TORONTO, Sept. 06, 2022 (GLOBE NEWSWIRE) — SideDrawer, a secure document collaboration platform, is pleased to be selected by Carte Wealth Management Inc. as their Exclusive Recommended Partner for 700+ financial advisors across Canada. Carte Wealth is one of Canada’s fastest-growing independent financial firms, offering a fully digital experience for their advisors and clients. Given Carte’s origins are rooted in financial planning, SideDrawer is a natural fit in the advisor technology stack.
“We have made significant investments in technology, risk management and processes to help our advisors scale their businesses. Financial planning requires a tremendous amount of sensitive client data and document gathering, which is typically done over email or via file sharing links, both of which are inefficient and unsafe,” said Maria Flores, President and Chief Operating Officer of Carte Wealth Management Inc. “Salesforce is a key component of our technology stack, and SideDrawer’s native integration enhances security without compromising advisor productivity and client experience.”
“Carte continues to be ranked by its advisors as Canada’s #1 investment…
