Digital Vault for Asset Managers

Streamlining your operations while providing investors with an experience they actually find useful.


"The ability to have our clients and their referring advisors collaborate on the same platform creates significant operational synergies for all, and an excellent user experience. We expect [SideDrawer] to be another key differentiator of the BCV value proposition."


Dale Hawthorn

Chief Operating Officer

BCV Asset Management


Consolidate your client logins

Clients don't want multiple logins.


With unique metadata capability, SideDrawer's asset management clients can deliver consolidated statements, tax slips, newsletters, regulatory delivery documents, from multiple sources into one single login experience.

File Delivery

Integrate into existing portals

SideDrawer can be incorporated through any of the following:

  • Leveraging our existing WCAG 2.2 AAA compliant front-end applications customized with your firm's branding and design concepts

  • Leveraging our APIs to create a completely custom and bespoke user experience

  • Leveraging our iFrame capability for a hybrid offering 

Streamline your workflow

Leverage our growing list of integrations for streamlined statement delivery.


Or, reduce your back-office admin time by days through our out-of-the-box integrated delivery process.

Connect unconnected

Working with a digital transformation consultant?

Know you're in good hands!

"We advised an Ultra High Net Worth firm with over $4 billion in AUM on their new technology roadmap for internal users, clients, and referring advisors.

We could not be more satisfied with the SideDrawer team’s delivery on their commitments, as well as willingness to go above and beyond to satisfy our client."

Read the full text here. 


Emails are the #1 risk to businesses today

91% of all cyber attacks begin with a phishing email.


SideDrawer's collaboration vault centralizes activity out of the email mailbox and into a secure, authenticated environment with permissioned access. 


Deloitte phishing email study



Work with Referring Advisors?

SideDrawer's unique organization structure allows asset managers to compartmentalize and provide segregated access and interact with their investors' referring advisors.


Contact us to learn more about this unique capability.


We help you grow efficiently!

SideDrawer's segregated environments and access rules allow new teams, such as a new financial planning offering, to maintain a completely separate access environment without compromising information access of the asset management clients. 


450+ API endpoints give ultimate flexibility

Connect to existing storage, eSignature platforms, DLP systems, compliance systems, and any other workflow tools using our comprehensive set of APIs. 



Access flexibility

User authorizations can be managed via:

  • Your managed IdP for all users

  • SideDrawer managed IdP - for all users, or only 3rd party users

  • SSO, SAML or any other supported authentication platform for all users

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

"It’s actually comforting to know all of our vital information is in one safe place, especially if anything suddenly were to happen to either of us, I worried about succession and estate planning etc. for our children."


Client of Spring Planning

"As a firm, we mandate the use of SideDrawer for all Advisors, clients and our external partners due to security, convenience and compliance."


VP Operations, Multi-Advisory Firm

"I am now able to support 7 advisors because of the admin efficiency from SideDrawer."


Technology Admin, Multi-Advisory Firm

"SideDrawer allows me to ensure all documentation across our 70+ advisors is organized consistently and efficiently."


VP Technology, Ultra High Net Worth Manager

Start with SideDrawer!

Get started right away!
  • Free trial for 14 days. 
  • Start inviting Collaborators - it's free!
  • Get your own Branding and Custom URL!

Want to learn more? 

Schedule a Live 1-on-1 or watch a pre-recorded sales demo!
  • Schedule at your own convenience!
  • Watch a 10 minute interactive demo!
  • We can answer any questions you may have!