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Blogs
The power of secure collaboration

In today’s world, every financial professional has a different tech stack. If a financial advisor...

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Case Studies
Case Study: CSR Wealth
Read how Frank Gasper of CSR Wealth leverages SideDrawer in his practice
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NEWS
SideDrawer presenting at the Canadian Advisor Tech Expo on Nov 14-17
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Lawrence E. Davis & UHNW Client Experience

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Afif “A.J.” Jawad joins SideDrawer as Advisor

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SideDrawer Welcomes BCV Asset Management Inc. to Secure, Document Management Platform

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Collaboration

How SideDrawer helps with DSARs

In financial services, safeguarding data privacy and security standards are paramount. Financial...

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Collaboration

How to Enhance Your Client’s Digital Experience

How to Enhance Your Client’s Digital Experience

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Collaboration

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...

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Blogs Collaboration

Are Your Practice Processes Gender Inclusive?

When it comes to financial planning as an advisor, it’s vital to be accommodating to all clients....

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Collaboration

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...

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