Relationships, records and the work between them.
Singular CRM by Patrina
Bring your client relationships and compliance workflows into one connected working environment.
Compliance. Easy.
ConnectKeep client context together.
CoordinateMove the next action forward.
ReviewKeep oversight connected.
Yes, I Want a Demo
Just $25 per user/month. No extra fees. No patchwork systems. Whether you’re a small RIA or a growing BD.
What’s included:
- Plaid integration for live holdings & transaction data
- LinkedIn integration with built-in preapproval workflows
- Policy & procedure management
- Complaint tracking and resolution workflows
- OBA, gift, expense, and political contribution approvals
- Branch office audit workflows
- Compliant email archiving included at no extra cost
New Integrations That Power Your Workflow
Singular seamlessly connects with the tools you already use, making your operations more efficient.
- BackNine: Manage insurance quotes and policies from your CRM.
- Plaid: View and verify banking data and AUM.
- Gmail & Outlook: Sync emails and ensure compliant archiving.
- Zapier: Connect instantly with over 7,000 apps for simplified automation.
- Black Diamond: View account summaries and transactions within Singular.
These integrations (and more) make Singular your true all-in-one platform.
How Singular compares to alternatives
See why advisors choose Singular for the perfect balance of ease and compliance.
| Feature | Singular (Patrina) | Redtail | Wealthbox |
|---|---|---|---|
Pricing
|
$25/user | $39/user | $49/user |
| Contact Management with built in compliance fields
|
 |
✖ | |
| Compliance & Security Basic vs Advanced
|
|
✖ | ✖ |
| Customization, Flexibility & Simplicity
|
|
✖ | ✖ |
| Outside Business Activities
|
|
✖ | ✖ |
| Policy & Procedure Management
|
|
✖ | ✖ |
| Complaint Tracking
|
|
✖ | ✖ |
Compliance Isn’t an Afterthought. It’s Built In.
Message Archiving + Supervision
Flag, review, and archive emails, texts, and social media from a single dashboard.
Complaint & OBA Reporting
Let team members easily submit Outside Business Activities and complaints for compliance review.
Policy Management
Centralize policies and automate revisions and acknowledgments across the firm.
Marketing & Political Contributions
Streamline submissions, approvals, and oversight—automatically.
Frequently Asked Questions
Unlike generic CRMs, Singular is purpose-built for financial advisors and broker-dealers. It combines powerful client relationship tools with integrated compliance workflows—so you don’t have to stitch together multiple platforms or worry about regulatory gaps.
Yes. Singular includes 17a-4 compliant email archiving as part of your $25/user plan. No hidden fees, no long-term or auto-renewing contracts.
Singular integrates directly with Plaid to pull in live holdings and transaction data, giving you a holistic view of your clients’ financial activity. With LinkedIn, advisors can initiate compliant outreach using preapproval workflows, helping you grow your book while staying within the rules.
Absolutely. Whether you’re a solo advisor or managing hundreds of reps, Singular is built to scale. From customizable workflows to cloud-based access and centralized compliance tools, it grows with your team—without getting in the way.
All-In-One CRM. Just $25 Per User. And Now—Yours to Try Free.
Book a quick demo this month and get 30 days to test drive Singular. No setup fees. No surprises. Just smarter operations from day one
© 2025 Singular. All Rights Reserved.
What Patrina Customers Say
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
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