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FINRA Rule 17a-3 & 17a-4 Compliant - Learn More
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Bulletproof File Sync and Backup Cloud For CFP® Pros
Start for $5. Then $25/month
Does your file sync do this?
Discounts for members of:
Industry Recognition:
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
Over 100 RIAs have Trusted ComConnect File Sync to protect their company's data
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.
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!
I love ComConnect. I use it to house clients' files and to act as a storage vault. I love to find new and more efficient ways to utilize it!
Recently, we had a computer crash and setting up a new computer on ComConnect was as easy as logging in and linking the computer!
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.
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.
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 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!”
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.
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.
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!
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
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
