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Bulletproof Security For CFP® Pros To Protect 
Their Client's And Firm's Files

Every ComConnect File Sync Organization Starts For Just $1

Then $20/Month.

Try it for $1

Over 50 RIAs trust ComConnect to protect their Client's private data and company files 

Cornerstone Features​

Word, Excel And PowerPoint Editing From Work, Home and the web

Users can have as many computers as they want

Once A File Is Synced, It Is Also Backed Up

Admins have incredible control and data security

5x Types Of Backup And Data Protection

WORM compliant, Ransomware proof

Secure File Sharing For Any Folder Or File

Granular permissions for everything

The ComConnect File Sync, Continous Backup and Sharing platform is more like a comprehensive insurance policy while Drive and Dropbox are more like peril specific policies.
  • Seamless and Easy
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    It all "just happens" in the background
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    Continuous And Accessible
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    Sync across all your devices
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    Share securely with clients
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    Backup Of Any File Or Folder
  • Incredible value 
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    AES 256-Bit Encrypted Data Cloud
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    First user Account included
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    Combines Backup, data protection, productivity tools, remote file access and more
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    Starts with 250 GB cloud storage
  • Unlimited Guest Users for your clients
  • Unlimited Devices (Mac, PC, iPhone, Android)
  • Highly Configurable security policies
  • Branded to your firm
  • Web-Edit and Collaborate With Team Mates on documents 

Each Additional User Is $15/Month

Mentioned by:

Used by members of:

And small financial planning firms and RIAs located all over the country

financial planning association

This system saves you time and money ever week.  We use it and see it Ourselves.

​60 Day Money Back Guarantee

We Want You To Experience The Platform RISK-FREE

But "Seeing Is Believing"

I have thoroughly enjoyed using ComConnect. Keeping my client's financial information secure is a high priority. My clients and I feel very confident sharing information through ComConnect.
It's a plus that it's very easy to use!

Rianka Dorsainvil, CFP® , Financial Planner

ComConnect is a well thought out system from front to back. The user experience is clean and intuitive, the functionality is more robust than any other document management software I've seen, and the security features demonstrate that you're putting top-quality tools to work for both your clients' security and your business' compliance policies.

David Bowman CFP® , Oursourcing Financial Planner

Hands down way better than OneDrive!

Becky Salsburg, EA, CFP® , Accountant and Financial Planner
FINRA Compliant
Data Centers located world wide
dangers of dropbox
 Click to View the Interactive Training Guide

Combined Backup, Share and File Sync across all your devices.

Core Features 

  • ComConnect Syncs across all your computers, phones and tablets.
  • ComConnect Shares files between coworkers and other users.
  • ComConnect is a continuous backup SaaS. Once a file is synced it is backed up.
  • Online collaborative editors so your team can work on files simultaneously
  • Fleet of independent data centers around the world
  • Files redundantly backed up as soon as they are synced
  • Restore technologies for any data crisis (e.g. ransomware, accidental file deletion)

Some Benefits

  • A single master document for every file accessible from any computer, phone or web browser
  • Backed up with restorable versions
  • Access your files whether your at the office or on the go
  • Maintain FINRA, SEC or HIPAA Compliance with ease with preview-able and restorable WORM revision technology
  • Ransomware and file deletion protection
  • Never lose your work
  • Retain all your data through staff changes
  • Runs seamlessly and continuously in the background.

Add The Power Of your own data Cloud To Your Hard Drive 
A Suite Of Integrated Cloud Based Tools

 Click Here to view the video guide and learn more.
Get Started for $1
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