A clear home for your business history.
Enterprise Record Management Services
Consolidate and preserve critical electronic records on a secure, globally accessible platform. Locate, manage and produce the information you need.
Compliance. Easy.
ConsolidateBring multiple sources into view.
ControlKeep access in the right hands.
ProducePut your records to work.
Record Management Software – Many Challenges with One Clear Solution
The world is expanding, and so is your business. Companies adjust strategies, switch gears, and restructure to stay competitive. Every move today impacts tomorrow—but history can sometimes be lost in the shuffle. Preserving records is crucial for running a successful business, and smart businesses rely on robust records management solutions.
Whether your recordkeeping requirements are set by regulatory agencies or internal stakeholders, Patrina’s records management solution can consolidate and preserve all critical electronic records on a secure, globally accessible platform.
Our secure, hosted archiving solution helps you quickly locate, manage, and produce the information you need—precisely when you need it most.
Top Reasons Businesses Choose Patrina for Record Management Software and Archiving
Data is captured, preserved, and consolidated into a secure and accessible archive with our records management solution.
- Manage records across your organization more efficiently through a unified archive.
- Preserve legacy data to save time, reduce operational resources, and lower regulatory risk.
- Gain control with secure access settings, ensuring information is available only to authorized users.
- Unify records by combining multiple data sources into a consolidated view.
- Reduce expenses on storage, software licensing, hardware, and overall data center costs.
- Use powerful search analytics for quick access to the information you need.
- Our platform is customized to meet your unique business needs.
- We provide a compliant data archive by storing files on WORM media.
- As a designated third-party provider, we help businesses meet record-keeping obligations such as SEC 17a-4 and 17 CFR 1.31.
- Data is accessible anytime, anywhere through our secure online access.
Our records management solution is built with your bottom line, efficiently solving critical information management needs.
A Trusted Partner
For over 20 years, we have worked closely with businesses of all sizes to develop a deep understanding of their process and challenges. In turn they have relied on our vast expertise in Enterprise Records Management to provide solutions that help save time and money, while reducing risk.
Contact us and we will be more than happy to help you with your records management challenges.
What Patrina Customers Say
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.
Everyone at Patrina are great!
This is overall a great product and it has the support of some of the best staff I’ve had the pleasure of working with.
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.
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...
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...
We Chose Patrina because the solutions our previous archive partner provided did not meet our growing needs... Patrina's serivces is impeccable!
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.
Everyone at Patrina are great!
This is overall a great product and it has the support of some of the best staff I’ve had the pleasure of working with.
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.
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...
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...
A closer look at Patrina
See Your Recordkeeping Workflow in Action.
Explore Enterprise Record Management Services with the Patrina team. Bring your questions and the records your firm needs to manage.
Serving financial services since 1993.
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