Singular by Patrina
Where Client Relationships Meet Total Compliance
Singular by Patrina is a CRM and compliance platform designed for financial services firms, including RIAs and broker-dealers. It brings client relationship management and regulatory monitoring into a single system, allowing firms to manage client interactions, track deals, and oversee compliance requirements without relying on separate tools.
Key capabilities include Client Management for storing contact details, communication history, deals, and holdings; Pipeline Management with deal tracking, product management, collaboration tools, and analytics; Integrated Communications for managing email, text messaging, and LinkedIn from one interface; and Analytics and Reporting with customizable dashboards for tracking KPIs, sales targets, and revenue in real time. Communication data is stored in the cloud to support remote access.
Singular is intended for small and large RIAs and broker-dealers, as well as financial services professionals and their compliance teams. Firms can register for a live demo to evaluate the platform.
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