In today’s world, every financial professional has a different tech stack. If a financial advisor...
Ali Qureshi joins SideDrawer executive team
Introducing our new CEO: J. Gaston Siri
Case Study: Modern Cents
Enhance Your Advisory Practice: A Guide to Seamlessly Integrating SideDrawer
In the competitive landscape of financial advisory, staying ahead requires tools that streamline...
Improve Your Client Experience with Digital Tools
In the wealth management industry, client experience is everything. Relationships are built on...
Strengthening Your Business With Cybersecurity
In today's fast-paced digital world, cybersecurity is a key part of building a successful wealth...
Lawrence E. Davis & UHNW Client Experience
This is feedback from Lawrence Davis, principal and consultant at Lawrence E. Davis, Business &...
SideDrawer attending T3 in Las Vegas during Jan 22 - 25, 2024
TORONTO, ONTARIO, CANADA, January 3, 2024 -SideDrawer, a secure collaboration platform for...
SideDrawer now available on Cloven CRM's marketplace
TORONTO, ONTARIO, CANADA, October 30, 2023 /EINPresswire.com/ -- SideDrawer, a secure collaboration...
SideDrawer Presenting at the Canadian Advisor Tech Expo 2023
SideDrawer will be making a virtual presentation at the Canadian Advisor Tech Expo.
How SideDrawer helps with DSARs
In financial services, safeguarding data privacy and security standards are paramount. Financial...
Afif “A.J.” Jawad joins SideDrawer as Advisor
Afif “A.J.” Jawad joins SideDrawer as Advisor
Feature: Part 2 - Father to Family
This is Part 2 of our conversation with Frank Gasper. You can read Feature: Part 1 - Family Harmony...
Feature: Part 1 - Family Harmony
We talked with Frank Gasper, owner and financial advisor at CSR Wealth Management, with decades of...
Eldon Sprickerhoff Joins as Chair of Advisory Board
Cybersecurity Pioneer and Foremost Subject Matter Expert Eldon Sprickerhoff Joins SideDrawer’s...
Protect Your Clients from Tax Season Scams with these Easy Tips!
Protect Your Clients from Tax Season Scams with these Easy Tips!
How to Enhance Your Client’s Digital Experience
How to Enhance Your Client’s Digital Experience
How ChatGPT can increase cyber risk
We recently sent a note to our network that was 100% generated by AI-platform ChatGPT1. This is a...
SideDrawer Partners with The Gryphin Advantage
SideDrawer Partners with The Gryphin Advantage to Provide Financial Advisors with a Secure...
SideDrawer Presenting on Advocis Coffee Talks
We are excited to chat with Mallory McGrath, B.Mus, CEA on Advocis Coffee Talks on Thursday,...
SideDrawer Presenting at the Canadian Advisor Tech Expo '22
SideDrawer will be making a virtual presentation at the Canadian Advisor Tech Expo.
SideDrawer selected as Exclusive Recommended Partner
Carte Wealth Management Inc selects SideDrawer as Exclusive Recommended Partner
TORONTO, Sept....
SideDrawer discusses Office of the Future with NPC DataGaurd
SideDrawer's Ali Qureshi will be speaking on a panel with NPC DataGaurd's Darren Mar, hosted by...
The power of secure collaboration
In today’s world, every financial professional has a different tech stack. If a financial advisor...
US RIA WealthTech Landscape Report
The first edition of Wealth Mosic's US RIA WealthTech Landscape Report (US RIA WLTR) is now...
Living in the world of the mobile people
We live in a mobile world – the way that people communicate, shop, and consume information and...
SideDrawer Launches Salesforce Integration
Toronto, Ontario – (EINPresswire.com – May 4, 2022) - SideDrawer, a secure document collaboration...
SideDrawer Partners with Ndex Systems
Toronto, Ontario – (EINPresswire.com – May 2, 2022) – SideDrawer Inc, the API-based document...
SideDrawer Partners with NPC DataGuard
Toronto, Ontario – (EINPresswire.com – April 25, 2022) – SideDrawer Inc, the API-based document...
SideDrawer Achieves SOC 2 Type II Certification
Toronto, Ontario – (EINPresswire.com – April 21, 2022) - SideDrawer Inc, the API-based document...
SideDrawer Sponsors WP WealthTech Summit and Cybersecurity Panel Discussion
Toronto, Ontario – (EINPresswire.com – April 18th, 2022) - SideDrawer is pleased to be a Gold...
