The client's vault, inside the client record.
See the document gap, act on it, and file the answer to SideDrawer without ever leaving advisorIQ.
Comprehensive CRM Offering
A CRM with a complete offering!
crmIQ provides customized experiences and workflows for all leading service professional roles.
Leading CRM + Leading Digital Vault
Why SideDrawer & crmIQ?
Seamless customer & document flow
crmIQ 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 — proposals, NDAs, renewals.
Improved team collaboration
Sales, operations and services teams get shared access to relationship data and documents, improving responsiveness and reducing errors.
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Watch our short video explaining SideDrawer
Read what Advisors are saying about SideDrawer
Frank Gasper — 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 >Jill Chambers — 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 >Bernie Geiss — 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 >Rolf Issler — 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.
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.
An out-of-the-box solution for exchanging confidential and sensitive information
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.
Share files without the hassle
Sharing files typically means managing password protection, creating share links, ensuring users are added and removed, or worse, using insecure email. SideDrawer's bi-directional file sharing platform eliminates all the frustration around sharing.
Workflows that drive efficiency
Our built-in workflows result in a 60% reduction in time spent on document management admin. APIs and webhooks 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 >Keep reading
More on how digital vaults work and where SideDrawer fits alongside the tools you already use.
What is a digital vault?
Start here. The plain-language explainer on what a digital vault is, how it differs from file storage and secure email, and what actually matters when you evaluate one.
Read Digital Vaults 101 >Top 10 digital vault platforms
A side-by-side comparison of the leading digital vault platforms for financial services, wealth management and families — features, pricing and trade-offs.
Compare platforms >For financial advisors
How advisors use a digital vault to replace email and one-off portals with a persistent, auditable client workspace.
See the advisor use case >For wealth management firms
Structured document exchange, automated audit trails and a branded client vault at firm scale.
See the firm use case >All SideDrawer integrations
crmIQ is one of many. SideDrawer also connects to Salesforce, Addepar, Zapier, OneDrive and more, so the vault fits the stack you already run.
Browse integrations >Walk through the platform
A self-guided walkthrough of the product — no scheduling, no sales call required.
Take the walkthrough >