SideDrawer and Customplan have partnered to offer you an exclusive promotion to encourage the use of a secure, document collaboration platform that reduces admin time, improves the client experience, and intuitively organizes your client’s most critical documents.

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Contact us to get more details!

Exclusive for Customplan Financial Advisors
  • Flexible plans to accommodate your unique business needs
  • Get 50% 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 over 50% 
  • Leverage custom workflows, form and file requests all within a secure environment
  • Add Teams functionality with other colleagues and 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