A secure vault that improves the client document management experience and results in advisor productivity.
Joined March 2020
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Have you had the chance to read our new case study? We sat down with the founder and owner of Modern Cents, Andrea Thompson, to learn about how her Financial Planning business has benefitted from SideDrawer.
Read the case study here: hubs.la/Q01THqgj0
A great video explaining what #cybersecurity is and why it’s so important. Give it a listen!
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New case study alert! We sat down with the founder and owner of Modern Cents, Andrea Thompson, to learn about how her Financial Planning business has benefitted from SideDrawer.
Get the full case study here: hubs.la/Q01THzlX0
Happy #WorldPasswordDay. Are you staying safe and secure?
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Investing in cybersecurity solutions and implementing best practices can help ensure the safety of your data and systems.
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SideDrawer offers a solution to our clients' document management problems by providing an easy-to-use online platform for both the client and the firm.
Read how our clients leverage SideDrawer in their practice today: hubs.la/Q01MqzNx0
As technology advances, the importance of cybersecurity for businesses increases. Without proper cyber security measures, companies are left vulnerable to data breaches, malware attacks, and more.
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We are excited to share that SideDrawer has been selected as WealthTech Service Provider of the Year in partnership with Wealth Professional Canada. #WPAwardsCA
We know how important handling sensitive information and documentation for your clients is. Ensuring you have the right systems in place is key for Mallory McGrath at @ViivePlanning Check out how she leverages SideDrawer in her practice.
Did you know SideDrawer can reduce your admin time by 60%? Take back control of your time so you can have more meaningful client engagements and grow your business.
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#Productivity #DocumentManagementPlatform
Protect Your Clients from #TaxSeason Scams with these Easy Tips! Check out our latest blog: hubs.la/Q01G-qVP0
Stay productive on-the-go with our app! The SideDrawer app allows full flexibility of use and extends your branding with an elegantly designed and seamless mobile experience. #MobileApp #productivity #branding
Learn more: hubs.la/Q01CTjcL0
#CyberSecurity is a critically important part of a #FinancialPlanner's job. With the ever-increasing number of cyber threats and hackers, it is essential to take the proper steps to protect the sensitive information of your clients.
A financial advisor's role is to provide their clients with a positive digital experience. Check out our latest blog here: hubs.la/Q01CTgwj0
#TaxSeason was a real eye opener for CSR Wealth on the impact SideDrawer can have on the efficiency of their practice. Learn more: hubs.la/Q01CTbd20 #Efficiency #CientExperience
#Tips to stay organized this 2022 tax season.
✔️Keep track of all your income sources
✔️Gather all your tax documents in one place
✔️Set reminders to keep up with deadlines.
#TaxSeason #Organization #Taxes #Finance
It's amazing to think that 25 years ago, the common way to store, access and share data securely was through hard drive space and USB keys. Today, secure cloud-based solutions like SideDrawer are solving these modern-day issues. #CyberSecurityExperts
#CyberSecurity is important for your business because it helps protect your data, systems, and networks from malicious activities. #CyberCriminals can use malicious software, or malware, to steal confidential information, disrupt operations, or even hold your data ransom.
Create and store your #passwords and other personal information in a secure and encrypted #digitalvault with SideDrawer. This provides you with superior protection from cyber criminals, because your information is not easily accessible.
