SideDrawer will be making a virtual presentation at the Canadian Advisor Tech Expo.
Toronto, Ontario – (LinkedIn – October 14, 2021) Thanks to the Advocis Technology and Innovation Committee for including SideDrawer™ Inc. in their DigiCat 2.0 release! 🎉
We're glad to see in a short period of time the benefit a better and more secure client facing document collaboration platform can have on an advisor's practice.
What is Advocis' DigiCat? The catalog is curated by Advocis members on the Technology and Innovation Committee and is intended to shortcut the research process by pointing members to best-in-class options across various categories.
Thanks to the Technology and Innovation Committee team: Herman Chan, CFP®, CHS Kelly Gustafson Jean-François Démoré Charlie Conron (LDA) 📈
SideDrawer is an API-based document management platform that improves the client experience around collaboration and organization for businesses of all sizes. Our SaaS product is used by advisors, planners, executors and other professionals to securely collect and share sensitive client data and documents. Our infrastructure agnostic APIs are truly scalable, allowing fintechs and enterprises to save significant development resources on non-core, but critical document management workflows. For more information, please visit https://www.sidedrawer.com or download our mobile apps on the Apple App Store or Google Play Store, or sign-up at https://my.sidedrawer.com