Secure Document Management tips and trends, right in your inbox

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.

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.

Case Study: Dewdney&Co - Part II

Case Study: Dewdney&Co - Part I

Case Study: Issler Group

Case Study: We Listen Financial

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...

Case Study: Cove Continuity Advisors

 

Case Study: CSR Wealth

Featured by: New Outlook Wealth

 

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...

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...

Case Study: FSG

 

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....

Hacking Stories From Across the Web

 

FBI Email Server Hacked

So this👇happened, yet #advisors, #planners, group benefits firms continue to use email attachments...

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...

Case Study: Viive Planning

 

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...

Case Study: Alaphia Financial Wellness

 

SideDrawer joins Catalyst Cyber Accelerator, Canada’s Leading National Cybersecurity Accelerator

Toronto, Ontario – (News Release – August 23, 2021) SideDrawer, the API-based document management...

Case Study: TvH Financial

 

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...

Case Study: TvH Financial

 

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...

Case Study: Continuum II Inc

 

Case Study: Continuum II Inc

 

Featured by: Kobalt.io

 

Featured by: Kobalt.io

 

Misdirected Email Remains Your #1 Risk

Of all ways to compromise data inadvertently, sending misdirected emails can turn into a...

Featured by: Financial Cloud Transformation

 

Featured by: Financial Cloud Transformation

 

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...

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: