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.

Each Additional User Is $15/Month

  • Combined and Seamless
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    Continuous Backup of any file or folder
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    Sync across all your devices
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    Share securely with clients
  • 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

Double Your Space (500GB) and Advanced Networking for $10/month

This system saves you time and money ever week

but "seeing is believing"

Our 60 day money back Guarantee


We want you to experience the platform RISK-FREE

I was pretty stoked to realize that I can manipulate my MS Office docs (especially my letterhead) online...as my laptop is a Chromebook and therefore I simply couldn't do certain things while away from my desktop until now.

Meg Bartelt , Certified 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

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


Used by members of:

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

financial planning association