PATRINA
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A financial advisor CRM with built-in compliance workflows and email archiving included for every user.
The Right CRM for Your Firm. Straightforward Pricing. Starting at $25 per user/month. Request Your Custom Quote based on your CRM needs, communication channels, integrations, and implementation requirements.
Singular helps financial advisors, RIAs, and broker-dealers manage client relationships, pipeline activity, communications, and supervisory workflows in one compliance-focused platform.
Keep client work connected across advisors, branches, operations, and supervision with shared relationship history, assigned tasks, and compliance reviews—all in one place.
Manage contacts, relationship history, tasks, opportunities, and performance reporting in one place.
Streamline disclosures, reviews, policy management, audits, and supervisory workflows within your CRM.
Preserve searchable email records and simplify supervisory review with built-in, compliance-ready archiving.
Connect client relationships, opportunities, communications, and oversight in one compliance-native CRM designed for financial services.
Singular capabilityKeep client details, communications, opportunities, and account context connected. Give every team member the history and next steps needed to maintain continuity.
Singular capabilityTrack opportunities from prospect to close and forecast revenue using investment products, commission rates, management fees, one-time fees, or hourly billing.
Singular capabilityCapture and preserve business communications across supported channels, with integrated review and supervision workflows that help firms maintain compliance and oversight.
Singular capabilityTurn CRM and compliance data into actionable insights. Track pipeline performance, forecast revenue, and monitor compliance activity to prioritize follow-up.
Singular capabilityBring account balances, holdings, and transactions into client workflows through supported custodian and financial data integrations.
Give advisors, operations, and compliance teams the shared context and workflows they need to keep client work moving.
Hear from financial-services professionals about Patrina’s archiving and customer support.
Read the full customer experiences
Patrina provides outstanding compliance record archiving services.
Wingo Asset Management
Manage policies, disclosures, communications, approvals, and supervisory reviews in one compliance-native CRM.
Showing all 9 tools
Manage policy versions, streamline approvals, distribute updates, and track employee acknowledgments with automated reminders and reporting.
Explore module
Streamline branch and OSJ audits by managing assessments, assigned reviewers, findings, supporting evidence, and remediation tracking in one place.
Explore modulePreserve searchable communications, apply lexicons and sampling, assign reviews, flag exceptions, and maintain an auditable supervisory history.
Explore module
Centralize complaints, manage investigations and follow-up, track resolutions, and report on complaint status and outcomes.
Explore module
Streamline OBA and PST disclosures with compliance approvals, update reminders, and a complete history of review decisions.
Explore module
Manage marketing materials through version control, multi-stage compliance approvals, controlled distribution, and scheduled review or retirement.
Explore module
Track monetary and in-kind contributions, streamline approvals, assign compliance reviewers, and maintain records for regulatory reporting.
Explore module
Track gifts, entertainment, and expenses with streamlined approvals, centralized records, and reporting by recipient, amount, date, and category.
Explore moduleMonitor personal investment activity with streamlined reviews, centralized transaction records, and compliance oversight of employee brokerage accounts.
See this tool in actionKeep client activity, team responsibilities, and compliance reviews connected from start to finish, with workflows tailored to your firm's roles and approval processes.
Access client history, communications, opportunities, and assigned tasks in one place. Shared notes and reminders keep everyone informed as responsibilities shift.
Route OBA disclosures, gift requests, outside trading accounts and marketing materials through configured compliance workflows. Reviewers can evaluate submissions, request updates, and document decisions.
Give branch leaders, OSJs, operations, and compliance clear visibility into responsibilities, outstanding tasks, and follow-up through shared workflows, dashboards, and reporting.
Search archived communications, assign reviews, flag exceptions, and track escalations with a traceable audit history. Authorized reviewers can retrieve records and document supervisory actions within your firm's archive configuration.
Email archiving is included with Singular, providing access to Patrina's record-preservation and supervisory tools. Supported sources include Microsoft Exchange, Microsoft 365, and Gmail, with capture, retention, and access configured to meet your firm's requirements.
Unify client relationships, communications, and compliance workflows in one financial services platform.
One connected platform for advisors, operations, and compliance.
Configure integrations, access, archiving, and services to meet your firm's needs.
Email archiving is included. Your quote lists any third-party licenses and implementation services.
Integrate communications, financial data, scheduling, files, and automation to keep your team connected and work moving.
Connect investment accounts, portfolio activity, and tax-planning information through supported integrations with Plaid, Schwab, Black Diamond, BackNine, and Holistiplan.
Connect Gmail, Microsoft Exchange, Calendly, and LinkedIn to client workflows, keeping communications and appointments accessible in one place. Available data and synchronization depend on each integration.
Integrate Dropbox and Fireflies, with additional automation through Zapier and Integrately.
