Product infographic carousel
Product infographic images
Product Infographic captions
-
1
External sharing with protected links instead of attachments
-
2
Sharing safeguards, including view-only, file-level passwords, and link expiry
-
3
Detailed audit reporting on user activity and centralized link management dashboards
-
1
Automate document review, approval, and eSignature workflows
-
2
Built-in co-editing for O365 and Google Workspaces to speed cross-team actions
-
3
Seamlessly integrated with your CRM and over 100 apps your business relies on
-
1
Save time searching - ask a question in natural language and get an answer immediately
-
2
Secure and confidential - no data stored outside your private environment, ever
-
3
Egnyte's granular permission model ensures a user's AI assistant never has access to more data than that user does
Product Description
About this Product
Trusted document experience for Financial Services. Egnyte for Financial Services is an all-in-one solution designed to deliver modern client-centric workflow experiences, maximize employee productivity, and simplify compliance actions, all while enabling robust data security and real-time visibility to help your team move faster.
- Worry-free collection, collaboration, and sharing with clients and across teams.
- AI-powered document chat, co-editing, and workflow to superpower team productivity.
- 100+ seamless integrations with the apps and systems you already use.
About Egnyte, Inc.
Egnyte is the secure multi-cloud platform for content security and governance that enables organizations to better protect and collaborate on their most valuable content. Established in 2008, Egnyte has democratized cloud content security for more than 22,000+ organizations, helping customers improve data security, maintain compliance, prevent and detect ransomware threats, and boost employee productivity on any app, any cloud, anywhere. For more information, visit www.egnyte.com.
Other Products from Egnyte, Inc.
Product Details
Contact Us
Phone
More info about us
Category
Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.