This is Part I of a two-part series in which Christopher Dewdney, the founder and principal of Dewdney&Co, discusses how SideDrawer has become a critical platform to mitigate their risks, and contribute to the efficiency of their practice.
Please click here for the full Case Study.
Part II of this series is an interview with Tucker Mooney, Dewdney&Co's Advisor Support Associate and technology administrator. Click here to read Part II.