"In case anyone is interested, I've been using ComConnect for a few weeks now and really like it. " - Raquel Hinman, CFP®
“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!”
- Rianka Dorsainvil, CFP®
"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!" - Natalie Wagner-Willis CFRC℠
"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®
“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!”
- Shanda Sullivan, CFP®
Contact Information
Fields marked with * are mandatory
Compliant and Secure
Secure Backup, Sharing and Syncing
Remote wipe | file and mass rollback
AES-256 bit in-transit & at-rest
Testimonials
"In case anyone is interested, I've been using ComConnect for a few weeks now and really like it. " - Raquel Hinman, CFP®
“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!”
- Rianka Dorsainvil, CFP®
"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!" - Natalie Wagner-Willis CFRC℠
"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®
“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!”
- Shanda Sullivan, CFP®
90 Day Money Back Guarantee
If you're not completely satisfied, get your money back within 90 days.
4FP Agency Protects Your Privacy
We will not share or trade online information that you provide us.