Enterprise digital vault and secure exchange solution
Flexible API-based solution with multiple integration opportunities for your unique infrastructure.
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We are trusted by leading firms for their clients
Our clients understand today's risks around email-based communication of sensitive information





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Reduce The #1 Cause of Data Breaches
Misdirected email by internal users is the leading cause of data breaches at financial services companies

Client document collection is done through email, which is increasingly becoming a critical cybersecurity threat.
Eliminating email attachments and file sharing links significantly reduces enterprise risk
100% activity tracking on display and through logs to easily meet compliance and operational requirements
Granular user-based access control and permission settings takes away any guesswork for compliance
Future proof your enterprise for the ever-increasing data privacy requirements
Use our APIs to enhance your own portal
Customize needed functionality through the 9 APIs and 400+ endpoints

Efficiently designed APIs will reduce development time by 60-80% on document management which is non-core for your enterprise
Advisor and Client based permission setting streamlines network expansion
Document upload with immediate role based access
Programmatically create a personalized list of data and document requirements to streamline individualized onboarding
Achieve data residency requirements with a single API parameter
Flexible Implementation
Cloud agnostic, scalable API-based solution provides ultimate enterprise flexibility

With an in-market SaaS solution used by thousands of clients, deployment decisions become easier to make.
Implement as a hosted or managed solution, with or without our current front-end
Connect your own user authentication, user database, messaging platform, enterprise email exchange
Connect your own preferred cloud vendor - AWS, Azure or any VPC
We designed a more streamlined application and collection process for our referring customers from SideDrawer, making it easier for them to generate client referrals to us. We are very impressed with the efficiency of the API design leading to reduced administrative requirements for our mortgage brokers, creating a seamless and phenomenal user experience for the end client
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