You can't run Private Wealth on Public Email.
Every day your advisors are chasing documents over email, sending encrypted attachments clients won't open, and coordinating estate planning through threads no one can audit. SideDrawer gives every client relationship its own vault — organized, secure, and built for the relationships you're trying to protect.
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Who We Serve
Built for how your firm actually works
Select the model that fits your practice.
Multi-generational relationships deserve multi-generational infrastructure.
Private wealth relationships don't end with a single client. They span spouses, children, estate trustees, and family offices. SideDrawer gives every generation its own access layer — within the same vault structure the advisor manages.
- Vault per household — not per client file or email thread
- Private and shared drawers — collaboration across families and trusted third parties, without email
- RBAC per relationship — define exactly what each party can view, upload, download, or sign
- Cross-vault search with RBAC enforcement — advisors search all relationships; each user surfaces only what they're permitted to see
- iFrame embedding into your existing advisor portal — client action items surface in the host experience
- Three deployment tiers — SaaS through Enterprise PaaS; scale as your firm grows
Consistent client experience across every advisor in your network.
Independent dealer networks face a compliance and brand challenge: hundreds of advisors, hundreds of different client experiences. SideDrawer solves both by deploying under your brand, with your compliance controls, across your entire advisor force.
- White-label & co-brand — clients see your firm's name, not SideDrawer's
- Multi-brand tenant support — manage multiple brand affiliations from one platform; data viewable combined or segregated by brand code
- Advisor dashboard — visibility across all client relationships; no more chasing document status
- Pricing model: per admin user — clients, third parties, and family members don't count
- Regional data residency confirmed — SOC 2 Type II; AES-256 encryption at rest and in transit
- Multi-language support .
Structured document collection across an 80–100 document financial plan.
Financial planning engagements are document-intensive. Tax returns, benefit statements, insurance policies, estate documents — all collected, organized, and audited over a multi-month engagement. SideDrawer replaces the email chain with a structured vault lifecycle.
- Structured document requests — digital, conditional, with status tracking across all clients
- B2C vault lifecycle — planner engages client → assigns vault → completes financial plan → turns vault over to client on free B2C model → client returns to planner when ready
- Client stays on the platform after engagement ends — your brand remains their document home
- Back-office approval/reject workflows — client submits → ops reviews → approves or rejects inline; no email round-trips
- Estate readiness — vault becomes the permanent document home for the family, not just the planning engagement
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