Helping Advisor teams engage clients efficiently

Collaborating with clients across multiple advisors  can create inefficiencies affecting the client experience, and expose the firm to security risks.


Trusted by forward thinking firms

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


Employee productivity impacts client experiences

"If we didn’t have SideDrawer – we’d have to re-invent the wheel, and revert back to the traditional ways - and our clients would find us super annoying."


Bernie Geiss, Cove Continuity Advisors (Team of 10+)


Teams thrive with efficiency

Growing a business requires scalable processes, that work across teams and support staff. 

SideDrawer becomes an essential practice tool:

  • Enabling easy Team creation to segregate specialists for client service and related engagements

  • Ensuring all client data is centralized and accessible by the right team members

  • Ensuring all activity is tracked for compliance and data privacy reasons

  • Ensuring client, family and professional engagement is within one platform vs. an individual's mailbox

  • Ensuring processes are automated based on triggers within CRMs or other applications

  • Ensuring consistency of record keeping across all Team members

  • Ensuring no Team member is unaware of information gathered, or documents received

  • Ensuring any Team member departures or hires are immediately reflected in their data access for security and compliance

  • Providing clients a holistic, multi-advisor, multi-point of contact experience

Emails are the #1 risk to businesses today

With more 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

  • Integrates with your existing storage to avoid the need for unsecure file sharing links

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


Let your free-thinkers focus on clients not document admin

Growing advisor teams can easily lose track of organizational structure. 


SideDrawer Types contain Tiles which are organizational categories.


This format allows for expedited setup, consistent organization, promoting familiarity and repeated usage across all those interacting with secure information.


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.


Immediate capacity growth
SideDrawer's admin savings can lead to 40% capacity growth in your business from reduced admin work!
A growing team would traditional require additional support staff to manage operational processes, new clients and existing client servicing.
With increased efficiency, SideDrawer can create additional capacity within admin support and staff.

"We were already a digital practice, but because of SideDrawer, I am now able to support 7 advisors due to its admin efficiency."

Kayla Munro, New Outlook Wealth


Create Teams for grouped access

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. 


Scan every upload

With multiple individuals engaging with clients and their extended professional network, the business' exposure increases materially.


We scan every file for virus and malware signatures without leaving our environment, without relying on third party platforms that may violate your data privacy.

"We've been using SideDrawer with family members, accountants, and lawyers without any difficulty, and all the while improving the client experience."

Alex Liber, Cove Continuity Advisors


Transparent exchanges avoid miscommunications

With complete transparency around WHO provided specific data or documents and WHEN, there can be no debate over what information was available, provided by and incorporated in any analysis. 


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. 


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. 

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. 


Works with your file storage

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. 


Infrastructure agnostic architecture

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



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? Watch a demo!

Schedule a Live 1-on-1 or watch a pre-recorded sales demo!
  • Schedule at your own convenience!
  • Takes under 15 minus