Case Study: Altfest Personal Wealth Management achieves secure, instant team collaboration with Brosix

Altfest Personal Wealth Management - Customer Case Study

Altfest Personal Wealth Management, a veteran personal wealth management firm, needed a secure way for its team to collaborate while handling sensitive client information. To replace slow, email-based workflows they selected Brosix as their communication solution to provide a private and secure team network.

Brosix implemented its private team network offering instant chat and screen sharing, enabling Altfest to get instant feedback, coordinate tasks without email, and conduct secure screen-based collaboration. The result was faster internal coordination, reduced reliance on email and improved responsiveness to clients—benefits Altfest credits directly to Brosix.

Altfest Personal Wealth Management

Daniel Schoenberg

Altfest Personal Wealth Management