What's the financial benefit of digitization?

"After the first full year, profits were up 22% - just from the gain of efficiency and digitizing my processes."


Rolf Issler, Prosper Wise Financial


Infinite connectivity

Zapier is a low-code, if-this-then-that connectivity tool that connects your different applications together.


Businesses connect CRMs, workflow management tools, marketing systems, e-signature platforms and other systems to SideDrawer through Zapier.


Salesforce ready!

Our Salesforce integration allows internal users to experience SideDrawer within their Salesforce environment through a LWC (Lightning Web Component).


SideDrawer can also be deployed as a SSO through Experience Cloud for end-users. Enterprises can also deploy a fully managed package for further customization.  

"SideDrawer is the best option Brightmark has seen for a document management platform that isn't reliant on expensive development costs."

Matthew Maingot, CEO of Brightmark Inc
Established in 2006, Brightmark is a leading Salesforce implementation firm catering to the financial services sector. The firm has completed over 100 implementations and recognized with 40 Salesforce Certifications. 


DocuSign ready!

Users can connect their DocuSign accounts to streamline the signature collection process.


Signature requests can be initiated from within SideDrawer, with the completed envelope and audit trail being available for users within the SideDrawer environment. This simplifies the process, reduces redundant steps and also provides a better user experience by allowing signatories to access the completed envelopes within their SideDrawers.


Integrated with Planworth, leading planning solution

Planworth integrated SideDrawer for secure file exchange with clients during the financial planning process. 


This unique vault integration provides a one-of-a-kind experience enhancing the value holistic planning capability of Planworth's advisors. 


The right CRM should be more than a digital rolodex

The right CRM can be central to your practice - but choosing one can be difficult.


Through our unique position in the wealth industry, we are proud to have built-in workflows with leading CRMs like Cloven that immediately impact practices.


Integrate with existing storage platforms

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


For Enterprises, SideDrawer can connect to ECMs (Enterprise Content Management) systems or on-premise storage. 


  • For businesses on Microsoft 365 or Goole Workspace, we recommend using their included storage options

  • For enterprise customers, we can incorporate a BYOS - Bring Your Own Storage solution 

"I cannot express enough how grateful we are to have partnered with Side Drawer and worked closely with Shaun from Blue Cow Marketing. The collaboration has truly transformed our clients' experiences, making a process that would have otherwise been clunky and challenging, into a seamless and service-efficient experience."


Barb McKay, Plan My Estate



8Twelve streamlines the mortgage process

8Twelve is a leading mortgage provider and has integrated with SideDrawer to allow clients to seamlessly submit documents that already exist in their SideDrawer. 


Streamline statement delivery

Ndex is the industry’s leading independent multi-custodial data utility and wealth management provider. Our integration with Ndex allows wealth management firms to automatically deliver statements into client SideDrawers. 


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.


Infrastructure agnostic architecture

SideDrawer's architecture integrates with complex identity management, client access matrices, and segmented storage, with a  turn-key approach implementation.



Enterprises can leverage their own systems

For many Enterprises, legacy software or unintegrated business-critical software can be integrated with SideDrawer's Info Requests to streamline the data and/or file collection process from external users.


Secure collaboration that satisfies all stakeholders!

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


Financial Advisor

"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."


New Outlook Wealth

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


Technology Admin

"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!