Regulatory archive
Store all regulatory submissions, receipts, and confirmations in a structured, searchable archive. Audit-ready.
Secure file storage for your brokerage — inside the platform, not outside it.
Store, organize, and share brokerage documents without Google Drive.
Brokeret Drive is a full-featured file storage system for your admin team — with hierarchical folders, chunked file upload for large files, public share links, and role-based access control. Your files stay on your infrastructure.
Why Drive
A brokerage generates files constantly. Regulatory filings. Signed agreements. Platform audit exports. Marketing materials. KYC policy documents. Staff contracts. Trading data exports.
Most brokerages store these in Google Drive or Dropbox — which means your sensitive operational files live on a third-party consumer cloud service.
Brokeret Drive gives you a purpose-built alternative that lives inside your own Brokeret instance, with the access controls, sharing mechanics, and upload capabilities your team needs.
Built for
Who uses Drive
Marketing asset library
Central storage for brand logos, campaign creatives, presentation templates. Share with external agencies via public link.
Compliance documentation
KYC/AML policies, signed agreements, partner contracts. Role-controlled access by team.
What you get
Features that ship with Drive
Hierarchical folders
Nested folders of unlimited depth, custom colors, full breadcrumb navigation, recursive delete.
Chunked file upload
Files split into chunks during upload. Resistant to connection interruptions. No arbitrary file size limits.
Secure share links
48-character random share token. Public download URL — no Brokeret login required for recipient.
File operations
Download, preview (PDFs/images), rename, delete. Metadata: size, MIME type, timestamps, uploader identity.
Recent files view
Switch between folder browser and Recent Files mode for quick access to active documents.
Role-based access
Compliance read-only on audit folders, Finance full on finance folder, Management full across all.
What you replace
One bundle, multiple tools off your stack
| External tool | Replaced by |
|---|---|
| Google Drive / Dropbox | Drive |
| Email attachments for sharing | Secure share links |
More in this group
Other internal productivity apps
Admin Suite
The internal tools your back-office team needs to run every day.
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Tasks
Brokerage task management that actually connects to your operations.
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Calendar
A shared team calendar that knows your tasks, your meetings, and your deadlines.
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Notebook
Internal notes for your brokerage team — organized, searchable, and always private.
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Vault
Encrypted credential storage built for brokerage operations.
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Meetings
Video meetings built into your brokerage — no Zoom account required.
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Organization
Run your brokerage team with the same rigor you apply to your clients.
Learn more
Ready to try it?
See Drive running on real broker data.
Spin up the demo environment in your browser — no sales call required.