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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.

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...

Reimagine Document Organization

In today’s digital world, sensitive documents are often the target of hackers and cybercriminals....