Case Study: EP Wealth Advisors achieves unified CRM integration and secure, permissions-based file management with Egnyte

Egnyte and Practifi Power Growing Financial Advice Firms Around the World

EP Wealth Advisors is a fast‑growing wealth management firm now overseeing $5B+ across 9 U.S. offices with 120+ staff. As the firm expanded through M&A, its move to a cloud CRM exposed a critical gap in secure, permissioned document management—staff needed a single, compliant system that would reunify departments, streamline workflows and eliminate the friction of switching between apps.

EP Wealth implemented Practifi as its CRM and integrated Egnyte for file management, leveraging Egnyte’s sub‑folder permission controls and seamless Practifi integration to restore unified access and compliance. The rollout was quick and intuitive, cutting login complexity, enabling mobile client notes, tightening security, and delivering measurable productivity gains across client services, operations and portfolio management.

EP Wealth Advisors

Aaron Solorzano

Director of Information Technology