At CFG, we use Microsoft SharePoint as our secure, cloud-based platform for storing, organizing, and managing client files. SharePoint provides a centralized, enterprise-grade document management system that ensures data security, access control, version tracking, and compliance with industry regulations.

Why SharePoint?

SharePoint is a highly secure platform backed by Microsoft’s enterprise cloud infrastructure. It enables CFG to:

• Store and manage all client-related files in a centralized, encrypted environment.
  
• Apply role-based access permissions to ensure only authorized team members can view or edit documents.
  
• Track file versions, audit access history, and maintain regulatory compliance for document retention.
  
• Support collaboration across internal teams and with advisors—safely and efficiently.

Advisor Access with Couchdrop

To simplify secure access for our advisor partners, CFG integrates Couchdrop as an overlay to SharePoint. Couchdrop acts as a secure gateway, allowing advisors to:

• Access their dedicated client folders in real-time without needing direct access to SharePoint or Microsoft 365.
  
• Upload or download documents securely, using a web-based interface or SFTP connection.
  
• Receive secure file upload links that can be sent to clients for document submission—no login required on the client side.

This setup ensures that advisors remain compliant and efficient, while clients experience a seamless and secure method to share sensitive financial documents.

Key Benefits

• Data Security: End-to-end encryption and permission-based controls at both the SharePoint and Couchdrop levels.
  
• User Simplicity: Advisors and clients interact with a straightforward, browser-based interface—no technical setup required.
  
• Compliance Ready: All documents are stored within CFG’s compliant SharePoint environment, ensuring alignment with industry data protection standards.
  
• Audit Trails: Document uploads, downloads, and edits are fully tracked.