A wealth practice routinely engages with multiple parties that risks exposing their data and documents

"As a firm, we mandate the use of SideDrawer for all Advisors, clients and our external partners due to security, convenience and compliance."


Yevheniia Vostrikova, New Outlook Wealth


Win family as new clients

57% of SideDrawer's wealth sector users add their family members as Collaborators. 

By helping clients organize their estate and financial information, you'll be exposed to their family members in a non-invasive manner, helping you support the next generation.


Let clients invite their network

Users with appropriate permissions, can easily add other users to access some or all sections of the vault, avoiding any shared links, adding users, and managing access passwords.


At all times there is transparency on who invited who, and at what time.


No unwanted access

Every user undergoes 3 levels of security clearance:

1. Platform access through login, password and MFA

2. Access to the specific SideDrawer

3. Access to the specific Record that contains the information.

Forwarding the email, or by hacking an email will not automatically grant access - ensuring all private and sensitive remains confidential! 



Granular and extensive permissioning

Ensuring access is provided on a needs-to-know basis is paramount for maintaining data privacy in highly regulated industries. 


SideDrawer's multi-role capability can segregate admin users from program management to client service, ensuring client data remains private and confidential.

Secure collaboration solution 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? 

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!