TORONTO, ONTARIO, CANADA, September 27, 2021 /EINPresswire.com/ – SideDrawer is pleased to welcome BCV Asset Management Inc. (“BCV”) to its secure document management platform. BCV will leverage SideDrawer for the delivery of customer statements, while customers and their referring advisors will be able to collaborate securely on their new unified and user-friendly platform.
BCV is an asset management company dedicated to building and protecting the assets of its clients, seeking to maximize long-term returns while minimizing risks. The company manages just under $ 4 billion in client assets and is an alternative to mass investment products. The growth of the company is the result of a solid return on investments, customer service and relationships thanks to its extensive network of referral advisors.
“Meeting the multiple requirements of BCV to ensure the efficiency of the operations team, while offering a secure and collaborative platform to investors and their advisers, all with an exceptional and modern user experience, really defines the capacity of our platform! said J. Gaston Siri, co-founder and CEO of SideDrawer.
“Our success is attributable to our investment philosophy and our exceptional service to our clients and their referral advisors. SideDrawer’s technology will allow us to rethink our internal processes while offering a new alternative for delivering information to our clients and our network of referral advisors. The possibility of having our clients and their advisers collaborate on the same platform creates important operational synergies for all, and an excellent user experience. We expect this to be another key differentiator of BCV’s value proposition, ”said Dale Hawthorn, COO of BCV.
“We are excited to partner with BCV as they are able to leverage many aspects of SideDrawer’s robust API-based platform. The relationship between the client, the advisor and the portfolio manager is based on service, trust and trust. We are honored to be at the intersection of the three parts, enabling productivity workflows, enabling the asset manager and advisor to maintain their independent brand image and provide a great user experience, ”said Ali Qureshi, Co-Founder and Director of Revenue. by SideDrawer.
BCV intends to start rolling out the SideDrawer platform to selected clients and referral advisors from the third quarter of 2021, with a wider roll-out for the fourth quarter of 2021.
For any questions about improving the security profile around collaboration, whether for onboarding, data and document collection, forms, electronic signing, or other workflows, please contact us at [email protected]
On SideDrawer Inc.
SideDrawer is an API-based document management platform that enhances the customer experience around collaboration and organization for businesses of all sizes. Our SaaS product is used by advisers, planners, executors, and other professionals to securely collect and share sensitive customer data and documents. Our infrastructure-independent APIs are truly scalable, allowing fintechs and enterprises to save significant development resources on non-essential but critical document management workflows. For more information, please visit: www.sidedrawer.com or download our mobile apps from the Apple App Store or Google Play Store, or register at my.sidedrawer.com.
About BCV Asset Management Inc.
BCV Asset Management Inc. is an asset management company dedicated to building and protecting the wealth of its clients, seeking to maximize long-term returns while minimizing risk. We offer an alternative to mass market investment products, creating personalized investment portfolios within separately managed accounts and proprietary mutual funds. We provide a high level of personalized and professional service and ensure that clients have a direct relationship with the portfolio manager responsible for managing their wealth. We are able to provide this discretionary portfolio management service to investors whose households have a minimum of three hundred thousand dollars in investable assets and who are looking for alternatives to mutual funds or integrated brokerage accounts.