Bulletproof File Sync and Backup Cloud For CFP® Pros
Your Firm could have a private 5 TeraByte
Start Your cloud For Just $1.
Access your files Anywhere
Purchase annual and get a month FREE
Better Protection For Your Client's Data And Company Files Over 50 RIAs Trust ComConnect
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!
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.
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!”
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.
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!
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.
Fyi, ComConnect ROCKS today... I'm in the office wading through a ton of past due bills, [incorrect] passwords and just stuff that needs to be cleaned up...
Can't really find anything in my office or computer... but if I go to ComConnect and do a search it... has found what I needed three out of four times.
I recently had a scare that my new computer had completely died. Everything important for my business is saved to ComConnect. Despite the stress of dealing with the computer itself, this was a significantly better experience than I’ve ever had before!
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
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
This system saves you time and money every week.
We use it and see it Ourselves.
We Want You To Experience The Platform RISK-FREE
But "Seeing Is Believing"
Combined Backup, Share and File Sync across all your devices.
- 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).
- 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.