PATRINA
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Policies that move with your firm.
Create, distribute and track your firm’s policies and procedures through a connected workflow.
DocumentKeep the information together.
CoordinateGive each step a clear owner.
Follow ThroughKeep the next action in view.
Singular’s Policy Management application simplifies creating, distributing, and tracking your firm’s policies and procedures. Designed for compliance, efficiency, and transparency, Singular empowers your organization to manage policies effectively, ensuring alignment with regulatory requirements.
Centralizing policy management provides a seamless workflow for drafting, distributing, and monitoring compliance, enabling your team to focus on critical business functions while maintaining the highest standards of regulatory adherence.
Store all your policies securely within your dedicated Singular instance for easy access and streamlined management. With robust version control, you can track changes, maintain a detailed history of revisions, and recreate policies from any point in time.
Singular’s powerful full-text indexing and search capabilities make it simple to locate and drill down on specific content when you need it most.
Create and update policies effortlessly with an intuitive, user-friendly editor designed for seamless drafting and revisions. Manage, edit, and track multiple policies within a single, easy-to-use application, ensuring consistency and efficiency across your organization.
Streamline your processes with customizable workflows for policy review and approval, ensuring every step is efficient and compliant. Automated notifications keep your team informed of updates, reviews, and expirations, helping you stay organized and proactive.
Easily assign and distribute policies to employees, whether onboarding new hires or updating existing team members. Track acknowledgments to ensure employees have read and accepted policies, with the ability to send reminders to those who haven’t yet completed the process.
Leverage comprehensive audit trails for compliance audits and detailed reporting. Time stamps are automatically applied to all records, tracking edits, and acknowledgments for clear proof of compliance.
Generate custom reports on policy usage, acknowledgments, and compliance status. Dashboard analytics provide visual insights, making it easy to monitor and understand key metrics in policy management.
We couldn’t be the leader in regulatory compliance innovation without the trust of our clients. Compliance professionals like you.
We chose Patrina because the solutions our previous archive partner provided did not meet our growing needs... Patrina's service is impeccable.
I recommend Patrina to my state- and SEC-registered RIA clients because their email archiving system is equal to any in the market, and better yet, it's less expensive than any of the others. Patrina offers a comprehensive compliance suite so that my SEC and state RIAs can inexpensively capture everything in one portal...
A closer look at Patrina
Explore Written Supervisory Procedures with the Patrina team. Bring your questions and the process your firm needs to manage.
Serving financial services since 1993.
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