Who Uses This Software?

Stop juggling multiple systems to manage the core of your non-trading compliance. Patrina's Integrated Compliance Suite is designed specifically for the financial services industry.


Average Ratings

  • Overall
  • Ease of Use
  • Customer Service

Product Details

  • Starting Price
    $1.25/month/user
  • Free Demo
    Yes
  • Deployment
    Cloud, SaaS, Web
  • Training
    In Person
  • Support
    Business Hours

Vendor Details

  • Patrina
  • www.patrina.com
  • Founded 1993
  • United States

About Integrated Compliance Suite

Stop juggling multiple systems to manage the core of your non-trading compliance. Patrinas Integrated Compliance Suite is designed for Broker-Dealers, RIAs, and FCMS. A single, powerfully integrated platform, Patrina automates workflow and delivers a 360 degree view of your entire non-trading compliance program. The easiest-to-use interface to manage your Messaging; WSP; Marketing Material; Branch Office Audits; OBAs; Complaints; Political Contributions; and Gift and Entertainment Reporting.


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Integrated Compliance Suite Features

  • Archiving & Retention
  • Audit Trail
  • Controls Testing
  • Environmental Compliance
  • FDA Compliance
  • HIPAA Compliance
  • ISO Compliance
  • OSHA Compliance
  • Risk Alerts
  • Sarbanes-Oxley Compliance
  • Version Control

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