Helping families prepare for the "what-if" scenario
Families are overwhelmed with critical life documentation spread across shared cloud drives, inboxes, portals that is isolated and not shared with loved ones.
Save 16%
ANNUALLY
ANNUALLY
Free
For individuals getting started with document organization
$ 0
always free
- Personal drawer for data, documents & files
- Web & mobile access
- Up to 1 GB storage
- Basic Tile structure
- Access up to 8 Records
- 1 Editor level Collaborator
- Multi-Factor Authentication
- Chat & Email Support
Premium Personal
For families who want more storage, sharing, and control
$ 6 60 8 80
per month per year
- Everything in Free
- Access all Records
- Add Collaborators with a variety of permissions
Pricing FAQ
During your engagement, your planner set up a SideDrawer vault on your behalf and used it to collect, share, and store your documents — often 80–100 files over the course of a financial plan. Transferring the drawer to you means ownership of that vault moves from your planner's account to yours. You keep everything that was in it. You'll move to SideDrawer's free individual plan, so there's no cost to you. If you ever work with a planner again — your current one or a new one — they can reconnect to your vault and continue from where you left off. Nothing gets lost between engagements.
Yes. Individuals can hold and access their vault on SideDrawer's free consumer plan. You don't need a paid subscription to keep your documents, share with family members, or access files your advisor or planner has shared with you.
You can respond to document requests and access shared files via email without logging in every time. For ongoing access to your vault — viewing your full document history, uploading files, or sharing with family — you'll use your SideDrawer account, which takes a few minutes to set up.
Yes. You can add family members, a spouse, children, or trusted third parties like a lawyer or accountant as collaborators. You control exactly what each person can see and do. A family member can have full access, view-only access, or access limited to specific files or folders. There is no extra charge for collaborators.
Yes. SideDrawer supports a private drawer that runs alongside your advisor-shared drawer. You control whether your advisor has access to your private content. This is commonly used for estate planning documents, insurance policies, or personal records you want stored securely but not shared with your financial team.
Your documents are stored on Canadian servers with AES-256 encryption at rest and in transit. Every login requires authentication, and every action taken on your documents — who viewed, uploaded, or shared what — is logged with a timestamp. SideDrawer is SOC 2 Type II certified.
Yes. SideDrawer is built so you are never locked in. You can download individual files or bulk-export your entire vault at any time. The stated design principle: "our objective was always never to hold anybody hostage."
Your vault belongs to you, not your advisor's account. If your advisor leaves the platform, your documents stay intact and remain accessible to you. Your advisor can transfer the vault to you at any time, and you continue on the free individual plan.
Secure exchange for regulated financial firms
These plans are best suited for smaller practices of financial planners, advisors, executors, wealth managers; portfolio managers; and growing teams.
Save 16%
ANNUALLY
ANNUALLY
Standard
For small teams concerned about secure
$1927$1622
per user / month per user / annually
Minimum 3 users
- 150 Drawers total capacity
- Web and Mobile applications
- Unlimited Collaborators (fair usage policy applies)
- Your own URL (yourname.sidedrawer.com)
- Simplified PDF completion and digital signatures
- Multiple info gathering workflows
- Automatic data storage on appropriate Canadian, US, or other regional servers
- Multi-cloud storage with redundancies and back-up
- Multi-factor authentication
- Full API Access
- SOC 2 Type II Audit Certification
- Onboarding & Support
- Chat & Email Support
- 95%+ positive customer support experience
Most Popular
Premium
For growing practices with advanced needs
$3447$2839
per user / monthper user / annually
Minimum 3 users
- All Standard features, plus:
- 300 Drawers total capacity
- Layout customization
- Enhanced file and data collection
- Branded client login page
- Customize email notification messaging
- Enhanced Teams collaboration functionality
- Integration with third-party storage for enhanced productivity (Google, Dropbox, OneDrive, SharePoint)
- Salesforce integration (included on 1yr commitment at US$5/C$7 per month included in price)
- Guided client communication with controlled, compliant messaging
- Access to SideDrawer Desktop
- Premium Live Support
- Optional Add-Ons: Statement Delivery Services; Full Domain; eSignature
Business
For firms with complex needs
$4867$4056
per user / monthper user / annually
Minimum 5 users
- All Premium features, plus:
- 1,000 Drawers total capacity
- Advanced metadata field customization
- Multi-professional management capability
- Mix ‘n match subscriptions between Tenants & Affiliates
- SideDrawer Desktop app for local storage real-time sync
- Technical process flow consultation
- Enterprise-type Live Support
- 2 hours onboarding & migration support
- Optional Add-Ons: Statement Delivery Services; Full Domain; eSignature
For Teams & Independent Networks
Available Modules on Business plans
Vault & Storage
- Regional storage (Canada / US / Other)
- Dedicated PII database
- Data ownership flexibility
- WCAG Accessibility compliant
Collaboration & Exchange
- Inbound & outbound file exchange
- 3rd-party access (accountants, lawyers, family)
- Role-based permissions
- Multi-user vault access
Workflow & eSignature
- Smart forms with conditional logic
- OneSpan / DocuSign integration
- Wet + eSign capability
- Advisor-assisted or self-serve initiation
Watch a Pre-recorded Webinar Now
▶
Advisor’s Top 10 Questions on our Platform
Pricing FAQ
No. Collaborators — your clients, their accountants, lawyers, estate trustees, and family members — are unlimited and free. You only pay for admin users on your team. Most advisor practices pay for 1–3 admin seats regardless of how many households they manage.
