Singular by Patrina
A CRM solution that aligns Financial Advisors, Clients, and Compliance
Transform your business operations with Singular by Patrina—the all-in-one solution built exclusively for the financial services industry. Singular combines a powerful CRM for financial service professionals with advanced compliance tools. Singular streamlines workflows, strengthens client relationships, and ensures your firm stays ahead of complex regulatory demands.
Whether you’re a small or a large RIA or Broker-Dealer, Singular by Patrina empowers you to manage client interactions, track regulatory requirements, and confidently grow your business. Automate routine tasks, gain actionable insights into your client base, and maintain a robust compliance posture without sacrificing efficiency.
Designed to adapt to your firm’s needs, Singular helps you reduce manual errors, improve decision-making, and focus on delivering exceptional value to your clients. Revolutionize your processes, build trust, and achieve operational excellence—Singular by Patrina is your partner in business transformation.
Discover how Singular can simplify your operations and unlock growth opportunities today with a cutting-edge CRM for financial services.
Key Features
Built for Financial Professional
Yet keeps your compliance team in the know.
With a suite of powerful tools for sales and compliance, Singular helps your firm build stronger, more personalized relationships with customers, ultimately driving growth and improving compliance efficiency.
- Store and manage all customer information, including contact details, communication history, deals, and holdings.
- Visualize the entire sales journey, from lead generation to closing the deal.
- Share notes, assign tasks, and set up reminders to keep your team aligned and focused on customer needs.
- Centralize communications, track deals in real-time, and improve team productivity with a centralized compliance reporting tool.
Visualize and manage your sales pipeline with customizable stages to track leads, deals, and conversions effectively.
Singular’s Pipeline Management is designed to streamline and optimize the process of tracking, managing, and closing sales deals.
Tailored specifically for financial services professionals, Singular offers an intuitive, centralized platform that helps your advisors and teams collaborate, stay organized, and accelerate deal progression.
Singular’s Pipeline Management features:
- Deal Tracking: Monitor deals from initial contact to final closure, with real-time updates on status, milestones, and next steps.
- Product Management: Create a portfolio of your everyday investment products. Ability to assign and calculate expected firm revenue based on commission rate, management fees, one-time fees, and hourly fees.
- Collaboration Tools: Enable seamless communication across teams with shared notes, tasks, and alerts, ensuring everyone stays aligned and informed.
- Analytics and Reporting: Gain insights into deal performance with detailed reports and dashboards that highlight trends, bottlenecks, and anticipated firm revenue.
Singular’s Integrated Communications offers a unified solution that combines multiple communication channels and tools into one seamless, efficient system. Singular enables your firm to manage all its email, text messaging, and LinkedIn needs from a single platform, fostering greater connectivity and streamlined workflows.
Key features include:
- Omnichannel Communication: Engage with customers, teams, or stakeholders via email, text, and social media, all from one interface.
- Real-Time Collaboration: Facilitate team collaboration to improve communication speed and effectiveness.
- Unified Messaging: Consolidate phone, email, SMS, and chat communications in one place, ensuring no messages or conversations are missed.
- Cloud Integration: Store and access all communication data securely in the cloud, enabling remote teams to stay connected and work efficiently from anywhere.
- Social Media Made Simple: Create, approve, post, and capture LinkedIn posts.
Singular modernizes the way your firm communicates with your clients and prospects. Gone are the days of needing multiple applications to accomplish a single goal. Go ahead, communicate. Freely and stay compliant while doing so.
Gain actionable insights with comprehensive analytics and reporting tools. Measure performance metrics, forecast sales, and make data-driven decisions to drive business growth effectively.
Powered by a real-time dashboard, Singular transforms data into actionable insights to drive growth and optimize sales strategies, while keeping your compliance team informed.
Key Features:
Customizable Dashboards:
- Create personalized dashboards tailored to your sales or compliance team’s needs.
- Track KPIs, sales targets, revenue, and more in real-time.