SideDrawer Selected as an Excellence Awardee for WealthTech Service Provider of the Year
SideDrawer has been selected as an Excellence Awardee in the 8th annual Wealth Professional Awards,...
Total Cost of Ownership (TCO): why a SaaS Approach Pays?
In the SaaS world, the cost of the license is only a fragment of the true cost a wealth...
Why FinTechs should work with each other
Collaboration between FinTechs can make for a better overall proposition for advisors says Ali...
Securing Sensitive Data, Improving the Client Experience
Michael van Lierop, Founder of New Outlook, published a great blog describing how their clients are...
Planworth to Offer SideDrawer to Enhance Secure Advisor and Client Collaboration
Toronto, Ontario – (EINPresswire.com –January 10, 2021) - SideDrawer Inc. and Planworth Inc. are...
SideDrawer Enhances Security Through SOC 2 Type I Certification
Toronto, Ontario – (EINPresswire.com –January 5, 2022) - SideDrawer Inc, the API-based document...
Why Retirement, Pension, and Group Benefits are Major Targets for Cyber Attacks
Retirement plan participants' financial and personally identifiable information (PII) is stored...
How document storage and collaboration tools are integral to holistic financial planning
Holistic financial planning and wellness requires a more diverse range of inputs to get to a...
How to Protect Your Business From Cybersecurity Breaches
Understand that cyberattacks don’t just target big businesses.
When data breaches become known on...
SideDrawer Sponsors CEAN Power Tools PD Day on Dec 6th
Toronto, Ontario – (Web Release – November 26, 2021) SideDrawer™ Inc. is proud to sponsor the...
SideDrawer Sponsors 2021 Ontario Estates Forum
Toronto, Ontario – (Web Release – November 23, 2021) SideDrawer™ Inc. is proud to be a sponsor of...
Managing the Cybersecurity Threat to Wealth Management
We recently participated in an engaging webinar focused around cybersecurity for wealth managers....
FBI Email Server Hacked
SideDrawer and Estateably Pursue Technology Integration
Toronto, Ontario – (News Release – November 15, 2021) SideDrawer, the API-first client-facing...
SideDrawer Partners with Flinks to Improve Advisor and Client Productivity
Toronto, Ontario – (EINPresswire.com – November 11, 2021) SideDrawer Inc. is pleased to partner...
SideDrawer Sponsors Canadian Advisor Technology Expo
Toronto, Ontario – (Web Release – November 9, 2021) SideDrawer™ Inc. is proud to be a Gold sponsor...
Data security is a pressing problem – using a secure platform is the solution
Only a hermit would have failed to notice the increase in identity theft, cyber and data breaches...
SideDrawer added to Advocis DigiCat 2.0
Toronto, Ontario – (LinkedIn – October 14, 2021) Thanks to the Advocis Technology and Innovation...
SideDrawer Welcomes JM Associates Federal Credit Union to Secure, Document Management Platform
Toronto, Ontario – (News Release – October 13, 2021) SideDrawer is pleased to welcome JM Associates...
SideDrawer Welcomes BCV Asset Management Inc. to Secure, Document Management Platform
TORONTO, CANADA, September 27, 2021 /EINPresswire.com/ SideDrawer Inc. ("SideDrawer") is pleased to...
SideDrawer joins Catalyst Cyber Accelerator, Canada’s Leading National Cybersecurity Accelerator
Toronto, Ontario – (News Release – August 23, 2021) SideDrawer, the API-based document management...
Misdirected Email Remains Your #1 Risk
Of all ways to compromise data inadvertently, sending misdirected emails can turn into a...
SideDrawer and 8Twelve Mortgage Announce Unique Technology Referral Process
TORONTO, Aug. 03, 2021 (GLOBE NEWSWIRE) -- SideDrawer and 8Twelve Mortgage announce a uniquely...
SideDrawer and 8Twelve Mortgage Announce Unique Technology Referral Process
TORONTO, Aug. 03, 2021 (GLOBE NEWSWIRE) -- SideDrawer and 8Twelve Mortgage announce a uniquely...
How SideDrawer Helps IIROC Firms Achieve Effective Information Management
The Investment Industry Regulatory Organization of Canada (IIROC) is the main regulator in Canada...
How SideDrawer Helps IIROC Firms Achieve Effective Information Management
The Investment Industry Regulatory Organization of Canada (IIROC) is the main regulator in Canada...
