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Sync for financial advisors

Document collaboration for financial advisors

Set your business apart with professional file sharing and cloud storage that keeps your client data safe.

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Document collaboration for financial advisors

The world's top financial advisors are in Sync

"Sync makes document intake so easy our clients actually enjoy sending us their files. Happy clients for the win."
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Everything your financial firm needs to succeed

Access from anywhere

Access your files from anywhere

Access your files instantly from all your computers, mobile devices and the web. Work from home, on location or remotely from virtually anywhere.

Secure collaboration

Send and recieve files professionally

Share your documents through a custom-branded client file portal with your company logo on full display. Build client trust and set your business apart.

Secure collaboration

Share and collaborate securely with anyone

Create centralized folders that your internal team members and external collaborators can easily access. Manage permissions to keep confidential client data protected at all times.

Keep your confidential financial data safe from threats

Keep your confidential client data safe from threats

Are your workflows keeping your clients safe?

You may think that your important and confidential client files and documents are safe, but the tools you rely on may not be so secure. You could be putting your clients at risk.

Email attachments are easily lost and not encrypted, meaning they can be read by you, your clients, and just about anyone else. Local file backups on external drives are a great solution until your backup drive fails. Furthermore, not all cloud storage providers are created equal as most are not up to the task of keeping your confidential documents 100% secure.

So how do you keep your client data safe and protected? Sync provides secure, encrypted cloud storage and file sharing that keeps your client files fully backed up and protected from threats. And with Sync, you can ensure that your business is compliant with the most widely accepted security and privacy regulations worldwide. Your clients need to know that their data is safe in your hands.

Never lose a file again. Happy clients for life!

Your very own custom branded client file portal

Sync's secure client file portal makes connecting with clients, customers, and external stakeholders easy, safe, productive, and professional. Leave a lasting impression that builds client trust.

Client file portal for financial advisors

Choose your Sync

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For individuals

Solo Basic
$8 CAD
per month
Top features:
2 TB secure storage
Advanced sharing
 
 

Buy now
For individuals

Solo Professional
$20 CAD
per month
Top features:
6 TB secure storage
Custom branding
Advanced sharing
 

Buy now
For teams

Teams Standard
$5 CAD
per user, per month
Top features:
1 TB secure storage
Advanced sharing
Admin account
 

Buy now
For teams

Teams Unlimited
$15 CAD
per user, per month
Top features:
Unlimited storage
Custom branding
Advanced sharing
Admin account

Buy now

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