FINRA Rule 17a-3 & 17a-4 Compliant - Learn More

Bulletproof File Sync and Backup Cloud For CFP® Pros

Does your file sync do this?

Discounts for members of:

Garrett Planning Network

Industry Recognition:

ComConnect File Sync Kitces

Your RIA Firm's private 5 TeraByte
17a-4 Compliant Cloud.

Start Your Cloud For Just $5.

*Each Additional User $15

Access your files Anywhere

Purchase annual and get an extra month FREE

Compliant Protection For Your Client's Data And Company Files 

Encrypted File Sync

Secure Sharing

Continuous Backup

Over 100 RIAs have Trusted ComConnect File Sync to protect their company's data

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Thank you so much for working through this. This is exactly why when someone asks me about what I use for storage, I always recommend ComConnect. I appreciate your help here.

Pam Horack, CFP® Certified Financial Planner
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The secure download is a huge benefit, as you have a record of what and when clients download secure or disclosure material. If an employee deletes a file on accident, I have the ability to restore it at the click of a mouse from the admin account.

Jason Ball CFP®, ChFC®, CLU® Financial Planner
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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 CFP® Certified Financial Planner™
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Hands down way better than OneDrive!

Becky Salsburg, EA, CFP® Accountant and Financial Planner
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Recently, we had a computer crash and setting up a new computer on ComConnect was as easy as logging in and linking the computer!

Jason Ball CFP®, ChFC®, CLU® Financial Planner
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You were absolutely correct. It was ridiculously easy to set up the shared files on the new computer. Thank you.

Robert J Falcon, CFP®, CPA/PFS, MBA Certified Financial Planner
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My biggest benefit has been securely saving and transferring files with clients rather than email or snail mail and Using as a client vault for their documents.

Brent Dickerson, CFP® EA CFP® Professional
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When I first heard about ComConnect's ability to securely store information, I was interested. The ability to securely share files with my clients was a plus.

My favorite feature was the automatic file backup in case of a computer malfunction or ransomware. However, what sold me was the personal service I have received. I'd never get that level of one-on-one with another provider. Thanks, Jake!

Pam Horack, CFP® Certified Financial Planner
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As a small virtual office with clients across the country and internationally, ComConnect makes it quick and easy for clients and advisors to share personal information and to know that it is safe and secure.

Brent Dickerson, CFP® EA CFP® Professional
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The auditor was very happy to see the level of data security and two-stage data deletion. To me ComConnect is a huge part of operating a digital-forward company. Thank Jake!”

Jason Ball CFP®, ChFC®, CLU® Financial Planner

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, Continuous Backup and Sharing platform is more like a comprehensive insurance policy 

With 5 data centers around the world protecting your data!

Seamless and Easy

  • It all "just happens" in the background
  • Continuous And Accessible
  • Sync across all your devices
  • Share securely with clients
  • Backup Of Any File Or Folder

Incredible Value

  • AES 256-Bit Encrypted Data Cloud
  • First user Account included
  • Starts with 5TB Cloud storage
  • Combines Backup, data protection, productivity tools, remote file access and more

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
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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).

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

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

We want YOU To Experience The Platform too!