Sensery Partners with Box to Power Collaboration in the Wealth Management Industry

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Partnership Secures and Streamlines Content Management in the Sensery Client Collaboration Platform

Sensery today announced a groundbreaking new integration with Box. The integration will empower the content management and secure vault capabilities that are a core component of the Sensery Client Collaboration Platform. Wealth managers, clients and their family members and trusted service providers can now easily and securely transmit and archive virtually any document related to the execution of a wealth strategy.

The integration seamlessly connects Box services with the Sensery Client Collaboration Platform. Users get the features and reliability that come with a Box account combined with data management and planning capabilities from Sensery. When a wealth manager connects with clients through Sensery’s secure network, Box enables files to be easily shared and managed.

“At Box, we’re focused on powering a thriving ecosystem of developers to build products that transform the enterprise,” said Chris Yeh, senior vice president of Product and Platform at Box. “We’re thrilled to welcome new partners to the Box ecosystem and introduce new tools that make it incredibly easy to integrate on the Box platform and extend the value of our service to companies around the world."

“We decided to work with Box for a lot of reasons—the robustness of their platform, the ease of the integration and the company’s widespread adoption in the business community,” said Steve Alexander, CEO of Sensery. “It’s absolutely vital that we deliver the most secure, most reliable capabilities available to wealth managers and Box helps us make that happen."

Sensery will be introducing additional document management capabilities that leverage the Box services later in 2015.

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