THE BASIC PROBLEM
Traditional folders are slowing you down
Traditional folder/subfolder structures create significant inefficiencies, are difficult to navigate, create permissioning challenges, are inconsistent from one user to another, and are unpleasant for every user.
For firms with multiple professionals and support staff, maintaining consistency of file/folder structures across hundreds or thousands of clients becomes impossible.
SideDrawer eliminates this entire issue through our guided organization.
SideDrawer allows templated folder structures called SideDrawer Types to simplify organization.
SideDrawer Types contain Tiles which are organizational categories.
This format allows for expedited setup, consistent organization, promoting familiarity and repeated usage across all those interacting with secure information.
Secure forms and file requests can be templated, automated, and triggered through API calls from other systems, or Zapier-like integrations.
This efficient collection method results in 3-5x faster data collection, improving the client experience and streamlining your day-to-day.
MULTIPLE DELIVERY OPTIONS
No fuss deliveries
SideDrawer offers a number of document delivery capabilities, many-to-many; one-to-many; and many-to-one.
Content Packages allow for pre-configured packages of documents, such as disclosure forms or fund facts, to be delivered at time of vault creation, or triggered via automation based on API calls or Zapier-like integrations.
Blast Deliveries allow for firms to deliver content as needed to multiple vaults, such as newsletters or annual tax tables.
Our unique SideDrawer meta-data allows for integration with multiple sources of statements to be delivered to client vaults, such as quarterly statements, tax slips, regardless of the source.
Trusted by forward thinking firms
Our clients understand today's risks around email-based communication of sensitive information.
Immediate capacity growth
SideDrawer's admin savings can lead to 40% capacity growth in your business from reduced admin work!
Traditional wealth business models dictate adding admin support for each 125 households, or $50 million in new assets.
With increased efficiency, SideDrawer clients are able to defer new admin hiring to 175 to 200 households, due to the automation and workflow efficiencies of SideDrawer.
TEAMS FOR SECURE ACCESS
Create Teams for grouped access
Highly regulated industries require specific retention rules, have activity oversight needs, and must ensure ongoing activity monitoring.
With increasing data privacy and governance, users also need to ensure their data is adequately protected.
With 100% activity tracking, transparent actions display, back-office and middle-office optional access, maintain confidence over your firm's activity.
For Enterprise customers, offer your professional partner groups, like entire accounting firms, the ability to manage their own team's access to your clients' vaults.
CENTRALIZE FILE STORAGE
Integrate with existing storage platforms
Connect your existing storage platform so SideDrawer becomes the collaboration, workflow, access control and privacy layer.
For Enterprises, SideDrawer can connect to ECMs (Enterprise Content Management) systems or on-premise storage.
The only document management that satisfies all stakeholders!
"No Advisor would give up SideDrawer. The impact to their practice and client experience is too positive."
Financial Advisor, Multi-Advisory Firm
"I am now able to support 7 advisors because of the admin efficiency from SideDrawer."
Technology Admin, Multi-Advisory Firm