Independent Advisors rely on SideDrawer

Turning document management workflows into an efficient practice management solution.


Trusted by forward thinking firms

Our clients understand today's risks around email-based communication of sensitive information.


Turn key efficiency, security, compliance and client experience

"Our entire process is now centered around SideDrawer. Every prospect, lead, or new client, and existing clients of course, are managed through SideDrawer. We share any financial plan, insurance policy etc., right through the platform."


Tucker Mooney, Dewdney&Co

Independent advisors want to serve clients and grow their practice

Document management admin can take up hundreds of hours of your precious time.


  • Meeting prospects takes time, ideally you could screen for best-fit in advance

  • Onboarding clients takes time, but disparate, clunky processes and platforms delay the process forcing you to chase them

  • Gathering information is a delicate balancing act between imposing on your clients but extracting as much as possible to effectively to do the job

  • Multiple platforms and subscriptions means you're spending time between different systems

  • Maintaining records of client notes, exchanges, information shared is a burden

Become a super advisor!

Document management admin can take up hundreds of hours of your precious time.


SideDrawer grows productive capacity by up to  40% through a number of workflows and capabilities that save time spent on document management admin. 

See how we enhance your practice:


Merging firms or hiring others?

SideDrawer's multi-advisor capability is centered around data privacy, data access and security, without compromising any of the productivity gains!


Tenants and Affiliates capability allows strict segregation of data access while allowing shared admin support to support individual practices. 


Create Teams for grouped access

If you regularly work with other advisors, planners, lawyers, or accountants, you can create teams to streamline their access. 


If a team member departs your circle of trust, removing them from the team will immediately revoke their entire access - an enterprise IT manager's super power is now in the individual advisor's hands!


You can also selectively remove specific team members from specific vaults individually - giving you complete and full control over team management and access.

Streamlining collection
Secure forms and file requests can be templated, automated, and triggered through API calls from other systems, or Zapier-like integrations.


This efficient collection method results in 3-5x faster data collection, improving the client experience and streamlining your day-to-day.



Families are not organized and it creates stress for them

Most families do not have adequate record keeping of their most important documents - it's spread across between storage platforms and email addresses. 


By using SideDrawer, you will be populating all the essential documents into a central repository that they can re-use with others and share with their family members. 

"It’s actually comforting to know all of our vital information is in one safe place. If anything suddenly were to happen to either of us, I worried about succession and estate planning etc. for our children."


Client of Spring Planning

No fuss deliveries

SideDrawer offers a number of document delivery capabilities.


Content Packages allow for pre-configured packages of documents, such as disclosure forms or fund facts, to be delivered at time of vault creation, or triggered via automation based on API calls or Zapier-like integrations.


Blast Deliveries allow for firms to deliver content as needed to multiple vaults, such as newsletters or annual tax tables. 


Our unique SideDrawer meta-data allows for integration with multiple sources of statements to be delivered to client vaults, such as quarterly statements, tax slips, regardless of the source. 

Immediate capacity growth

SideDrawer's admin savings can lead to 40% capacity growth in your business from reduced admin work!


Traditional wealth business models dictate adding admin support for each 125 households, or $50 million in new assets.


With increased efficiency, SideDrawer clients are able to defer new admin hiring to 175 to 200 households, due to the automation and workflow efficiencies of SideDrawer.


This ain't your boring file sharing!

No one likes file sharing links with bland interfaces that haven't changed since the 1980s.


Empower your vault environment with your brand, your vibrant colors and your unique self! Every interaction possible can have your branding attached to it - whether it's with prospects, clients, their family members, or other professionals - maximizing your mind share!



We have exceptional support for all users! 

SideDrawer's support team has a 95%+ satisfaction rating from all users - advisors, admin staff, clients, family members and collaborators. 

We know advisors don't want to give tech support to clients, that's where we can engage and treat all users with the same white glove service they expect!


Use local desktop app for data migration

Our own SideDrawer Desktop app provides a local file/folder structure of all the accessible files in our cloud environment.


This supports bulk migration, local on-prem service backups, and other capabilities for overall management. 


Given the proprietary organization structure, we recommend this be limited to admin or professional users. 

Multiple Cloud Storage

Integrate with existing storage platforms

Connect your existing storage platform so SideDrawer becomes the collaboration, workflow, access control and privacy layer.


Connect your tools and work smarter

Use any of our custom integrations, or integrate with 6,000+ apps through Zapier to help you work seamlessly, reducing admin work and focusing on things that matter. 


100% API built for exceptional flexibility 

SideDrawer can be embedded as a product enhancement, a white-label integration, or a complete Platform-as-a-Service offering for larger enterprises.

The only document management that satisfies all stakeholders!

"No Advisor would give up SideDrawer. The impact to their practice and client experience is too positive."


Financial Advisor, Multi-Advisory Firm

"It’s actually comforting to know all of our vital information is in one safe place, especially if anything suddenly were to happen to either of us, I worried about succession and estate planning etc. for our children."


Client of Spring Planning

"As a firm, we mandate the use of SideDrawer for all Advisors, clients and our external partners due to security, convenience and compliance."


VP Operations, Multi-Advisory Firm

"I am now able to support 7 advisors because of the admin efficiency from SideDrawer."


Technology Admin, Multi-Advisory Firm

"SideDrawer allows me to ensure all documentation across our 70+ advisors is organized consistently and efficiently."


VP Technology, Ultra High Net Worth Manager

Start with SideDrawer!

Get started right away!
  • Free trial for 14 days. 
  • Start inviting Collaborators - it's free!
  • Get your own Branding and Custom URL!

Want to learn more? 

Schedule a Live 1-on-1 or watch a pre-recorded sales demo!
  • Schedule at  your own convenience!
  • Watch a 10 minute interactive demo!
  • We can answer any questions you may have!