The best way for CFP® Pros to PROTECT their Firm's files
Every ComConnect File Sync Organization starts for just $20/month.
- Includes your Data Cloud and initial user
- Each additional user is $15/month
- Unlimited Guest Users
- Branded to your Firm
Double Your Space (500GB) and Advanced Networking for $10/month
"In case anyone is interested, I've been using ComConnect for a few weeks now and really like it. "
I have had one client upload documents already and she said it was very easy to use. I also love the fact that what she downloaded was already on my PC so I didn’t have to login to the site and download it before I could view it. Love that!”
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.
100% MONEY BACK GUARANTEE
This system saves you time and money every week but "Seeing is Believing"
We believe that 30 days isn't adequate to know if it's a fit
We want you to use the system RISK-FREE
For this reason we offer a 90 day money back Guarantee
Used by members of:
And small financial planning firms and RIAs located all over the country