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After the webinar, you'll see why firms are saying:
As a firm, we mandate the use of SideDrawer for all Advisors, clients and our external partners due to security, convenience and compliance.
It’s actually an easy explanation to clients – for us it’s a risk management issue, and for them, it’s protecting their own private sensitive data.
SideDrawer allows me to ensure all documentation across our 70+ advisors is organized consistently and efficiently.