Financial Advisors Grow with SideDrawer - SideDrawer

Give your clients a secure digital vault experience that feels like you. With SideDrawer, financial advisors can instantly create a white-labeled portal—customized with your logo, colors, and domain—without needing IT support.

Why Advisors Love It:

Branded environment aligned with your firm’s identity
Integrated directly into your website or client app
Seamless experience across files, forms, eSignatures, and more
Flexible access for family members and third-party professionals
Frictionless interactions that increase trust and retention

SideDrawer makes it easy to engage prospects and gather discovery data without ever using email. Use secure, branded forms and file requests to collect the right information—right from your website, CRM, or onboarding workflow.

No more back-and-forth or chasing missing documents. Every request can be templated, automated, and triggered via API or low-code tools like Zapier.

What You Can Achieve:

Launch personalized onboarding journeys in a click
Pre-fill forms and requests to reduce friction
Automate data capture for KYC, suitability, risk tolerance, and more
Deliver a secure and professional experience—even for unauthenticated prospects
Collect 3–5x faster and save hours per engagement

Every additional person in an email chain increases risk. Phishing, ransomware, and mailbox takeovers are now the top threats to client confidentiality and enterprise compliance.

With SideDrawer, sensitive documents and communications stay out of email entirely. Our vault uses a zero-trust security model, end-to-end encryption, and granular access controls—ensuring that only authorized users ever see your data.

Enterprise-Grade Security Built In:

100% removal of sensitive info from inboxes—no more attachments or risky links
Real-time malware and virus scanning on every uploaded file
Role-based access for clients, advisors, family, and third parties
Audit trails and compliance-grade visibility for regulators and oversight teams
40% fewer emails per engagement, reducing exposure and boosting efficiency
SOC 2-compliant infrastructure with advanced monitoring and threat detection

Security isn’t a feature—it’s foundational. SideDrawer helps you meet today’s rising expectations for privacy, data residency, and cybersecurity with every interaction.

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

SUCCEED THROUGH ORGANIZATION

Independent advisors want to serve clients and grow their practice

Document management admin can take up hundreds of hours of your precious time.

Meeting prospects takes time, ideally you could screen for best-fit in advance
Onboarding clients takes time, but disparate, clunky processes and platforms delay the process forcing you to chase them
Gathering information is a delicate balancing act between imposing on your clients but extracting as much as possible to effectively to do the job
Multiple platforms and subscriptions means you're spending time between different systems
Maintaining records of client notes, exchanges, information shared is a burden

Please select

Digital Vault for Security & Privacy Conscious Financial Advisors

Trusted by 1,000+ Advisors (and growing)!

See how we enhance your practice:

Turn key efficiency, security, compliance and client experience

"Our entire process is now centered around SideDrawer. Every prospect, lead, or new client, and existing clients of course, are managed through SideDrawer. We share any financial plan, insurance policy etc., right through the platform."

Dewdney&Co

Launch a Fully Branded Client Portal In Minutes

Why Advisors Love It:

Branded environment aligned with your firm’s identity

Integrated directly into your website or client app

Seamless experience across files, forms, eSignatures, and more

Flexible access for family members and third-party professionals

Frictionless interactions that increase trust and retention

Automate Client Discovery & Prospecting—from First Touch to Fully Onboarded

SideDrawer makes it easy to engage prospects and gather discovery data without ever using email. Use secure, branded forms and file requests to collect the right information—right from your website, CRM, or onboarding workflow.

No more back-and-forth or chasing missing documents. Every request can be templated, automated, and triggered via API or low-code tools like Zapier.

What You Can Achieve:

Launch personalized onboarding journeys in a click

Pre-fill forms and requests to reduce friction

Automate data capture for KYC, suitability, risk tolerance, and more

Deliver a secure and professional experience—even for unauthenticated prospects

Collect 3–5x faster and save hours per engagement

Security Designed for Regulated Firms

Every additional person in an email chain increases risk. Phishing, ransomware, and mailbox takeovers are now the top threats to client confidentiality and enterprise compliance.

With SideDrawer, sensitive documents and communications stay out of email entirely. Our vault uses a zero-trust security model, end-to-end encryption, and granular access controls—ensuring that only authorized users ever see your data.

Enterprise-Grade Security Built In:

Security isn’t a feature—it’s foundational. SideDrawer helps you meet today’s rising expectations for privacy, data residency, and cybersecurity with every interaction.

"It’s actually comforting to know all of our vital information is in one safe place. 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

Families are not organized and it creates stress for them

Most families do not have adequate record keeping of their most important documents - it's spread across between storage platforms and email addresses.

By using SideDrawer, you will be populating all the essential documents into a central repository that they can re-use with others and share with their family members.

Manage all your relationships

Easily add relationship titles for clarity and transparency, and easily identifying those who have access between your professional network, principals and stakeholders.

Users with appropriate permissions can extend access appropriately.

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

Want to learn more?

Document management admin can take up hundreds of hours of your precious time.

Meeting prospects takes time, ideally you could screen for best-fit in advance

Onboarding clients takes time, but disparate, clunky processes and platforms delay the process forcing you to chase them

Gathering information is a delicate balancing act between imposing on your clients but extracting as much as possible to effectively to do the job

Multiple platforms and subscriptions means you're spending time between different systems

Maintaining records of client notes, exchanges, information shared is a burden

Merging firms or hiring others?

SideDrawer's multi-advisor capability is centered around data privacy, data access and security, without compromising any of the productivity gains!

Tenants and Affiliates capability allows strict segregation of data access while allowing shared admin support to support individual practices.

SideDrawer's admin savings can lead to 40% capacity growth in your business from reduced admin work!

Traditional wealth business models dictate adding admin support for each 125 households, or $50 million in new assets.

With increased efficiency, SideDrawer clients are able to defer new admin hiring to 175 to 200 households, due to the automation and workflow efficiencies of SideDrawer.

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 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.

Start with SideDrawer!

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