Misdirected Email Remains Your #1 Risk
Of all ways to compromise data inadvertently, sending misdirected emails can turn into a...
How SideDrawer allows you to scale your practice
You may be surprised to to hear that your document management processes may be preventing you from...
How SideDrawer allows you to scale your practice
You may be surprised to to hear that your document management processes may be preventing you from...
What Will The Recipient Do With Your Personal Information?
When a client is emailing a business, it is unknown who will ever be privy to the following...
What Will The Recipient Do With Your Personal Information?
When a client is emailing a business, it is unknown who will ever be privy to the following...
Featured in: The Wall Street Journal
SideDrawer was featured in The Wall Street Journal in an article titled A Digital Vault to Store...
Featured in: The Wall Street Journal
SideDrawer was featured in The Wall Street Journal in an article titled A Digital Vault to Store...
SideDrawer Appoints Mark Notten and Phil Dias to Advisory Board, Enters into Consulting Agreement
Toronto, Ontario - (News Release - April 5, 2021) - (GLOBE NEWSWIRE), SideDrawer, the API-first...
SideDrawer Appoints Mark Notten and Phil Dias to Advisory Board, Enters into Consulting Agreement
Toronto, Ontario - (News Release - April 5, 2021) - (GLOBE NEWSWIRE), SideDrawer, the API-first...
Are Your Practice Processes Gender Inclusive?
When it comes to financial planning as an advisor, it’s vital to be accommodating to all clients....
Are Your Practice Processes Gender Inclusive?
When it comes to financial planning as an advisor, it’s vital to be accommodating to all clients....
SideDrawer Announces Significant Investment From The David Slabodkin Family Trust
Toronto, Ontario - (News Release - March 8, 2021) - (GLOBE NEWSWIRE), SideDrawer, the API-first...
SideDrawer Announces Significant Investment From The David Slabodkin Family Trust
Toronto, Ontario - (News Release - March 8, 2021) - (GLOBE NEWSWIRE), SideDrawer, the API-first...
Reimagine Document Organization
In today’s digital world, sensitive documents are often the target of hackers and cybercriminals....
Reimagine Document Organization
In today’s digital world, sensitive documents are often the target of hackers and cybercriminals....
The Benefits Alliance Group Selects SideDrawer As A Strategic Supplier For Secure Document Collaboration
Toronto, Ontario - (News Release - March 1, 2021) - ("SideDrawer" or "The Company"), SideDrawer is...
The Benefits Alliance Group Selects SideDrawer As A Strategic Supplier For Secure Document Collaboration
Toronto, Ontario - (News Release - March 1, 2021) - ("SideDrawer" or "The Company"), SideDrawer is...
Study Finds Inconsistencies in Regulations that Govern Email Communications
In a recent cyber security report prepared by Kevin Salinas titled “Comparison of Privacy Laws &...
Study Finds Inconsistencies in Regulations that Govern Email Communications
In a recent cyber security report prepared by Kevin Salinas titled “Comparison of Privacy Laws &...
How Identity Theft Can Occur Quite Easily
It’s very easy for someone to steal another’s identity, and the implications can be life-changing....
How Identity Theft Can Occur Quite Easily
It’s very easy for someone to steal another’s identity, and the implications can be life-changing....
If you got hit by a bus, does your family know where everything is?
It’s a bit of a morbid topic, but it’s also a very important one. In the event of your injury or...
Verizon's Data Breach Report Highlights Risk of Email For The Financial Services Sector
A majority of data collection and delivery processes in the banking sector is performed over...
If you got hit by a bus, does your family know where everything is?
It’s a bit of a morbid topic, but it’s also a very important one. In the event of your injury or...
Verizon's Data Breach Report Highlights Risk of Email For The Financial Services Sector
A majority of data collection and delivery processes in the banking sector is performed over...
Document Management and Collaboration is Important for Client Experience
It’s no secret that customer experience is incredibly important. This is even more of a big deal...
Document Management and Collaboration is Important for Client Experience
It’s no secret that customer experience is incredibly important. This is even more of a big deal...
Why Sharing Personal Sensitive Information in an Email Is Not Smart
Email is one of the main tools used for communication and information sharing in modern businesses....
Why Sharing Personal Sensitive Information in an Email Is Not Smart
Email is one of the main tools used for communication and information sharing in modern businesses....
