
David R.Millar, Integrity Compliance Consulting, Inc.
