Case Study: EP Wealth Advisors strengthens secure file sharing and compliance with Egnyte

EP Wealth Advisors strengthens secure file sharing with Egnyte and one central dashboard

EP Wealth Advisors, a wealth advisory firm, faced challenges securing and sharing sensitive client data across its remote advisor network during a period of rapid expansion. They lacked a centralized system to manage data and needed a solution that complied with financial sector regulations and integrated with their new Practifi CRM. The company evaluated several cloud file solutions, including M365, based on ease of deployment, granular permissions, and CRM integration.

Egnyte was selected as the solution for its secure file sharing, granular access controls, and native integration with Practifi. The implementation provided EP Wealth with firm-wide IT control over data, secure external file sharing for clients, and automated features to fulfill compliance requirements like SEC and GLBA. The Egnyte platform was noted for its ease of deployment and administration, significantly improving productivity for client advisors and operational staff.

EP Wealth Advisors