With each team members, firms have exponential risk to viruses, malware, ransomeware, and phishing attempts that can materially impact your business. 

Any mailbox takeover can expose client data and result in regulatory and compliance obligations.

• SideDrawer has built-in virus and malware scanner for each file added

• Eliminates 100% of sensitive information from mailboxes

• Reduces overall email traffic by 40% during client engagements, reducing risk exposure and driving efficiency

• Allows third party users to be added easily avoiding email exchanges between multiple parties

Create Teams for grouped access

Highly regulated industries require specific retention rules, have activity oversight needs, and must ensure ongoing activity monitoring. 

With increasing data privacy and governance, users also need to ensure their data is adequately protected. 

With 100% activity tracking, transparent actions display, back-office and middle-office optional access, maintain confidence over your firm's activity.

For Enterprise customers, offer your professional partner groups, like entire accounting firms, the ability to manage their own team's access to your clients' vaults. 

Each Advisor has their own brand? No problem!

SideDrawer's multi-Affiliate capability allows each individual Affiliate to control their own branding, logos, colors, email notifications and configurable client experience. 

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.