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Product Description
About this Product
Compliance-native CRM built for financial services firms.
Manage clients, workflows, and regulatory requirements
Integrated tools to simplify compliance and growth
About Patrina Corporation
Singular by Patrina is a compliance-native CRM platform designed specifically for financial services professionals. It combines powerful client relationship management capabilities with integrated compliance tools to help advisors, broker-dealers, and compliance teams manage relationships while meeting regulatory obligations. Singular streamlines workflows with features including communication archiving, supervision, marketing material review, policy management, outside business activity tracking, gift and expense monitoring, political contribution tracking, and reporting. All data is maintained in a SEC 17a-4 compliant environment and stored on secure WORM media. By embedding compliance into everyday workflows, Singular helps firms reduce regulatory risk, improve operational efficiency, and deliver a better client experience—all while providing enterprise-grade CRM and compliance capabilities for less than $25 per user.
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Integration Capabilities
Serving RIAs Since
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0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® is a service of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.