Secure financial services document management

Shield data from breaches
Manage risk and compliance
Safely share sensitive information
Collaborate in real time

From storing reports to updating client strategies, Proton Drive helps financial professionals streamline secure collaboration and compliance.

Protect sensitive financial data

Proton Drive’s end-to-end encryption safeguards sensitive financial data from breaches and unauthorized access, ensuring that your information remains confidential and secure.

Manage risk and compliance

Stay ahead of regulatory requirements with tools that allow you to track, audit, and manage access to files and folders, simplifying adherence to the latest regulations and best practices.

Access files from anywhere

With cloud-based access, you can retrieve essential financial documents anytime, anywhere — empowering you to work efficiently and stay connected with clients and colleagues.

Streamline secure collaboration

Simplify tax season and send and collect files from clients with email invitations or secure links. Real-time updates ensure everyone is always working with the most up-to-date information.

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Collaborate with anyone, always private

Work together with clients and colleagues on sensitive financial files in real time.

Simplify financial reporting

Let multiple team members collaborate on financial reports, client presentations, and documents at the same time while ensuring everyone always sees the most up-to-date version.

Upload files of any size or format

Upload tax filings and audit reports, investor presentations, and valuation models. Proton Drive handles large files and all industry-standard formats with ease.

Collect files from partners, clients, and third parties

Allow clients or external stakeholders to securely upload their own documents or collaborate on files within shared folders, even without requiring a Proton Account.

Manage who can view, edit, or share files

Use role-based permissions to assign specific access levels to team members — whether they’re junior analysts, senior partners, or compliance officers.

Stay productive, even offline

Sync financial documents and client records with the Proton Drive desktop apps to work without an internet connection and sync updates once you’re back online.

Protect and restore important files

Ensure financial records and client data are never lost by easily restoring overwritten, deleted, or corrupted files, even up to 10 years old, with a single click.

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Get started, no IT team necessary

Start using Proton Drive in minutes, with a straightforward setup supported by an intuitive dashboard. You don’t need any technical expertise to set up your cloud storage.

Access a privacy-first suite

Proton Drive is part of a secure, privacy-first suite of tools designed to protect your firm with end-to-end encrypted email, calendar, VPN, and password management.

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Protect financial information with Proton Drive

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Frequently asked questions

Why should financial service organizations use cloud storage?: Cloud storage enables financial service organizations to securely store, manage, and share sensitive financial data with ease. With an end-to-end encrypted cloud storage solution like Proton Drive, organizations can reduce the need for physical storage solutions, like hard drives, while providing secure access to critical documents from any location — all while enhancing security and simplifying compliance with data privacy regulations.
How does Proton Drive protect financial data?: Proton Drive protects financial data with end-to-end encryption, which means data is encrypted on your device before it is uploaded, and can only be decrypted by those you authorize. This ensures sensitive financial information is kept private, even from Proton. Proton Drive also lets you enforce strict access controls with role-based permissions to ensure only authorized individuals can view, edit, or share files.
How does Proton Drive help to manage risk and compliance in financial services: Proton Drive helps financial organizations manage risk and compliance by providing tools that ensure adherence to industry standards, such as GDPR, and other regulatory frameworks. It allows businesses to securely store, manage, and share sensitive client data, track document access, and implement audit trails. Proton Drive’s role-based access controls ensure only authorized personnel have access to specific financial data, reducing the risk of breaches.
How does Proton Drive support financial services document management?: Proton Drive supports financial services document management by providing a secure, centralized platform for storing, organizing, and sharing files. Financial teams can create custom folders and subfolders for portfolios, reports, contracts, and other financial documents, making it easy to access critical data. Docs in Proton Drive also supports real-time collaboration, so team members can comment and edit documents simultaneously from anywhere.