Pricing is based on the number of admin users, not households. Each plan includes a defined household limit, and volume and annual discounts are available. The number that tends to surprise advisors: a practice managing 300+ households typically needs only 1–3 paid admin seats.
You own your SideDrawer environment. Client records can be exported, transferred, or archived at any time. You can also transfer the drawer to the client who can opt to continue using the platform under our Individual plans.
No. You control client permissions. You can configure clients as viewer-only — they can see their documents but cannot delete, modify, or move them. Every action is logged with a timestamp and user attribution, so your audit trail is always intact.
No — SideDrawer is the document relationship layer, not a replacement for e-signature. Your e-signature tool handles the signing event; SideDrawer manages everything around it: document requests, delivery, organization, client access, and the ongoing audit trail. They work together.
SideDrawer uses AES-256 encryption at rest and in transit, two-factor authentication, built-in virus and malware scanning on every upload, and full audit trails on every user action. Data is stored on Canadian, US or designated servers with SOC 2 Type II certification. The architecture was built specifically for regulated financial services — not adapted from a general file-sharing tool.
Yes. SideDrawer uses a role-based permission model at the folder level — not document by document. You can assign viewer, contributor, or admin access independently across your team, clients, and third-party collaborators like accountants or estate lawyers. Changes take effect immediately and are logged.
Yes. SideDrawer integrates with OneDrive, SharePoint, Dropbox, and Google Drive for document syncing, and connects to advisor CRM platforms natively or via Zapier and API. If you're already in Office 365, the OneDrive connection is available at no additional cost and is a common starting point for practices transitioning from shared drives.
Enterprise SaaS — SideDrawer hosts and manages all infrastructure. Your firm gets a branded, segregated environment with dedicated storage, SSO, and white-labeling. Ideal for firms that want enterprise-grade capabilities without owning the underlying platform.
Enterprise PaaS — Full infrastructure ownership. Your cloud, your authentication engine, your branding end-to-end. SideDrawer powers the engine beneath. Maximum control, data sovereignty, and white-label capability down to the mobile app icon.
One platform. Three enterprise deployment models.
Whether your firm needs segregated cloud infrastructure, an advisor-funded model, or a fully dedicated stack — SideDrawer has a deployment for your architecture and commercial structure.
Enterprise SaaS
Enterprise-owned,
SIDEDRAWER-managed
Best for organizations that want strong data control without full infrastructure ownership.
- Your data stays in your cloud — SideDrawer manages the platform, your team controls the keys and infrastructure.
- Full data residency and SSO control, without the overhead of owning the entire environment.
- $50,000 Minimum Annual Fee based on any of the models described below.
Enterprise SaaS - Hybrid
enterprise-governed,
Advisor-fundeD
Best for large firms with independent advisor networks where technology adoption isn't uniform.
- The firm governs the infrastructure and integrations; Advisors subscribe and pay independently on their own.
- Ideal when advisor adoption varies — no firm-wide mandate required, no paying for seats that won't be used.
$100,000 Minimum Annual Fee combined between Enterprise and Advisor subscriptions.
- Some pricing models may not apply.
