Find an Advisor
Cybersecurity for clients & advisors.

Safeguarding your data

We provide all of our clients a complimentary SideDrawer account. SideDrawer is a digital vault used for storing sensitive personal information, securely sharing it with those you trust, and safely collaborating with your professional network.  

Features & Benefits

SideDrawer provides bank-level security to our daily interactions with clients.
  • Peace of mind

    You can feel confident your personal data is safe. 

  • Ownership of data

    You own your SideDrawer and its contents. 

  • Ease of use

    Access SideDrawer on the Web or via Mobile App. Folders are easy to organize, move, and share.