Clearstead Advisors is a Cleveland-based RIA that doubled its staff, tripled its AUM, and opened multiple new offices in just five years — and nearly let data sprawl and fragmented IT undermine it all. See how they consolidated across offices, satisfied SEC scrutiny, and finally got users off SharePoint  for good.

What you’ll take away:

• Why growth and data sprawl go hand in hand — and how to break the cycle. Multiple offices, multiple systems, and no visibility into where client data lives is a compliance incident waiting to happen.
• What it takes to actually get users off a broken platform. SharePoint failed Clearstead. Learn what made Egnyte the solution users embraced instead of worked around.
• How to build a governance foundation that scales with your firm. From GLBA to state privacy laws to SEC cybersecurity rules, see how built-in governance keeps compliance current without extra overhead.