SideDrawer
Curated by SignalWealth management software suite streamlining secure document management processes.
Overview
SideDrawer is a wealth management software suite aimed at improving the operations of wealth managers and financial advisors. The platform incorporates various fintech tools, including customer relationship management (CRM) capabilities, portfolio management, performance reporting, and financial planning, all within a single system. It is designed for wealth management firms and addresses issues related to the exchange of sensitive information and email communication by offering a secure document management solution. The company's API-first approach is intended to provide scalability and flexibility, while features such as extensive permissioning and compliance are included to support regulatory requirements. SideDrawer also facilitates collaboration among team members, clients, and service providers, with the goal of enhancing productivity and client trust in the financial services industry.
Key facts
- Founded
- 2018
- Headquarters
- Toronto, Canada
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 6 products and services
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Contact
- Primary office
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- Phone
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