2-Jan-31-2022-02-08-36-53-PM

 

 

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.

Watch our short video explaining SideDrawer

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