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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
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...

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 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,...

Why FinTechs should work with each other

Collaboration between FinTechs can make for a better overall proposition for advisors says Ali...

Securing Sensitive Data, Improving the Client Experience

Michael van Lierop, Founder of New Outlook, published a great blog describing how their clients are...

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...

Managing the Cybersecurity Threat to Wealth Management

We recently participated in an engaging webinar focused around cybersecurity for wealth managers....

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...

Misdirected Email Remains Your #1 Risk

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

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 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...

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....

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....

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....

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...

Why Sharing Personal Sensitive Information in an Email Is Not Smart

Email is one of the main tools used for communication and information sharing in modern businesses....

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...

Hacking Stories (RSS feed)

Here is a listing of all the hacking stories that are occurring regularly: