# Patrina ERM Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Patrina ERM Software - reviews, pricing plans, popular comparisons to other Document Management products and more.

Source: https://www.capterra.com/p/123970/Patriarch-Archiving-Platform

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# 

 Patrina ERM Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

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[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

Patrina ERM

## What is Patrina ERM?

Since 1993, Patrina Corporation has been at the forefront of providing cloud based electronic records archiving solutions that meet strict regulatory requirements for compliance. Whether your needs are email or social media archiving with eDiscovery capabilities, or archiving of records and transactional data, Patrina has a solution for you. Our secure hosted archiving platform will help you quickly locate, manage and produce the information you need when you need it most

## What is Patrina ERM used for?

[Document Management](https://www.capterra.com/document-management-software/)

Top alternative

Featured

Overall rating

Based on 6 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$250

Per User, Per Month

Free trial  
available

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for Patrina ERM?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.patrina.com&name=Patrina ERM)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Patrina ERM

4.5 (6)

VS.

[4.7 (9,308)](https://www.capterra.com/p/121506/Docusign/reviews/)

Starting Price

$250

Per User, Per Month

Starting Price

$15

Flat Rate, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.3 (6)

Ease Of Use

4.7 (28,807)

Value For Money

0.0 (0)

Value For Money

4.5 (20,395)

Customer Service

5.0 (6)

Customer Service

4.5 (18,431)

## Patrina ERM alternatives

[4.7 (4,187)](https://www.capterra.com/p/251329/Adobe-Acrobat-DC/reviews/)

Starting price

$19.99

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

[4.6 (5,138)](https://www.capterra.com/p/153140/Connecteam/reviews/)

Starting price

$29.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

[Google Docs](https://www.capterra.com/p/160756/Google-Docs/)

[4.7 (28,884)](https://www.capterra.com/p/160756/Google-Docs/reviews/)

Starting price

$6.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/160756/Google-Docs/)

Highest Rated

[Google Drive](https://www.capterra.com/p/161425/Drive/)

[4.8 (28,459)](https://www.capterra.com/p/161425/Drive/reviews/)

Starting price

$7.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/161425/Drive/)

[View all alternatives](https://www.capterra.com/p/123970/Patriarch-Archiving-Platform/alternatives/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Archiving & Retention

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Compliance Tracking

Track and report regulatory data to either internal management or external stakeholders

Document Classification

Assign categories, labels, tags, or attributes to documents for organization, search and storage

Electronic Signature

Digitally sign online documents

File Conversion

Convert files to a different format

Patrina ERM 11 features

Define levels of authorization for access to specific files or systems

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Track and report regulatory data to either internal management or external stakeholders

Assign categories, labels, tags, or attributes to documents for organization, search and storage

Digitally sign online documents

Convert files to a different format

Search for specific words or phrases within a document or database

Ability of websites, web applications, or mobile applications to function without an active internet connection

Ability to recognize printed or written text within digital images or scanned documents

Search and filter data across systems to locate required information by entering keywords or certain criteria

Track revisions and updates made to files and navigate between different versions

Get Advice

We can help you find the software with the features you need.

## Pricing

Free Trial

Basic

$250.00

Per User,Per Month

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

5.0 (6)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

5.0 (6)

5.0

Based on 6 reviews

## User reviews

Overall rating

4.5

Based on 6 reviews

Filter by rating

5(4)

4(1)

3(1)

2(0)

1(0)

Mentioned topic

Sorted by most recent

ET

Eugene T.

Chief Compliance Officer

### "The Best Product Available"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

0.0

0.0

Customer Service

5.0

5.0

Likelihood to Recommend

0/10

August 10, 2012

I 100% recommend this product to any financial firms.

Pros

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.

Cons

I HAVE NO CONS WITH THIS PRODUCT

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

MC

Michael C.

Controller

### "Excellent"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

0.0

0.0

Customer Service

5.0

5.0

Likelihood to Recommend

0/10

July 25, 2012

Recommended

Pros

Easy to use

Cons

Don't have any

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

MC

Mary C.

Operations

### "HC Denison"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

0.0

0.0

Customer Service

5.0

5.0

Likelihood to Recommend

0/10

July 24, 2012

We would recommend Patrina anytime someone needs the service they provide.

Pros

Everyone at Patrina are great!

Cons

None as far as we know

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

GP

GEORGE P.

VENDOR RELATIONS SUPERVISOR

### "Patriarch View"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

0.0

0.0

Customer Service

5.0

5.0

Likelihood to Recommend

0/10

July 24, 2012

I recommend the product overall.

Pros

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.

Cons

No complaints about the product.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

LD

Lillian D.

Payroll Supervisor

### "patrina survey"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

0.0

0.0

Customer Service

5.0

5.0

Likelihood to Recommend

0/10

July 23, 2012

i definitely recomend because your option of creating quieries are pretty much endless.

Pros

gives you options to create reports for your specific needs.

Cons

sometimes if you dont use the report you forget the name of the query

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

SK

susan k.

VP GTO

### "KBW IT View"

3.0

Overall Rating

3.0

3.0

Ease of Use

2.0

2.0

Features

0.0

0.0

Customer Service

5.0

5.0

Likelihood to Recommend

0/10

July 23, 2012

Great customer service and technical support.

Pros

I dont use Patrina as an end user so I cannot speak to the feature ichness and ease of use. I am in IT and reponsible for the KBW system processes that transmit files to Patrina. I work directly with Patrina customer service and technical staff when we have system issues. The Patrina staff gets an all star rating for client support and service. They are always responsive, easy to work with and eager to please. Issues are resolved immediately and the staff always follows up.

Cons

I do not have any cons to speak of

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

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Independent research methodology

Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

How Capterra verifies reviews

Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

[Learn more](https://www.capterra.com/resources/how-we-verify-reviews/)

How Capterra ensures transparency

Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website.

[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)