Pure Financial Advisors Scales Planning Efficiency with Egnyte and AI

Pure Financial Advisors, a leading RIA headquartered in San Diego, prides itself on delivering comprehensive, fiduciary-focused planning at scale. But as the firm’s growth accelerated, its centralized planning team faced a daunting challenge: handling thousands of prospects and plans each year without drowning in manual document processing.

To overcome this, Pure turned to Egnyte as the secure foundation for client document management. Leveraging Egnyte’s open partner ecosystem, Pure layered in LEA for its wealth management-specific document AI capabilities. This allowed the firm to automate one of the most time-consuming bottlenecks in the planning process: extracting and standardizing investment data from client statements.

Challenge: Manual Intake Slows Growth

Pure’s planning department works with extraordinary volume—thousands of client statements and tax documents flowing in each year. Before Egnyte, processing this information was a heavily manual task.

For each prospect, staff had to download statements from email, rename and file them into the correct folders, and then rekey holdings into Morningstar or other financial software to generate analysis reports. Even a simple household could take 30 minutes; more complex portfolios stretched to hours.

Susan Brandeis, Chief Financial Planning Officer, recalls how unsustainable this was, “I’ve spent 14 years watching junior advisors move data from emails into files, then into spreadsheets, then into planning software. It consumed so much mental capacity and left little room for real analysis.”

Solution: Egnyte + AI to Automate Workflows

When Pure adopted Egnyte, it created a secure, centralized foundation for document collection and management. Advisors now use Egnyte upload links embedded in their email signatures, providing clients with a consistent and straightforward place to share statements and tax returns. Once uploaded, Egnyte integrates with Salesforce to automatically route documents into the proper case folder and trigger planning workflows.

Building on that foundation, Pure partnered with LEA to transform data extraction. Staff process client statements using the "Send to LEA" feature, which they access as a simple right-click action within the Egnyte web app or desktop app. LEA outputs clean, structured data files ready to upload into investment software. The result: hours of manual rekeying reduced to minutes.

“Because of Egnyte and our AI integration, we’re able to scale in ways unheard of in the industry—3,700 prospects and 1,300 comprehensive financial plans through one department.” – Brandeis said. 

Egnyte’s governance features—such as audit trails, retention policies, and ransomware protection—provide additional assurance that sensitive client data remains secure throughout the process.

As Brandeis explains, “Once we had the content flowing through Egnyte, a whole new world of possibilities opened up that didn’t exist before.”

Benefits: Faster Planning, Greater Scale, Stronger Experience

The combination of Egnyte and LEA has reshaped Pure’s planning operations:

• Time Savings: What once took 30 minutes to several hours per client can now be completed in minutes, freeing staff to focus on analysis rather than data entry.
• Scalability: Pure’s centralized planning team now supports thousands of prospects and 1,300 comprehensive plans annually—volumes that would have been impossible under manual processes.
• Staff Development: Junior team members no longer spend their days rekeying data. Instead, they gain exposure to analysis, strategy, and client-facing work, accelerating their career growth.
• Client Experience: Faster turnaround times and fewer errors mean clients receive financial plans more quickly and with greater accuracy.
• Future-Proofing: Because the workflow is rooted in Egnyte and its partner ecosystem, Pure can change investment software platforms without disrupting its document and data processes.

With Egnyte as its secure foundation and LEA’s AI as its accelerator, Pure Financial Advisors has redefined what’s possible in financial planning. “Getting to the data was the biggest hurdle,” Brandeis said.” Now that we have it, the opportunities to present it in new ways, connect it across systems, and enhance planning are limitless.”

By removing manual bottlenecks and unlocking scale, the firm is delivering faster, more accurate plans while creating more meaningful roles for its people. For Pure, the future of planning is not just more efficient — it’s smarter, more secure, and built to grow.