Sidedrawer
Why Sidedrawer?
SideDrawer is a collaboration tool for secure, online document storage designed specifically for private financial and personal documents.
REDUCE YOUR STRESS
Families are not organized and it creates stress for them.
Most families do not have adequate record keeping of their most important documents - it's spread across storage platforms and email addresses.
By using SideDrawer, you will be populating all the essential documents into a central repository that they can re-use with other professionals (always promoting YOUR brand) and share with their family members.
YOU'RE IN CONTROL
Invite others as needed!
You may have a few items organized, but if no one knows about it, you may as well not have bothered.
With pre-existing roles, we make inviting your professionals or other family members super convenient.
PROTECT YOUR DATA
Engaging with professionals over email can expose your personal data.
Many professionals - like advisors, accountants, lawyers, exchange information with email links or attachments.
These businesses are increasingly becoming vulnerable to attacks to access your data.
With every interaction, your personal data becomes at risk.
SideDrawer's secure vault protects how your confidential, sensitive information is shared, exchanged, collected, stored and protected.
Do you want access to your own Sidedrawer, without a financial planning engagement? Email us at info@moderncents.ca.
Standalone Cost: $20/month