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The power of secure collaboration

In today’s world, every financial professional has a different tech stack. If a financial advisor...

Case Study: CSR Wealth
Read how Frank Gasper of CSR Wealth leverages SideDrawer in his practice
Carte Wealth Management Inc selects SideDrawer as Exclusive Recommended Partner
TORONTO, Sept. 06, 2022 (GLOBE NEWSWIRE) -- SideDrawer, a secure document collaboration platform, is pleased to be selected by Carte Wealth Management Inc. as their Exclusive Recommended Partner for 700+ financial advisors across Canada.

Securing Sensitive Data, Improving the Client Experience

Michael van Lierop, Founder of New Outlook, published a great blog describing how their clients are...