Configure to match your desired client experience
We know each firm is unique - and you may want a specific type of client journey.
SideDrawer's out-of-the-box platform has over 30 different user-controllable configuration settings to adjust the client experience to your preference.
BESPOKE FIT FOR ENTERPRISE CUSTOMERS
Complete flexibility for enterprise accounts
Enterprise customers can create a complete bespoke experience by using:
Customized front-end to match your brand
API connectivity support to integrate workflows
Webhooks to drive actions in your environment
Trusted by forward thinking firms
Our clients understand today's risks around email-based communication of sensitive information.
Multiple branding opportunities
SideDrawer's turn-key implementation allows for logos, colors, fonts, profiles, social contact links, email headers and email notification content to be 100% customized, by the firm, or by individual environments within a firm.
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
"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!