Planworth + SideDrawer

For Onboarding & Ongoing Engagement

An out-of-the-box solution that streamlines your processes

Leverage the power of Planworth and the secure collaboration of SideDrawer in one screen!

1. Simplified data and document gathering

Every financial planner needs to gather a significant amount of data and documents to produce a worthwhile plan. We easily save hundreds of hours on this collection process.

2. Share files without hassle

Sharing files typically means managing password protection, creating share links, ensuring users are added and removed, or worse, using horrible secure email. SideDrawer's bi-directional file sharing platform eliminates all the frustration around sharing.

3. Collaborate with ease

Managing file sharing links is an administrative nightmare and a major security risk. We simplify this by allowing you, your team and your clients to manage permissions with only a few clicks.

4. Reduce your cyber risk

Emails are the #1 cyber risk threat. SideDrawer eliminates 100% of emails with sensitive information, and reduces overall email traffic by 45%+. Less email, means less risk for your practice, and more protection for your clients.

5. No extra cost

Users of either platform will have no added cost. Specifically, if an existing Planworth user is paying for the integration within Planworth, SideDrawer will offer the equivalent value as a credit when creating a full package subscription with SideDrawer.

Existing SideDrawer users who take on the Planworth integration will not have to pay for the integration. Contact us to learn more.

Read what Advisors are saying about SideDrawer

Frank Gasper at CSR Wealth

SideDrawer is part of our daily business, starting every new engagement with an info request. This comforts them about the security of their data.

Tax season was a real eye opener of the impact the platform can have on the efficiency of our practice. We just added our client's accountant as a Collaborator – and it simplified the entire process that we would have to have across our clients.

Read Frank's case study here >

Jill Chambers at Financial Concierge

Jill and her team work with seniors helping them age in place. With financial planning, daily money management and estate related support, the nationwide practice works with clients, their family members and their professionals on a regular basis.

SideDrawer has been a great tool for many of our clients - my clients who are in the 40-65 year age group have said “this is the cat’s meow, I like this.”

Read Jill's case study here >

Christopher Dewdney at Dewdney&Co

When we describe SideDrawer as our cybersecurity solution for sensitive document exchange, clients are pleasantly surprised with the way SideDrawer looks and how it functions. As financial professionals gathering sensitive data and then producing sensitive data, having a portal that's pleasing and enjoyable to use is a win-win. Utility alone isn't enough, and a good user experience alone isn't enough.

Feedback and response time has been phenomenal. It's not just us, even our clients have said that response and support has been excellent. Since we provide white glove service, that end client service is important to us.

Bernie Geiss at Cove Continuity Advisors

SideDrawer is already, and is increasingly becoming, more important in our practice. SideDrawer gives us the confidence that we’re doing the right thing, and gives our clients the confidence that we’re keeping their information safe.

We have had senior clients add their adult children as collaborators on their SideDrawers to help them on occasion. This significantly benefits the client because it allows for open communication, which is the basis of a successful continuity of transition.

Read Bernie's case study here >

Rolf Issler at Issler Group

I came across SideDrawer because my wife asked me where all our insurance, banking and investment information was kept. The truth was it was all in a box – and that’s when it hit me that it wasn’t a proper solution. As I used SideDrawer and saw its convenient, intuitive interface, I was certain that if I needed this, then definitely my clients would need it as well.

Initially, I saw SideDrawer as a good value add tool. However, Info Requests and Sharepoint integration has enabled me to further enhance my firm’s efficiency by streamlining the requesting, gathering and organizing of this important information.

My clients love the technology – the simplicity, the ease of use. Interestingly, clients in their 50s and 60s are really liking the platform as well.