Case Study: Modern Cents achieves greater data security and operational efficiency with SideDrawer

Providing an accessible financial planning service for individuals looking for unbiased guidance out of the traditional advisory or bank-linked relationship

Modern Cents, an advice-only Canadian financial planning firm, needed a secure and efficient platform to handle sensitive client data, particularly for their cross-border clientele who prioritized privacy. Their previous solution was complex and lacked the robust Canadian-based data security they required. They turned to SideDrawer to enhance their cybersecurity controls and operational efficiency from the start of their client onboarding process.

By implementing SideDrawer, Modern Cents streamlined their data-gathering process with customized Info Requests for different client engagements. The solution provided enhanced data privacy and security, a user-friendly experience, and proactive support. This resulted in significant operational efficiency gains for the firm and provided their clients with a secure, centralized repository for their financial documents, encouraging ongoing use beyond the initial engagement. SideDrawer met the firm's critical needs for security and growth.

Modern Cents

Andrea Thompson

Owner