Your clients have a lawyer, an accountant, and an estate trustee. They all use email. That’s the problem.
SideDrawer gives every client relationship its own vault — one authoritative place that every permitted party accesses with defined permissions. No forwarding required.
The Multi-Party Problem
Every HNW client relationship has eight parties. You’re coordinating them all over email.
Version fragmentation across all parties
The estate attorney has one version of the will, the accountant has another, the advisor has a third. Nobody knows which is current. The client gets asked for the same document three times.
Audit trail that lives in inboxes
When a compliance review arrives, reconstructing which documents went to which parties and when means searching through three advisors’ email archives. That’s not an audit trail. That’s archaeology.
Client relationships that don’t survive advisor transitions
When an advisor leaves, their email history leaves with them. The client relationship loses its institutional memory. The next advisor starts from scratch.
The Vault Model
One vault per client household. Every party, every document, one authoritative source.
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Vault as authoritative document source Resolves version fragmentation across clients, advisors, and third parties
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Private and shared drawers Enables collaboration across client households and trusted third parties
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Multi-generational relationship continuity Family members inherit access, not chaos; the vault outlives the advisor relationship
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RBAC per collaborator Define exactly what each party (lawyer, accountant, trustee, family member) can view, upload, download, or sign
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Immutable audit trail Every action logged with timestamp; available for compliance review or estate settlement
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Cross-vault search Find anything across all client relationships; RBAC-enforced so each user only surfaces what they’re permitted to see
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Branded client portal Operates under your firm’s name, not SideDrawer’s
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iFrame embedding Surface vault client action items inside your existing advisor portal
“Compliance is onerous and will increase over time, so we need to offer more and we need to collect more data. It needs to be done securely and efficiently. SideDrawer does that for us.”Christopher Dewdney — Dewdney & Co.
Built for Private Wealth Relationships
The infrastructure layer that makes multi-party coordination invisible.
One vault per household
Every client relationship gets a permanent, structured home. Documents, requests, signatures, and collaborators — all in one place, organized the way you set it up.
Multi-generational continuity
Family members are added as collaborators with scoped access. When the next generation inherits the relationship, they inherit the vault. The advisor’s position compounds.
Cross-vault search
Search across all client relationships simultaneously. RBAC-enforced so every user only surfaces what they’re permitted to see.
Compliance-ready by design
Immutable audit trail on every interaction. Clients cannot delete compliance records. Version control means no document is overwritten without a record.
From Practitioners
When the vault becomes the center of the practice, the practice runs differently.
“Younger clients love it, and with more senior clients we are getting their children involved, so this also drives introductions to the family in a non-invasive manner.”Christopher Dewdney — Dewdney & Co.
“Tax season was a real eye opener of the impact the platform can have on the efficiency of our practice. We just added the accountant as a Collaborator — and it simplified the entire process.”Frank Gasper — CSR Wealth
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Common Questions
What advisors ask before they start.
Do collaborators (lawyers, accountants, family) cost extra?
No. Collaborators are not charged. You pay per admin user — the advisors who manage vaults. Every third party you add to a client vault is free regardless of how many you add.
What happens to the vault when the client passes away or transitions?
This is completely configurable depending on how you run your practice. The vault can be passed to the client to maintain, or it can transfer to named successors with the permissions the advisor set. Estate trustees and family members who may already be collaborators can maintain their access. The document record is preserved regardless of what happens to the advisor relationship.
Can I add a client’s accountant without giving them access to other clients?
Yes. Every collaborator is added at the vault level with RBAC permissions scoped to that specific relationship. An accountant added to one client’s vault cannot see any other client’s data — not even the existence of other vaults.
Is data residency confirmed?
Yes. All data at rest is stored in a designated region.
What if a client deletes something I’m required to keep?
Clients can be set as viewer-only. They can be restricting from deleting compliance records. Every action is immutably logged.
How long does onboarding take?
Anywhere from 1 hour to 2 weeks depending on the complexity, the integraiton, the approach desired. Clients receive a branded invitation — most activate without requiring advisor assistance.
How SideDrawer Works for RIA & Private Wealth Firms
Common questions from wealth managers and practice leads. If you need more detail, book a private walkthrough — we’ll walk through the platform with your specific client relationships in mind.
Ready to give every client relationship a permanent home?
See the vault model in practice. Book a private walkthrough — we’ll show you how SideDrawer works for your specific client relationships and HNW practice structure.
Book a Private Walkthrough
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