We are excited to chat with Mallory McGrath, B.Mus, CEA on Advocis Coffee Talks on Thursday,...
Toronto, Ontario – (Web Release – November 23, 2021) SideDrawer™ Inc. is proud to be a sponsor of the 2021 Ontario Estates Forum, being held on Thursday November 25th at Thursday December 2nd from 12-2pm ET.
The purpose of the Ontario Estates Forum is to shine a light on the key contexts, drivers, challenges, and opportunities for professional advisors in the province's estate planning ecosystem.
The panels will review the latest when it comes to trends around digitization of estate planning and best practices for navigating the estate transfer process.
The forum will also highlight the increasing importance of innovation in the estates sector. Specifically, how professionals focused on estates in their practices are gaining an edge through new ways of collaborating, leveraging technology and offering enhanced value propositions to their clients.
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