The exchange infrastructure for client-facing regulated firms.
Secure document exchange, structured workflows, and full audit trails — built for regulated industries.
Governance-Ready Document Exchange for Regulated Firms
SideDrawer gives financial institutions a dedicated, client-controlled vault environment — with SOC 2 Type II compliance, a full audit trail on every interaction, and white-label deployment built in from day one.
Deployed at Tier-1 banks and insurance firms. Physically segregated at the Azure, AWS or GCP tenant level, with client-held keys and no cross-pollination of data or metadata between clients.
Explore for Institutions
Built for enterprise compliance, from the ground up.
Dedicated Tenant Isolation
Physical-level segregation of data and documents, PII, and metadata exclusively in your environment with client-held keys.
SOC 2 Type II Certified
Bank-grade encryption at rest and in transit with a variety of security controls implemented.
100% Audit Trail
Every document interaction, access event, and workflow step is logged. No manual assembly for compliance reviews or regulatory examinations.
White-Label Deployment
Deploy under your firm’s brand. Your portal, your domain, your client experience — SideDrawer runs as the governed infrastructure underneath.
Replace Email-Based Client Workflows with Structured Vaults
SideDrawer replaces email threads and shared drives with branded client vaults — structured document requests, approval workflows, and full visibility for every advisor and every client relationship.
Built-in workflows move document collection 2–5× faster than email-based exchange, with significantly reduced errors and a compliance audit trail your team can access on demand.
See the Advisor Platform
Everything an advisor needs. Nothing a client has to learn.
Structured Document Requests
Send a request, clients upload directly to their vault. No email attachments, no version confusion, no chasing down missing documents.
Branded Client Portals
Deploy under your firm’s brand. Clients see your name, your logo, your experience — building trust with every interaction.
Advisor Dashboard
Full visibility across all client relationships. See outstanding requests, completed documents, and recent activity — without digging through inboxes.
Guided Onboarding Workflows
Structured onboarding checklists that walk new clients through document collection — built in, not bolted on. Approvals, acknowledgements, and e-sign are all part of the platform.
The platform wealth management firms choose to replace email
One Secure Place for Every Document That Matters
SideDrawer gives families and individuals a single organized vault for wills, insurance policies, property records, tax documents, and every other file that matters — accessible to the people you trust, protected from everyone else.
Share with family members, your financial advisor, or your lawyer. Revoke access at any time. Nothing leaves SideDrawer as an email attachment.
Learn More
Organized. Secure. Simple enough for anyone.
Organized by Category
No folder chaos. SideDrawer structures your documents by type — estate, financial, insurance, property — so everything is findable from day one.
Share With People You Trust
Add family members, your advisor, or legal contacts. Granular permissions mean each person only sees what you want them to see.
Bank-Grade Encryption
Every document is encrypted at rest and in transit. No email attachments, no insecure shared links, no wondering who has a copy.
Free to Get Started
Start organizing your most important documents today. Upgrade only if you need more storage or sharing options.
Everything you need to protect what matters most
Build Secure Document Workflows Without Building the Infrastructure
SideDrawer exposes 100% of its platform capabilities through 650+ REST API endpoints — vault storage, RBAC, document workflows, audit trails, webhooks, and AI-ready document indexing. Your team builds the product. SideDrawer handles the plumbing.
Explore the API Docs
Three ways to integrate
Full UI/UX under your brand
Fully customized application deployed under your brand and domain. Used by Tier-1 Canadian banks.
Embed into any existing application
Drop SideDrawer into your existing portal in days, not months. Mobile-ready via webview. Accepts bearer token + refresh token authentication.
Build your own UI on top
100% API coverage means nothing is locked behind the UI. Enterprise clients are already building internal API abstraction layers on top of SideDrawer.
The developer details that actually matter.
Flexible Authentication
Using OIDC and SAML SSO for users and machine-to-machine capability. Implemented with a variety of auth patterns.
Production-Grade Webhooks
Subscribe at tenant, drawer, record, or file granularity.
AI-Ready Document Architecture
Uploaded files are OCR’d, vectorized, and stored in a semantic database. Plug in your chosen LLM, while RBAC is enforced at the search layer.
Document Generation
Smart form submissions trigger PDF generation. Returns a PDF binary for downstream e-sign, storage, or routing into enterprise systems.
Sandbox = Production
The sandbox API surface is identical to production — same endpoints, same auth patterns, different base URL. Start building before your enterprise environment is provisioned.
Security & Governance
Sensitive Information Deserves More Than Basic File Sharing
Every document and interaction inside SideDrawer is protected by advanced encryption, granular access controls, and built-in governance — so your compliance team has the evidence they need without assembling it manually.
Whether you’re working with clients, internal teams, regulatory partners, or family members, SideDrawer gives you full visibility and control over who accesses what, and when.
Your secure vault. Available anywhere.
Human-first design
Built for advisors and clients — not IT administrators.
Relationship-centered vaults
Organized by client relationship, not folder hierarchy.
Compliance built in
Audit trails and governance baked into every interaction.
Guided workflows
Structured document requests, approvals, and acknowledgements.
Organized from day one
Templates and structure that eliminate folder chaos from the start.
High-touch onboarding & support
Dedicated support for firms and their clients from day one.
API & integration ready
Connect SideDrawer to your CRM, wealth platform, and existing systems.
White-label capable
Deploy a fully branded vault under your firm’s own identity.
Open Architecture
AI Will Change.
Your Digital Workspace Shouldn’t Have To.
AI tools and platforms are evolving rapidly — the model your firm adopts today may be replaced in 18 months. SideDrawer’s open architecture is designed for this reality.
Integrate emerging AI capabilities as they mature, without rebuilding your document and client collaboration foundation around each new tool. SideDrawer is the structured continuity layer — where your documents, client history, and workflows persist regardless of which AI tools sit on top.
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