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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 Partners with The Gryphin Advantage
Toronto, Ontario – ( – November 16, 2022) – SideDrawer Inc., a client-focused, secure, collaborative digital vault with workflows designed to reduce document management admin, is pleased to partner with Gryphin Advantage as their Recommended Partner for 1,500+ financial advisors across Canada.

How SideDrawer helps with DSARs

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

How to Enhance Your Client’s Digital Experience

How to Enhance Your Client’s Digital Experience

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...