Enterprise PaaS
Dedicated infrastructure,
full ownership
Best for enterprises seeking firm-wide deployment across multiple business lines, each with unique needs.
- Implement a broad solution across the organization for enhancing the secure exchange experience (such as replacing secure email) across every business line or product area.
- The platform can be fully configured to meet the unique needs of each business line, use case or client journey.
$350,000 Minimum Annual Fee based on any of the models described below.
CHOOSE FROM FLEXIBLE ENTERPRISE PRICING MODELS
Per Seat
Priced by the number of users in your environment. Predictable and budget-friendly for firms with consistent headcount where most licensed users are actively on the platform month-to-month. Most firms would integrate SideDrawer (or "Digital Vault") into existing Advisor Desktops, CRMs or client portals to streamline daily operations.
Per Vault
Priced by the number of client vaults provisioned in your environment. Cost aligns directly to your book of business — you pay for the relationships you manage, not the users managing them. Best suited for advisor-led or client-facing deployments where vault count is a more stable unit than seat count.
Per Monthly Active Vault
Priced only on vaults with activity in a given month — dormant vaults don't count. Ideal for firms with uneven engagement across their client base, seasonal activity, or large books where not every client is actively using the platform at any given time. You get the infrastructure for your full book without paying full price for it.
Not available in Enterprise SaaS - Hybrid.
Credits / Consumption-Based
A pre-purchased credit pool drawn down based on platform activity — document uploads, API calls, eSignatures, vault provisioning, and similar events. Maximum flexibility for firms with variable or unpredictable usage patterns. High-volume months draw from the same pool. No surprise overages.
Not available in Enterprise SaaS - Hybrid.
Mix 'n Match
For Enterprise PaaS customers, different business lines may require a combination of different models. We can help guide the right pricing model for your business needs.
Pricing FAQ
All data is stored on Canadian, US, or a regional server designated by the client. SideDrawer is SOC 2 Type II certified, with AES encryption at rest and in transit. See our Security page for more details.
Pre-built integrations exist for major CRMs. For platforms not yet natively supported, API and Zapier connections are available. Ask your rep about your specific CRM — the answer is always given upfront, not deferred.
No. Enterprise clients receive dedicated Azure, AWS, GCP or other preferred storage environments. Your data doesn't coexist with another organization's data — this is architecturally guaranteed, not just a contractual commitment.
Each business line can operate as a fully isolated tenant with strict access boundaries. Data co-mingling between LOBs is prevented at the architecture level — not just through policy controls. This meets the information barrier and regulatory segregation requirements common in regulated financial institutions.
Yes. SideDrawer supports SSO (SAML/OIDC), configurable MFA, and integration with existing identity providers including Okta and Azure AD. Authentication policies are configurable per enterprise deployment to match your security standards.
Yes. SideDrawer's API-first architecture connects to Salesforce via OAuth2. Document vault activity can be surfaced directly in Salesforce. It follows your existing authentication and data access patterns — no custom engagement required.
SideDrawer is designed to run alongside existing IT initiatives, not compete with them. The integration footprint is lightweight by design — many institutions deploy SideDrawer in parallel with CRM migrations specifically because it doesn't require their core IT resources.
SideDrawer has completed vendor management processes at multiple tier-1 Canadian financial institutions. SOC 2 certification, security posture documentation, and institutional references are available on request. Raising this in your first call gets the full package to your procurement team faster.
SideDrawer is SOC 2 Type II certified. Enterprise deployments run on dedicated infrastructure with encryption at rest and in transit, configurable MFA, immutable audit trails, and role-based access controls. Full security documentation — including posture reports and compliance evidence — is available for vendor risk and procurement teams on request.
Every document action — upload, access, share, modification, deletion attempt — is logged with a timestamp and user attribution and cannot be altered. Audit logs are maintained at the individual LOB level and are accessible to compliance and governance teams independently per business line. This supports both internal governance requirements and external regulatory examination readiness.
SideDrawer's API-first architecture exposes 650+ endpoints covering document management, user provisioning, permissions, audit events, and workflow automation. Authentication follows modern standards and integrates with existing enterprise identity providers. Institutions have used the API to connect SideDrawer to Salesforce, internal portals, and batch delivery pipelines.
Enterprise SaaS can be a managed deployment while in PaaS the enterprise can take on full ownership as well as management.
