The Colony Group Unifies Financial and Private Data with Egnyte to Enable Secure and Efficient Collaboration

As one of the largest independent registered investment advisors in the United States, The Colony Group manages enormous amounts and types of financial and other non public personal information. “Our services encompass wealth management, investment management, tax compliance, business management, financial dispute resolution, and
beyond,” explains Evan Cohen, Director, Information Technology.

Using Egnyte, Cohen s team migrated a wealth of sensitive financial and personalinformation from 21 separate offices into one consolidated environment, streamlining collaboration and file access workflows and strengthening trust across its user base. All the while, Egnyte s content management platform offered unparalleled ease of use, making
user adoption a breeze for the whole team.

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