SideDrawer is a trusted partner of the Certified Executor Advisor Network (CEAN). The SideDrawer platform is perfectly aligned with the CEA profession's objectives, to engage with executors, who in their important role, are likely to collaborate with multiple professionals and individuals on extremely sensitive, private and confidential information.
The SideDrawer platform provides an intuitive, user-friendly experience where executors, external professionals and family members can securely and confidently share information, securely store documents, manage access permissions, complete forms, sign documents, etc within a secure environment.
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Exclusive for CEAN Members
- Choose from a variety of plans that best align to your business needs
- Get 25% off for the first-year with a 3 year contract
- Includes a fully secure web and mobile app with your full branding
- Customize your portal with your logo, marketing colors, branding and 3 unique custom tiles
- Admin dashboard for usage and access to additional features
Features & Benefits
- Offer fillable PDFs, eSignature, 1-click document request, and other productivity tools
- Reduce document related admin effort by 50%
- Leverage custom workflows, form and file requests all within a secure environment
- Add Teams functionality with external partners and internal admin staff
- Expand your network by inviting your client's family members, lawyers, accountant and other professionals
- Integrate with your existing storage provider (where API connectivity is possible)
- Enterprise-grade security for your clients and their families