Secure document workflows, get AI-driven insights, and utilize compliance-ready tools for faster, smarter client outcomes.
RIAs, broker-dealers, and family offices require cutting-edge document management tools to streamline workflows, uncover critical insights, and safeguard sensitive content.
Improve workflows and client experiences by optimizing and securing document collection and sharing.
Quickly access key information from lengthy, unstructured documents to make informed decisions while maintaining compliance.
Stay ahead of evolving regulations and cybersecurity threats with proactive measures and advanced protection.
One of the major challenges with the current system was the waterfall effect. The parent folder permissions were inherited by the subfolders. There was no way to break that inheritance – that was a huge challenge for us, as we have unique permissions based on the advisors and the teams below them.”
With Egnyte, all it took was one quick audit to see what files have been shared, when, and by whom. And it was easy to grant and revoke file access as needed.”
One of the major challenges with the current system was the waterfall effect. The parent folder permissions were inherited by the subfolders. There was no way to break that inheritance – that was a huge challenge for us, as we have unique permissions based on the advisors and the teams below them.”
With Egnyte, all it took was one quick audit to see what files have been shared, when, and by whom. And it was easy to grant and revoke file access as needed.”
One of the major challenges with the current system was the waterfall effect. The parent folder permissions were inherited by the subfolders. There was no way to break that inheritance – that was a huge challenge for us, as we have unique permissions based on the advisors and the teams below them.”