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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, in partnership with Wealth Professional Canada (WP) magazine. 

We are proud to be part of this list as it stands as an impartial endorsement, exposure within the marketplace, recognition for our team, and puts us one step closer to winning the top prize.

This award is designed to recognize the contributions of an organization with a proven track record of providing the financial planning and wealth management industry with exceptional services and tools to better serve their clients.

In our case, our products provide a platform through which individuals and businesses can share information securely; and provide enterprises and fintechs with the tools they need to be as efficient and secure as possible.We focus on cybersecurity so our customers can have meaningful engagement with their clients, create great products and grow their business. 

SideDrawer has unique workflows that reduce admin time by up to 50%. Our cutting edge platform is multi-directional, and does not require much effort to maintain security protocols, password protection, or have an administration burden.

The collaborative tools allow clients, their family members, and their other professionals to all see documentation in a secure way and our guided organizational structure and workflows provide scalability not possible through any other document management platform.

We are appreciative of being named to this prestigious list. Our team is looking forward to continuing to grow our platform and list of partners, and striving to build the most secure and collaborative platform in the industry.

To learn more about SideDrawer and how our products work to help professionals better manage and secure their client data, please check out our case studies here.

To speak with one of our product experts about how we can help your business, schedule an introductory call here.