Not if you don't want. PaaS deployments can be fully white-labelled — SideDrawer can be invisible to your end users. We recommend you maintain an enterprise wide product called Digital Vault, with a subdomain of digitalvault.yourfirm.com to centralize all client and 3rd party exchanges.
Approximately 90% of UI-facing features — including smart form builder, document delivery rules, permission settings, team management, and notification behaviour — are configurable via toggles in the admin console without development work. For the remaining customization, every console-visible setting has a corresponding API endpoint for programmatic control. The platform is designed to let your operations and compliance teams manage the platform without depending on a developer for day-to-day changes.
SideDrawer exposes 600+ API endpoints covering document management, user provisioning, permissions, audit events, form workflows, and data lifecycle management. Authentication follows OAuth2 standards and integrates with existing enterprise identity providers. Every entity in the platform — folders, files, forms, permissions, reminders — has configurable parameters accessible via API, including expiration dates and soft/hard delete behaviour. Configuration can be exported and promoted across environments, supporting standard CI/CD practices. Institutions have used the API to connect SideDrawer to Salesforce, internal portals, ECM systems, and batch document delivery pipelines.
Yes. Each business line operates as an isolated tenant with its own branding, language settings, and permission configuration. UI models can be configured to deliver entirely different client experiences per LOB — what a retail banking client sees can look and behave differently from what a wealth management client sees, while running on the same underlying infrastructure.
Yes, and this is the standard PaaS pattern. SideDrawer renders as an iframe within your existing portal, with full in-iframe navigation and bidirectional JavaScript messaging between the parent application and the SideDrawer layer. The iframe can be filtered by passing parameters (e.g., account number) from your portal to display only the relevant client content. Your clients never leave your portal — SideDrawer's document workflows surface inside the experience they already know.
Build on top of SideDrawer. Sell alongside it.
Two partnership models for fintechs, platforms, and distribution partners looking to embed secure document exchange or bring SideDrawer to their client base.
Embed
API-first, embedded deployment
Best for startups, fintechs and technology platforms that want to incorporate secure collaboration into the product.
- Vault infrastructure provisioned via API — no SideDrawer UI visible to your end users.
- Benefit from turn-key implementation of secure, governed, and compliant storage with embedded permissioning.
- Flexible pricing models to accomodate your revenue model.
Resell
Distribution partner model
Best for platforms, networks, and service providers that want to add secure collaboration as a value-added product.
- Resell under your brand — your pricing, your margin, your client relationship.
- SideDrawer handles platform, compliance, and L2/L3 support. You own L1 and the commercial layer.
Pricing FAQ
For API integrations, pricing is based on how your platform uses SideDrawer — not a fixed per-seat model. Per Vault pricing charges for each active vault provisioned. Per Monthly Active Vault pricing charges only for vaults with activity in a given month — dormant vaults don't count. Credits-based pricing gives you a pre-purchased pool drawn down by API calls, document events, eSignatures, and provisioning actions. We work with each partner to determine the model that best fits their usage pattern and commercial structure.
Yes. Both partnership models support full white-labeling — your domain, your logo, your copy dictionary. For the Integrate as Infrastructure model, SideDrawer's UI never surfaces to your end users at all. For the Resell model, the product is deployed under your brand with your domain and your support identity.
Under both partnership models, L1 support is owned by the partner. Your team handles direct client-facing inquiries, provisioning requests, and first-line troubleshooting. SideDrawer provides L2 and L3 support — platform-level issues, infrastructure, and escalations — under SLA. This keeps your brand front and centre in every client interaction, while SideDrawer handles what's happening under the hood.
Most integrations reach a working state within 4–6 weeks. SideDrawer's API documentation covers 600+ endpoints with authentication, event handling, and workflow patterns. Your team drives the integration; SideDrawer's partner team provides technical onboarding, sandbox access, and a dedicated integration contact throughout the process.
Yes. SideDrawer's multi-tenant architecture enforces full data isolation at the vault and tenant level. Your clients' data is never co-mingled with another partner's or enterprise's environment. For partners with heightened data residency or sovereignty requirements, dedicated storage environments are available.
Resell agreements are structured as wholesale pricing with a partner margin built in. You set your own pricing to your clients. Contract terms, minimum commitments, and revenue share structures are negotiated based on partner size and projected volume. Contact our partnerships team to discuss specifics.
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