EP Wealth Advisors Scales Compliance with Smarsh

By 2015, EP Wealth Advisors realized it was outpacing its current archive solution. The firm faced high data extraction costs and a clunky user experience that made supervision and reporting more complicated than it needed to be.

With Smarsh, EP Wealth gained a single platform to capture, archive, and monitor all its communications, simplifying compliance and supporting confident, scalable growth.

Read the full customer story to learn how EP Wealth Advisors modernized its compliance approach.