3080 Yonge St, Suite 6060, Toronto, ON M4N 3N1, Canada
Today's growing cyber risks require more protected collaboration solutions for financial services
SideDrawer's Story in 100 Words
During a turbulent flight, a dad’s heart raced with a startling thought: if the plane crashed, his family would be lost in a maze of cloud drives, emails, and portals, unable to find crucial contacts and documents. This alarming realization, shared with friends, sparked a brilliant idea: why not create a digital vault where financial advisors, who are typically the quarterbacks for families, could offer families a secure vault to organize and consolidate all their vital information? This would bring families peace of mind, while enhancing advisors’ practices with better security, efficiency, and compliance. From this insight, SideDrawer was born!
Productivity focusedĀ SideDrawer's workflows simplify document management admin, freeing hundreds of hours from gathering and organizing files and information, to distributing reports, statements and custom content. Granular and extensive permissioning Ensuring access is provided on a needs-to-know basis is paramount for maintaining data privacy in highly regulated industries. SideDrawer's multi-role capability can segregate......