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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
Carte Wealth Management Inc selects SideDrawer as Exclusive Recommended Partner
TORONTO, Sept. 06, 2022 (GLOBE NEWSWIRE) -- SideDrawer, a secure document collaboration platform, is pleased to be selected by Carte Wealth Management Inc. as their Exclusive Recommended Partner for 700+ financial advisors across Canada.

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....

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...