crmIQ & SideDrawer

Consultants who want pipeline clarity, engagement consistency, and better handoffs across team members.

Insurance brokers who need renewals, servicing, and proactive client communication to be consistent.

Law firms that want intake, matters, deadlines, and client communication to be structured and easy to follow.

Designed for real estate workflows. Agents and teams who want a CRM that supports lead conversion, consistent follow-up, and referral growth.

Mortgage brokerages and teams that want a pipeline that matches how mortgage files actually progress.

advisoriQ (formerly Advora) is purpose-built for the workflows, compliance needs, and client service standards Canadian advisory firms rely on every day.

Full view of the drawer within the SideDrawer widget.

crmIQ - Collaborators - update permissions

Update Collaborator permissions manually or through automated workflows.

crmIQ - Info Request - building file request

Build Info Requests right from the widget within the CRM.

LEADING CRM + LEADING DIGITAL VAULT

Why SideDrawer & crmIQ?

Seamless customer & document flow - CRM IQ manages relationships and pipeline data, while SideDrawer brings secure document management, versioning and distribution tied directly to CRM records.
Consistent single source of truth - eliminates context switching and data silos by linking CRM data with client artifacts, compliance documents, signatures and lifecycle documents.
Automated workflows across systems - opportunities, contacts & service interactions in crmIQ can trigger SideDrawer document workflows (e.g., proposals, NDAs, renewals).
Improved team collaboration - sales, operations and services teams get shared access to relationship data + documents, improving responsiveness and reducing errors.

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Read what Advisors are saying about SideDrawer

Frank Gasper at CSR Wealth

SideDrawer is part of our daily business, starting every new engagement with an info request. This comforts them about the security of their data.

Tax season was a real eye opener of the impact the platform can have on the efficiency of our practice. We just added our client's accountant as a Collaborator – and it simplified the entire process that we would have to have across our clients.

Read Frank's case study here >

Jill Chambers at Financial Concierge

Jill and her team work with seniors helping them age in place. With financial planning, daily money management and estate related support, the nationwide practice works with clients, their family members and their professionals on a regular basis.

SideDrawer has been a great tool for many of our clients - my clients who are in the 40-65 year age group have said “this is the cat’s meow, I like this.”

Read Jill's case study here >

Christopher Dewdney at Dewdney&Co

When we describe SideDrawer as our cybersecurity solution for sensitive document exchange, clients are pleasantly surprised with the way SideDrawer looks and how it functions. As financial professionals gathering sensitive data and then producing sensitive data, having a portal that's pleasing and enjoyable to use is a win-win. Utility alone isn't enough, and a good user experience alone isn't enough.

Feedback and response time has been phenomenal. It's not just us, even our clients have said that response and support has been excellent. Since we provide white glove service, that end client service is important to us.

Bernie Geiss at Cove Continuity Advisors

SideDrawer is already, and is increasingly becoming, more important in our practice. SideDrawer gives us the confidence that we’re doing the right thing, and gives our clients the confidence that we’re keeping their information safe.

We have had senior clients add their adult children as collaborators on their SideDrawers to help them on occasion. This significantly benefits the client because it allows for open communication, which is the basis of a successful continuity of transition.

Read Bernie's case study here >

Rolf Issler at Issler Group

I came across SideDrawer because my wife asked me where all our insurance, banking and investment information was kept. The truth was it was all in a box – and that’s when it hit me that it wasn’t a proper solution. As I used SideDrawer and saw its convenient, intuitive interface, I was certain that if I needed this, then definitely my clients would need it as well.

Initially, I saw SideDrawer as a good value add tool. However, Info Requests and Sharepoint integration has enabled me to further enhance my firm’s efficiency by streamlining the requesting, gathering and organizing of this important information.

My clients love the technology – the simplicity, the ease of use. Interestingly, clients in their 50s and 60s are really liking the platform as well.

An out-of-the-box solution for exchanging confidential and sensitive information

1.

Simplified data and document gathering

Collecting information from external parties is common practice. SideDrawer provides an intuitive internal user and client experience while elevating the business' security, client privacy, and reduced liability.

2.

Share files without the hassle

Sharing files typically means managing password protection, creating share links, ensuring users are added and removed, or worse, using horrible secure email. SideDrawer's bi-directional file sharing platform eliminates all the frustration around sharing.

3.

Workflows that drive efficiency

Our built in workflows will result in a 60% reduction in time spent on document management admin. APIs and webhooks can offer additional customization for enterprises.

Designed for anyone concerned about privacy and security

1. Wealth, Estate and Financial Professionals

Scale your practice and grow your brand with secure and centralized document management.

Learn More >

2. Financial Services Businesses

Leverage our turn-key client portal with built-in workflows to save you hundreds of hours, reduced cyber-risk and protecting your client's sensitive information.

Learn More >

3. Large Enterprises

Leverage SideDrawer's APIs and enterprise architecture to create an end-to-end, secure, platform for information exchange between clients and your business.

Learn More >

4. Individuals & Families

Keep all of your sensitive personal documents in a single safe and centralized portal, with permitted access to family and trusted professionals.

Learn More >

crmIQ's Fully Integrated SideDrawer Experience!

Finally, a CRM with a complete offering!

crmIQ provides customized experiences and workflows for all leading service professionals roles.

Why SideDrawer & crmIQ?

Want to learn more?

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