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.

Customizable Dashboard
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

  • Salesforce integrations

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

"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


Learn more >

"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!