The Wealth Mosaic
Client Engagement & Management
Compliance & Regulation
5th May 2022
We live in a mobile world – the way that people communicate, shop, and consume information and media is now digital. The range and scope of digital tools, social media,...
news
Client Engagement & Management
Compliance & Regulation
28th April 2022
SideDrawer Inc, the API-based document collaboration platform, is pleased to partner with Ndex Systems, the industry’s leading independent multi-custodial wealth management technology provider. Through this integration, financial advisors and wealth management...
news
Client Engagement & Management
Compliance & Regulation
25th April 2022
SideDrawer Inc, the API-based document collaboration platform, is pleased to partner with NPC DataGuard, a secure mobile computing solutions provider for business professionals. Through NPC's unique offering, customers avoid data loss,...
news
Client Engagement & Management
Compliance & Regulation
21st April 2022
SideDrawer Inc, the API-based document collaboration platform, is pleased to announce it has successfully completed the Service Organization Control (SOC) 2 Type II examination with an independent opinion on the company's controls,...
The Wealth Mosaic
Client Engagement & Management
Digital Platforms & Tools
8th April 2022
Year in review
What would you highlight as the main technology themes for the wealth management sector in 2021?
In 2021 we saw lots of concern about sensitive data, how it travelled...
news
Client Engagement & Management
Compliance & Regulation
5th April 2022
SideDrawer has been selected as an Excellence Awardee in the 8th annual Wealth Professional Awards, in partnership with Wealth Professional Canada (WP) magazine.
We are proud to be part of this list as it stands as an...
The Wealth Mosaic
Client Engagement & Management
Compliance & Regulation
31st March 2022
TCO is so much more than buying a license. Associated costs like maintenance, security updates, loss of productive time while bedding something in or changing things, training sessions, and the...
The Wealth Mosaic
Client Engagement & Management
Digital Platforms & Tools
17th February 2022
Much has been made of the need for wealth managers and FinTechs to work together, collaborate to further the tech cause, enable banks to make the most of what they...
news
Client Engagement & Management
Digital Platforms & Tools
10th January 2022
SideDrawer Inc. and Planworth Inc. are partnering to integrate SideDrawer’s leading document collaboration technology with Planworth’s innovative financial planning platform to enhance secure collaboration between advisors and their clients.
Planworth offers...
news
Client Engagement & Management
Digital Platforms & Tools
5th January 2022
SideDrawer Inc, the API-based document collaboration platform, is pleased to announce it has successfully completed the Service Organization Control (SOC) 2 Type 1 audit under SSAE-18 standards. The audit was conducted by ThreatIQ, a...
blogs
Client Engagement & Management
Digital Platforms & Tools
20th December 2021
Retirement plan participants' financial and personally identifiable information (PII) is stored and exchanged across various parties. As a result, cybersecurity is a serious problem in the context of retirement plans....
The Wealth Mosaic
Client Engagement & Management
Digital Platforms & Tools
14th December 2021
Holistic financial planning and wellness requires a more diverse range of inputs to get to a 360-degree view of clients. It is different to traditional financial planning where the focus,...
blogs
Client Engagement & Management
Digital Platforms & Tools
12th December 2021
Understand that cyberattacks don’t just target big businesses
When data breaches become known on news sites, it's usually because they happened at a large corporation like Amazon, Google, or T-Mobile. This...
blogs
Client Engagement & Management
Digital Platforms & Tools
24th November 2021
The ever-present threat of cyberattack is climbing the priority ranks for wealth managers. They need to be robust gatekeepers to fend off would be attackers.
But where do the threats come...
news
Client Engagement & Management
Digital Platforms & Tools
13th October 2021
SideDrawer is pleased to welcome JM Associates Federal Credit Union (JMAFCU) to its secure, document management platform within their existing banking environment. JMAFCU will leverage SideDrawer for secure client document...
The Wealth Mosaic
Client Engagement & Management
Digital Platforms & Tools
16th September 2021
Amove to digital and hybrid working means that robust digital documentation management and storage is needed for both adviser and client. HNW clients’ needs are complex and many they have...
blogs
Client Engagement & Management
Digital Platforms & Tools
21st July 2021
The Investment Industry Regulatory Organization of Canada (IIROC) is the main regulator in Canada that governs and monitors investment firms in the country. IIROC firms often struggle when it comes...
blogs
Client Engagement & Management
Digital Platforms & Tools
2nd July 2021
Of all ways to compromise data inadvertently, sending misdirected emails can turn into a devastating mistake in a worst-case scenario.
At the time of this writing, new data from the UK's Information...
blogs
Client Engagement & Management
Digital Platforms & Tools
10th June 2021
You may be surprised to to hear that your document management processes may be preventing you from scaling your business. You’re likely using one of the popular file storage services,...