Buyer Fit
Target firm types
- Wealth Management Firms
- RIAs
- Broker-dealers
Target firm size
- Mid-Size
- Small
Product Description
Product Positioning
Compliant archiving solution capturing email, social media, and other records for financial firms.
Description
Patrina provides compliant archiving for email, website, mobile, social media, and cloud data capture, helping financial firms meet SEC and FINRA recordkeeping and supervision requirements across data types.
Integrations
Patrina has 2 integrations in our directory
Search below to find what you're looking for
- LaserApp Level 1
- RightCapital Level 3
Use the search above to find specific integrations
No integrations match your search.
APIs and Security
Security checks
None
Public APIs
No