- Gain a deeper understanding of your sales funnel, from lead generation to closed deals.
- Track open and closed compliance items and foster a culture of productivity.
Seamlessly integrate with most custodian accounts and financial firms.
Receive daily account and position balances so you know where all your clients stand without having to log into multiple systems.
Singular, with Plaid Integration, enables your investment professionals to gain a holistic view of their clients’ financial holdings, leading to more effective financial planning.
- Gain insight into a user’s investment accounts, including account balances, holdings, and transactions that create a change in a holding.
- Retrieve investment data from a broad coverage network that includes banks, brokerages, crypto exchanges, credit unions, and retirement plan providers.
- Connect to the full breadth of investment account types—from brokerage and retirement accounts, crypto exchanges, self-custody wallets, to 529s and HSAs, and many more.
Our Integrations
These are some of the products Singular integrates with
Why Choose Singular as your Next CRM for Financial Advisors?
- Unified Platform: Access client and compliance management tools from a single platform, simplifying your technology stack and reducing operational complexity.
- Scalability: Grow your business without worrying about outgrowing your solution—singular scales with your needs, whether you have 10 customers or 10,000.
- User-Friendly Interface: Navigate effortlessly with an intuitive interface designed for both investment advisors and compliance professionals. Finally, a tool that bridges the gap between your client-facing team and your behind-the-scenes compliance professionals
- Comprehensive Compliance Coverage: Address regulatory requirements specific to your industry with confidence, leveraging built-in compliance frameworks and updates.
- Private Cloud-Based Accessibility: Access Singular anytime, anywhere, with secure private cloud hosting. Collaborate with your team and manage your business on the go.
Integrated Compliance Tools To Keep You Regulator Ready
Singular is so much more than just a CRM.
Policy and Procedure Management
Centralize and manage policies, procedures, and compliance documentation in one secure location. Streamline revisions and acceptance with automated workflows to enhance efficiency and consistency across your organization.
Branch Office Audits
Prepare for branch, OSJ, or satellite office audits and inspections efficiently with a full library of audit questions or the option to create your own. Our easy-to-use audit solution provides step-by-step workflows to guide you from pre-audit preparation to post-audit review, ensuring thorough compliance and minimizing disruptions.
Message Archiving and Supervision
Leverage best-in-class workflows to review, flag, and supervise your users’ emails, SMS, and social media communications. Ensure comprehensive oversight with automated alerts for potential risks, customizable supervision policies, and secure storage to meet regulatory requirements and safeguard your organization.
Complaint Reporting
System users can effortlessly submit complaints for compliance review, ensuring a smooth and efficient process. Built-in workflows enable seamless reporting, escalation, tracking, and resolution, while maintaining transparency and compliance with regulatory standards to safeguard your organization’s reputation.
Outside Business Activities
Employees can easily submit their outside business activities (OBAs) for compliance review, receive automatic notifications for edits or resubmissions, and track the status of their submissions in real time, ensuring a seamless and transparent process.
Marketing Material Repository
Submit, review, and distribute marketing materials seamlessly within Singular. Target audiences by risk profile and investment experience, and set sunset dates to ensure compliance while keeping your content fresh and relevant.
Political Contribution
Quickly and easily submit your Political Contributions for immediate approval. Singular offers fully automated workflows. This ensures that your compliance team can track, approve, and tally totals efficiently, maintaining compliance with regulatory requirements.
Gift & Expense Reporting
Quickly and easily submit your gifts and expenses for immediate approval. Singular offers fully automated workflows. This ensures that your compliance team can track, approve, and tally totals efficiently, maintaining compliance with regulatory requirements.
Enhance Your Business Operations with Singular
Empower your team, streamline processes, and enhance customer relationships while staying compliant with Singular. Join thousands of users worldwide who trust Singular to drive success.
Request a Free Demo
Discover how Singular can transform the way you run your book and simplify your compliance obligations.