Every client document. One place. Not scattered across custodian portals.
Investment statements, tax slips, and reporting packages arrive from multiple sources in different formats on different schedules. SideDrawer consolidates everything into one organized vault per client — delivered under your brand, not a custodian interface your clients weren’t trained on.
The Daily Reality
Your clients have three custodians, two fund providers, and one inbox they can’t keep organized.
Statements from multiple sources, no single view
Clients receive PDFs from multiple custodians in different formats, none of which are organized into a coherent picture of their portfolio. They call you to ask where things are because no one else has the full picture.
Reporting packages sent over email get lost
Quarterly and annual reports delivered as email attachments get buried, forwarded incorrectly, or opened on devices that don’t retain them. There is no record of whether the client actually received and reviewed the package.
Audit reviews require reconstructing document history manually
When a compliance or regulatory review arrives, staff must manually reconstruct which documents went to which clients, when, and whether they were opened. That is not an audit trail — it is a reconstruction exercise.
The Vault Model
One vault per client. Every document source consolidated in one place.
-
Multi-source statement consolidation Investment statements from multiple custodians organized in one client vault
-
Tax slip storage T3s, T5s, and annual slips collected and organized by tax year per client
-
Investor reporting package delivery Distribute quarterly and annual packages directly into designated client vaults
-
Fund and trade documentation repository Prospectuses, trade confirmations, and fund docs stored with version control
-
Client portal for performance document visibility Branded, accessible, no custodian interface required
-
Audit-ready file organization Consistent structure across all client vaults; every action timestamped and immutably logged
-
Broadridge report routing Statements and reporting packages delivered directly into vault drawers by unique drawer ID
“The SideDrawer solution is exceptionally unique, as we can streamline our new client in-take process, digitally deliver a variety of statements from multiple sources, incorporate the referring advisor as a collaborator to those statements, all with a modern interface that’s very inviting for anyone to use.”Dale Hawthorn — BCV Asset Management
Built for Portfolio Operations
The infrastructure layer your portfolio operations team has been missing.
Consolidated client document view
Every statement, report, and tax slip from every source in one organized vault. Clients stop calling to ask where their T3 is.
Immutable audit trail
Every document interaction logged with timestamp and user attribution. Compliance and regulatory reviews start with a complete record, not a reconstruction exercise.
Firm-branded portal
Clients see your firm’s name, not the custodian’s or SideDrawer’s. The vault operates under your brand across every touchpoint.
API-connected delivery
Broadridge, nCino, and third-party report routing directly into designated vault drawers. No manual upload workflow required.
From Practitioners
Once your practice runs on SideDrawer, you won't want to go back.
"Once you start using SideDrawer, it's tough to think of another tool."John Baynham — Retirement Income Group
“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.
deployed
SideDrawer
document interaction
· Regional data residency
Common Questions
What your compliance and operations team will ask.
Can we route custodian statements directly into client vaults?
Yes. SideDrawer supports direct routing from third-party providers into designated vault drawers using unique drawer IDs. If an integration doesn't exist, SideDrawer has a 5-click process for uploading manifests and documents into unique client vaults.
How is document organization enforced across all client vaults?
The vault structure can be defined at the firm level. Every client vault may follow the same organization — resulting in consistent document types, folder structure, and naming conventions. Individual advisor habits don’t determine how client records are organized.
What happens to documents after a client leaves?
Full export available at any time. You own the data. The audit trail of document interactions is retained regardless of whether the client remains on the platform.
Does this work with our existing e-signature provider?
Yes. SideDrawer integrates with DocuSign and OneSpan. The e-signature workflow is embedded in the vault — no separate login required, and the signed document is stored directly in the client vault.
Is Canadian or US data residency confirmed?
Yes. All data at rest is stored in Canada, the US or a designated region determined by you.
How do we give clients access without training them on a new system?
Clients receive an invitation to their branded vault. There’s no new system to learn — they see their firm’s name, their documents organized by type, and a straightforward interface.
How SideDrawer Works for Portfolio Managers
Common questions from portfolio managers and operations staff. If you need more detail — we’ll walk through the platform with your specific workflows in mind.
Ready to consolidate every client document into one place?
See the vault model in practice. Book a private walkthrough — we’ll show you how SideDrawer works for portfolio manager operations and client reporting workflows.
Book a Private Walkthrough
.png)
.svg)
