Every advisor in your network. One client experience standard. Under your brand.
Independent dealer networks face a specific challenge: every advisor runs their own client relationships with their own habits, their own shared drives, and their own approach to document exchange. SideDrawer deploys under your firm’s brand — giving every advisor a consistent, compliant infrastructure without overriding their autonomy.
The Network Consistency Problem
You have 200 advisors. You have 200 different approaches to client document exchange.
No visibility across the advisor force
Every advisor manages their own client relationships their own way. The firm has no visibility into document status, no way to enforce a client experience standard, and no audit trail that spans the network.
Compliance exposure at the advisor level
When a compliance review arrives, staff must contact each advisor individually to reconstruct document history. There’s no firm-level record of what went to which clients, when, and whether it was received.
Client experience that reflects the advisor, not the firm
Clients see the advisor’s personal shared drive, not the firm’s brand. The experience varies from excellent to embarrassing depending on which advisor they’re assigned to.
The Network Model
One platform. Every advisor. Consistent experience across every client relationship.
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White-label deployment Clients see your firm’s brand across every touchpoint, not SideDrawer’s
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Multi-brand tenant support Manage multiple brand affiliations from one platform; data viewable combined or segregated by brand code
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Firm-level advisor dashboard Visibility across all client relationships and document request status across the entire advisor force
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Admin vs. collaborator pricing Pay per advisor admin; clients, family, and third parties are unlimited and free
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Regional data residency Data and documents can be kept in US, Canadian or other regions as determined by the client
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Multi-language localization Built for markets where clients may have multiple language needs
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RBAC at every level Firm-level, advisor-level, and client-level permissions; define exactly what each role can see and do
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Onboarding workflows Structured client onboarding replaces email follow-up; completion tracked across all advisors
“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
Built for Distributed Advisor Networks
The infrastructure that makes a 500-advisor network look like one firm.
Firm-wide brand consistency
Every advisor, every client, every interaction carries your firm’s brand. Clients don’t see individual advisor habits — they see the firm.
Network-level visibility
The firm dashboard shows document request status, vault activity, and compliance indicators across every advisor relationship. No more chasing individual advisors for status updates.
Regional data residency
Data services can be configured for Canadian, US or other regional storage locations.
Admin efficiency that scales
One operations staff can support multiple advisors. Structured information requests replace email follow-up. Onboarding is fast and generates client compliments.
From Practitioners
The network effect: when every advisor runs on the same infrastructure.
“No Advisor would give up SideDrawer. The impact to their practice and client experience is too positive.”Yevheniia Vostrikova — New Outlook Wealth
“We were already a digital practice, but because of SideDrawer, I am now able to support 7 advisors due to its admin efficiency.”Kayla Munro — New Outlook Wealth
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Common Questions
What your compliance and operations leads will ask.
Can we enforce a consistent onboarding workflow across all advisors?
Yes. Document request workflows can be defined at the firm level. Every advisor uses the same structured intake process — clients receive the same experience regardless of which advisor they’re assigned to.
Do we lose advisor autonomy when we standardize?
No. The firm sets the framework; advisors operate within it. Advisors manage their own client relationships and vault organization. The firm gets visibility and compliance coverage — advisors get a better tool.
What does the multi-language version actually cover?
The client-facing interface, document request workflows, notifications, and vault navigation are all available in any language.
How does multi-brand work if we have multiple affiliated brands?
SideDrawer supports multi-brand tenant configurations. Multiple brand affiliations are managed from one platform — data is viewable combined or segregated by brand code. Each brand deploys under its own identity.
Is regional data residency confirmed and documented?
Yes. All data at rest is stored in Canada, US or a location of the client's choice.
How long does advisor onboarding take?
Most advisors are operational within a day. The platform is intuitive enough that client training is minimal — Rebecca Gregoire at New Outlook Wealth described it as “minimal, if anything.” Client invitations are sent from a branded portal the client recognizes.
How SideDrawer Works for Independent Dealer Networks
Common questions from compliance, operations, and executive leads at independent dealer networks. If you need more detail, book a discovery call — we’ll walk through how this works for your specific advisor force.
Ready to give your entire advisor network one client experience standard?
Book a discovery call — we’ll walk through how SideDrawer deploys across a distributed advisor force, what the white-label configuration looks like, and how other dealer networks have rolled it out.
Talk to Our Team
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