Bedell Trust Selects SeeUnity to Help with Content Synchronization

Denver, Colorado – August 17, 2016: SeeUnity and Phoenix Business Solutions are pleased to announce that Bedell Trust, an award-winning independent trust company that serves clients around the globe, has selected the SeeUnity solution to help maintain common content across its document management systems. Phoenix Business Solutions, the implementation partner, will be implementing these solutions with Bedell Trust.

Historically, Bedell Trust has been using Filesite (iManage) to store and manage all client related documents but has recently began using Microsoft SharePoint (SharePoint) to establish client portals and share content, such as reports, directly with clients. While both solutions are very good at tackling their separate challenges, when used separately for these different purposes, careful management of content is required.  Bedell Trust wanted a solution that would make content maintenance more efficient whilst also reducing risk to allow it to grow its already successful solution.

“We were pleased to find SeeUnity’s solution for content synchronization to help us address the challenges involved with using SharePoint and Filesite separately,” says Stephen Chiang, CIO of Bedell Trust

Specifically, SeeUnity will help streamline Bedell Trust processes by using Echo Content Synchronization to replicate content between SharePoint and Worksite, providing full version control and maintaining a single version of the truth. Phoenix Business Solutions implemented the solution into the Bedell Trust environment, the official go-live implementation is expected within the next 2-3 months. For more information, you can visit or contact

About SeeUnity

SeeUnity’s mission is to help businesses make their enterprise content less complicated. Integration of ECM systems has been the main focus of SeeUnity since its inception. At the time, SeeUnity’s founders believed this was the largest problem plaguing the industry, and that has held true throughout the years. Today SeeUnity supports over 10 connectors, including: Alfresco, Microsoft SharePoint, OpenText eDOCS, OpenText Content Server, iManage Work, IBM FileNet, and EMC Documentum.

About Phoenix

Phoenix is a leading provider of software and consultancy to professional service firms. Our more than 250 clients include half of the Global Top 20 law firms, corporate legal departments of some of the world’s largest businesses, and major retail Banks and financial institutions.

Posted on: August 17, 2016