At Addepar, safeguarding client information is part of the business, and part of every exchange.
Addepar provides an integrated software platform for financial advisors, family offices and wealth managers. Maintaining the confidentiality of client information is critical to the company’s success, and the team exchanges highly confidential documents with customers and third parties every day.
SendSafely hides the complexity of PGP/GPG under a simple user interface. Using it feels natural.
End-to-end encryption that non-technical users adopt without training.
The Addepar team frequently shares highly confidential documents with customers and third parties. Email is convenient, but it is transmitted through numerous systems between sender and recipient — any one of which can intercept and view the message and all attachments. That was an unacceptable security risk.
Existing options for secure file exchange were inconsistent, ranging from encrypted ZIP files that were often stripped by email filters to Secure FTP, which is routinely blocked by corporate firewalls. Addepar needed an easy-to-use solution that let internal and external users share data fast and securely.
Assurance that absolutely no one could view sensitive communications other than the intended recipients, plus a solution that folds into existing processes so adoption is immediate.
The balance of usability and security they could not find elsewhere
Addepar evaluated everything from on-premises PGP/GPG deployments to web-based file exchange products. Many failed their stringent internal security review; the rest demanded up-front key setup only the most technical users could handle.
- Step 01Evaluation
The vast majority of solutions that met Addepar’s security requirements were based on public key encryption, which required significant up-front setup. With SendSafely, Addepar found the balance of usability and security they were after — the complexity of PGP/GPG hidden behind a simple interface.
- Step 02Integration
The ability to integrate with Google Apps Single Sign-On and Gmail was the game-changing feature that put SendSafely ahead of the pack. Users send encrypted files directly from the mail client they already live in, with no upfront setup and no on-site infrastructure to manage.
- Step 03Everyday Use
Today SendSafely is used by everyone at Addepar who deals with sensitive information — from onboarding new clients to exchanging financial data with existing customers. The Personal URL feature gives every user a unique inbound link, heavily used by the customer support team from their email signatures.
One platform, adopted across the firm.
Simplicity
PGP-grade protection without PGP-grade setup. Adoption required no key exchange and no training for clients.
Native Workflow
Single sign-on with Google Apps and encrypted sends directly from Gmail kept users inside existing processes.
Inbound Collection
Personal URLs in email signatures made it effortless for clients to send confidential items securely.
“SendSafely has become Addepar’s recommended method for exchanging sensitive information — for onboarding, for support, for every client file.”
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