Case Study: EP Wealth Advisors achieves streamlined, compliant file and CRM management with Practifi and Egnyte

EP Wealth Advisors scales to $5 billion AUM with Practifi

EP Wealth Advisors, a fast-growing financial advisory firm, faced operational challenges as it expanded through mergers and acquisitions across nine U.S. offices. They sought to reunify their departments by running all processes through a single CRM and eliminate the inefficiency of multiple, disconnected systems. To address this, they partnered with vendor Practifi for a new CRM solution and also needed to solve their internal file management issues.

The solution integrated Practifi's CRM with Egnyte Connect for document management. This provided seamless integration, permissions-based file access, and robust security. The result was a transformational increase in productivity, with employees saving significant time by accessing client records and files from a single screen within the CRM. Practifi's solution, enhanced by Egnyte, future-proofed the business and provided a unified platform that supported the firm's rapid growth.

EP Wealth Advisors