SideDrawer achieves key milestone in licenses deployed
Toronto, Ontario - (News Release - December 14, 2020) - SideDrawer, the organization platform for...
SideDrawer achieves key milestone in licenses deployed
Toronto, Ontario - (News Release - December 14, 2020) - SideDrawer, the organization platform for...
Ali Qureshi joins SideDrawer executive team
Toronto, Ontario - (News Release - December 1, 2020) - SideDrawer, the organization platform for...
Ali Qureshi joins SideDrawer executive team
Toronto, Ontario - (News Release - December 1, 2020) - SideDrawer, the organization platform for...
SideDrawer concludes Seed Round of Financing
Toronto, Ontario - (News Release - November 15, 2020) - SideDrawer, the organization platform for...
SideDrawer concludes Seed Round of Financing
Toronto, Ontario - (News Release - November 15, 2020) - SideDrawer, the organization platform for...
SideDrawer CEO Gaston Siri to speak at the Ontario Estate Forum
Toronto, Ontario - (News Release - October 18, 2020) - SideDrawer, the organization platform for...
SideDrawer CEO Gaston Siri to speak at the Ontario Estate Forum
Toronto, Ontario - (News Release - October 18, 2020) - SideDrawer, the organization platform for...
SideDrawer offers key API integrations with Google Drive, Dropbox, Microsoft OneDrive and Sharepoint
Toronto, Ontario - (News Release - September 30, 2020) - SideDrawer, the organization platform for...
SideDrawer offers key API integrations with Google Drive, Dropbox, Microsoft OneDrive and Sharepoint
Toronto, Ontario - (News Release - September 30, 2020) - SideDrawer, the organization platform for...
SideDrawer is pleased to be recognized as the "obvious choice for advisors and financial planners"
Toronto, Ontario - (News Release - May 12, 2020) - SideDrawer, the first truly mobile friendly...
SideDrawer is pleased to be recognized as the "obvious choice for advisors and financial planners"
Toronto, Ontario - (News Release - May 12, 2020) - SideDrawer, the first truly mobile friendly...
SideDrawer Launches the First Truly Mobile and Secure Life Planning and Organization Platform to Help You Deal with Life's Most Important Documents
New platform will help plan and organize everyone's life, while providing a solid foundation for...
SideDrawer Launches the First Truly Mobile and Secure Life Planning and Organization Platform to Help You Deal with Life's Most Important Documents
New platform will help plan and organize everyone's life, while providing a solid foundation for...
SideDrawer incorporates experienced industry professionals to Advisory group
Toronto, Ontario - (News Release - March 16, 2020) - SideDrawer, the first truly mobile friendly...
SideDrawer incorporates experienced industry professionals to Advisory group
Toronto, Ontario - (News Release - March 16, 2020) - SideDrawer, the first truly mobile friendly...
SideDrawer attracts venture industry and technology veteran Ray Sharma to its Board of Directors
Toronto, Ontario - (News Release - January 20, 2020) - SideDrawer, the first truly mobile friendly...
SideDrawer attracts venture industry and technology veteran Ray Sharma to its Board of Directors
Toronto, Ontario - (News Release - January 20, 2020) - SideDrawer, the first truly mobile friendly...
Marc Milgrom joins SideDrawer as Chief Strategist
Toronto, Ontario - (News Release - January 13, 2020) - SideDrawer, the first truly mobile friendly...
Marc Milgrom joins SideDrawer as Chief Strategist
Toronto, Ontario - (News Release - January 13, 2020) - SideDrawer, the first truly mobile friendly...
Introducing our new CEO: J. Gaston Siri
Toronto, Ontario - (News Release - November 15, 2019) - We're pleased to announce J. Gaston Siri...
Introducing our new CEO: J. Gaston Siri
Toronto, Ontario - (News Release - November 15, 2019) - We're pleased to announce J. Gaston Siri...
How SideDrawer allows you to scale your practice
You may be surprised to to hear that your document management processes may be preventing you from...
SideDrawer Achieves SOC2 Type I Compliance
Toronto, Ontario – (News Release – November 15, 2021) SideDrawer, the API-first client-facing...
SideDrawer partners with the US National Will Registry
Toronto, Ontario – (EINPresswire.com –February 5, 2021) - SideDrawer Inc. will offer the option of...
Hacking Stories (RSS feed)
Here is a listing of all the hacking stories that are occurring regularly:
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