Case Study: Cadaret, Grant & Co., Inc achieves secure in-house file sharing and FTP replacement with FileCloud

Cadaret, Grant & Co achieve customization and full data control

Cadaret, Grant & Co., Inc., a large privately owned U.S. broker/dealer with over 900 financial advisors and 130 employees, needed a way for users to upload files directly to their own servers without a third‑party intermediary. Their requirements included a self‑hosted replacement for an aging FTP server, a clean and customizable UI, fine‑grained access permissions, and the ability to brand the product with their logo.

They chose Tonido FileCloud (FileCloud) as an on‑premises solution, which stores uploads on Cadaret Grant’s servers while providing browser, desktop and mobile access, sync, and robust admin controls (activity monitoring, remote access revoke, and remote mobile wipe). FileCloud replaced their FTP workflow, improved security and administrative oversight, allowed custom branding, and delivered significant cost savings compared with competing solutions.

Cadaret, Grant & Co., Inc

Jason

Network Administrator