Egnyte Content Cloud for Wealth Management

Secure document workflows, get AI-driven insights, and utilize compliance-ready tools for faster, smarter client outcomes.

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Secure Content Cloud for Wealth Management Firms | Egnyte

Seamless Content Collaboration, Fast AI Data-Driven Insights, and Simplified Compliance

RIAs, broker-dealers, and family offices require cutting-edge document management tools to streamline workflows, uncover critical insights, and safeguard sensitive content.

Streamline Document Collaboration

Improve workflows and client experiences by optimizing and securing document collection and sharing.

Simplify Financial Data Management

Quickly access key information from lengthy, unstructured documents to make informed decisions while maintaining compliance.

Improve Financial Data Security and Compliance

Stay ahead of evolving regulations and cybersecurity threats with proactive measures and advanced protection.

Streamline and Secure Wealth Management Workflows

Wealth Management Document Collaboration Across Complex Workflows | Egnyte

Collaborate Efficiently Across Complex Workflows

  • Simplify and secure document collection and sharing with Document Portal
  • Streamline client onboarding with Practifi, Salesforce, and Orion integrations
  • Maintain current workflows with letter drive, web, and mobile access
Gain Deeper AI-Powered Insights from Wealth Management Documents | Egnyte

Gain Deeper AI-Powered Insights

  • Quickly surface critical data points and summaries via conversational prompts
  • Automate classification and tagging for audits and faster discovery
  • Protect sensitive data with native AI that respects user permissions and governance policies
Stay Compliant and Reduce Risk for Wealth Management Documents | Egnyte

Stay Compliant and Reduce Risk

  • Maintain compliance with SEC and FINRA regulations with policy-driven lifecycle management
  • Reduce vulnerabilities and easily demonstrate compliance with cross-repository granular access controls and detailed audit trails
  • Protect sensitive content from sophisticated threats with ransomware detection and recovery

Over 2,200 Financial Services Firms Trust Egnyte

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