Give advisors, operations, and compliance the tools they need to work together without losing critical context.
Unify client relationships, opportunities, portfolio insights, and next steps in one connected CRM.
CRM for financial advisorsConnect representative activity, branch operations, OSJ oversight, and compliance supervision in one platform.
CRM for broker-dealersStreamline disclosures, approvals, record reviews, and regulatory workflows in one connected platform.
Financial-services CRMUse your invoices or proposed subscriptions to compare the recurring costs of your current tools and a Singular configuration.
Use each proposal's licensed user count, including any minimum commitment.
Use your current CRM invoice or select a reference plan.
Email archiving is included. Your quote specifies additional channels and services.
Enter separately quoted recurring channel, provider, integration or administration charges. Include only costs not already entered above.
Published-rate illustration
25 CRM licenses + entered firm-level costs
25 licenses at the published reference + entered extras
Totals include only the recurring costs you enter.
Estimates cover the recurring costs you enter. One-time fees, taxes, and unentered costs are excluded. Compare equivalent services using current quotes.
Reference rates are from October 2026. Compare current quotes for pricing and plan terms. Singular · Redtail · Wealthbox.
Singular combines financial-services CRM, compliance workflows and included email archiving. Map which subscriptions can actually be replaced and which services your firm will retain. Different feature sets, capture sources and implementation requirements can change the financial case.
Plan your transition around client records, active workflows, and archived communications. Patrina supports historical email imports, with CRM migration scope, responsibilities, and timelines tailored to your systems and implementation needs.
Identify your CRM, archiving and compliance tools, integrations, and users to define your migration needs.
Determine which records, permissions, history, retention settings, and communication channels to migrate and preserve.
Define testing for data integrity, workflows, record retrieval, and user access before launch.
Confirm scope, responsibilities, training, support, timelines, and pricing before implementation begins.
Get answers about Singular's capabilities, pricing, integrations, and implementation options for your firm.
Talk through your questionsSingular combines financial-services CRM, built-in compliance workflows, and email archiving at no additional subscription cost. Connect client relationships, communications, and supervisory reviews in one platform while reducing the need for separate compliance tools.
Yes. Email archiving is included with every Singular user subscription at no additional charge. Mail sources, access, and retention are configured for your firm. Third-party licensing and implementation services are quoted separately.
Singular's published pricing is $25 per user/month. Request a customized quote based on your user count, communication channels, integrations, and implementation needs.
Patrina supports Teams and Slack archiving and SMS capture through providers such as MyRepChat, CellTrust, and FirmScribe. Coverage, provider licensing, and additional fees may apply depending on your selected channels and configuration.
Plaid connects supported investment balances, holdings, and transactions; Schwab provides account and position data; and LinkedIn supports content approval, posting and capture. Available data and functionality depend on the configured integration.
Patrina supports SEC Rule 17a-4 recordkeeping through WORM-based preservation and archiving tools for communication capture, search, supervisory review, and retrieval. Record types, retention, permissions, and production requirements are defined for your deployment.
The SEC permits WORM storage or a compliant audit-trail alternative under its amended electronic-recordkeeping rule.
No. Archiving requirements vary by registration, business activity, record type, and supervisory obligations. Configure retention, access, and review workflows to meet your firm's specific requirements.
Learn more about RIA Email Archiving and Broker-Dealer Email Archiving.
With Singular there are no long-term or automatically renewing contracts. Your proposal outlines subscription terms, communication channel coverage, third-party licensing (if applicable), and implementation services. Review the agreement for the terms and costs applicable to your firm.
Patrina supports historical email imports into its searchable archive. CRM migration depends on source systems, supported formats, field mapping, history, and integrations. Before implementation, define migration scope, data validation, responsibilities, training, and timelines to ensure a smooth transition.
Evaluate which platform delivers the best value for your firm. Compare CRM capabilities, built-in compliance, included email archiving, integrations, implementation, and support to identify cost savings, reduce reliance on separate systems, and determine which solution best fits your needs. Base comparisons on verified capabilities and total cost, including add-ons and services.
No. The calculator compares estimated recurring costs using your inputs for CRM licenses, archiving, and compliance. Published prices are reference points; you can substitute your actual Singular quote. One-time fees, additional charges, and differences in capabilities may affect the results. For an accurate comparison, use current vendor quotes and equivalent service levels.
Ready to See What Your Firm Could Save? Request a Custom Singular Quote to compare your current costs with a tailored proposal based on your users, integrations, archiving needs, and compliance workflows.
Bring a client handoff, a compliance review, and your communication sources. See how Singular supports your workflows and get a tailored proposal with clear pricing and inclusions.
Ready to simplify CRM and compliance? Tell us about your firm to schedule a demo and request a customized quote.
Prefer a conversation? (212) 233-1155