Digital Vault for Financial Services

Cyber risks and regulatory pressure around privacy continue to increase. Traditional storage solutions do not address these growing business and security pressures.

Use the leading digital vault to protect your most sensitive information and grow your practice.

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Trusted by top financial advisors—protecting assets today, fueling growth tomorrow.

Lead With Security In Your Client Relationships

 The 4,151% surge in phishing emails since ChatGPT launched isn’t just a number—it reflects how generative AI has revolutionized the tactics of cybercriminals. With AI tools, attackers can now rapidly craft personalized, error-free emails that closely mimic legitimate communications. This means even well-crafted traditional security filters and user training might not catch these sophisticated attacks, leaving sensitive information vulnerable. Put your information in a secure environment that builds their trust in you.

SideDrawer Business Use Cases
 

Manage All Sensitive Data in One Secure Platform

SideDrawer’s unified platform streamlines collaboration by centralizing data collection and automating workflows, accelerating information gathering by up to 3-5 times and reducing manual errors, so both your clients and team benefit from consistent, up-to-date data that drives faster decision-making and improved service quality.

Info Requests
 

Prioritize Data Privacy with Confidence

In today’s digital landscape, safeguarding data privacy and security has never been more critical as cyber threats and regulatory demands continue to escalate. Empower your business to operate with confidence by integrating advanced encryption, robust access controls, and seamless compliance workflows that ensure every piece of sensitive information is securely managed. This comprehensive approach protects your data and adheres to the highest standards of digital safety and regulatory compliance. By prioritizing these measures, you enable your organization to focus on growth and innovation, secure in the knowledge that your operational processes and client relationships are protected.

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Enterprise Platform for Seamless Operations 

SideDrawer is designed to grow alongside your business, providing seamless integration into your existing ecosystem so you can maintain efficiency and compliance without any disruptions. Its flexible and scalable infrastructure ensures that as your company expands, you can continue to deliver unparalleled client value while staying ahead of emerging industry demands. With software built for the modern enterprise, your business can thrive in an increasingly digital and fast-paced world, confidently managing both day-to-day operations and long-term success.

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Hear What Our Clients Are Saying

Frank Gasper at CSR Wealth

"SideDrawer is part of our daily business, starting every new engagement with an info request. This comforts them about the security of their data.

Tax season was a real eye opener of the impact the platform can have on the efficiency of our practice. We just added our client's accountant as a Collaborator – and it simplified the entire process that we would have to have across our clients. "

Read Frank's case study here >

Jill Chambers at Financial Concierge

Jill and her team work with seniors helping them age in place. With financial planning, daily money management and estate related support, the nationwide practice works with clients, their family members and their professionals on a regular basis.

SideDrawer has been a great tool for many of our clients - my clients who are in the 40-65 year age group have said “this is the cat’s meow, I like this.”

Read Jill's case study here >

Christopher Dewdney at Dewdney & Co

"When we describe SideDrawer as our cybersecurity solution for sensitive document exchange, clients are pleasantly surprised with the way SideDrawer looks and how it functions. As financial professionals gathering sensitive data and then producing sensitive data, having a portal that's pleasing and enjoyable to use is a win-win. Utility alone isn't enough, and a good user experience alone isn't enough.

Feedback and response time has been phenomenal. It's not just us, even our clients have said that response and support has been excellent. Since we provide white glove service, that end client service is important to us."

Read Christopher's case study here >

Bernie Geiss at Cove Continuity Advisors

"SideDrawer is already, and is increasingly becoming, more important in our practice. SideDrawer gives us the confidence that we’re doing the right thing, and gives our clients the confidence that we’re keeping their information safe.

We have had senior clients add their adult children as collaborators on their SideDrawers to help them on occasion. This significantly benefits the client because it allows for open communication, which is the basis of a successful continuity of transition."

Read Bernie's case study here >

Rolf Issler at Issler Group

"I came across SideDrawer because my wife asked me where all our insurance, banking and investment information was kept. The truth was it was all in a box – and that’s when it hit me that it wasn’t a proper solution. As I used SideDrawer and saw its convenient, intuitive interface, I was certain that if I needed this, then definitely my clients would need it as well.

Initially, I saw SideDrawer as a good value add tool. However, Info Requests and Sharepoint integration has enabled me to further enhance my firm’s efficiency by streamlining the requesting, gathering and organizing of this important information.

My clients love the technology – the simplicity, the ease of use. Interestingly, clients in their 50s and 60s are really liking the platform as well."

Read Rolf's case study here >

 

Personalize Your Services to Each Client's Needs  

SideDrawer’s robust platform helps financial advisors build unique client profiles based on each client’s financial data, preferences, and goals while still leveraging standardized processes for efficiency and scale. With secure, real-time information sharing and automated workflows, advisors can deliver truly personalized services that differentiate them in the marketplace.

Permissions - Editor and Viewer
 

Bring Your Brand Experience to Your Portal  

SideDrawer's turn-key implementation allows for logos, colors, fonts, profiles, social contact links, email headers and email notification content to be 100% customized, by the firm, or to accommodate advisors with their own unique branding within a firm.

Front End - Rotating Brands

Strengthen Data Governance and Ensure Compliance

  • Securely store all sensitive client data in one protected place.
  • Empower teams with precise, role-based access controls.
  • Simplify audits with transparent, real-time activity logs.
  • Protect sensitive information with advanced encryption standards.
  • Easily integrate with tools for seamless compliance workflows.
  • Ensure alignment with evolving financial regulations effortlessly.
  • Enhance client trust through secure file sharing.
  • Automate document collection and reduce compliance delays.
  

How SideDrawer is Being Used Across Financial Services Firms

Financial Advisors Creating Wealth Plans

Creating a wealth plan requires collecting tax statements, estate documents, financial plans, and interacting with family members and professionals like accountants or lawyers. 

All this information exchange includes sensitive, privacy information. 

With emails being hacked and risk of data exposure - is this something you want your clients exposed to?

Centralized Portal Based Collaboration

By centralizing all the data and document exchange into one central platform that requires account IDs, passwords and 2-factor authentication, your client information is protected and secured from bad actors. 

Clients already expect you to safeguard their financial life, that includes how you host, manage, and exchange information with them and their related parties. 

Financial Planners Collecting 50+ Files

Financial Planners need to collect as much as 100 files from clients during an extensive financial and tax planning engagement. 

These files are collected via file share links, attachments, text messages, physical copies, and any combination of these methods. These files are also likely to be collected from more than one person.

This creates hours of hidden administrative work in managing the documents, seeing what's outstanding and what remains to be collected.

Using Info Requests as Form & File Requests

Info Requests is a unique feature that includes a digital form that can be templated and connected to other platforms like CRMs. 

Having forms incorporated into the same platform enhances the client experience and significantly reduces the administrative burden of managing all the varied data that's being collected. 

File Requests also ensure collected information is organized seamlessly into convenient categories - simplifying it for internal users, clients and 3rd party collaborators. 

Asset Managers working with Referral Advisors

Asset Managers who work closely with a Referral Advisor network need to deliver not only quarterly statements and tax slips to their investors, but also share necessary updates with their referring advisors. 

These advisors need to access information in a timely basis, and would normally rely on the client to download statements and email them to the referring advisor. 

This is neither a seamless experience, nor efficient or secure. 

Adding Referring Advisors as Permissioned Users

SideDrawer's unique permission capability allows referring advisors (or 3rd party users)  to be added at scale for specific information. 

These permission settings can be updated and adjusted to reflect changing team members, re-allocations and clients who may switch referring advisors. 

Banks and Credit Unions Exchanging Sensitive Client Files

Large enterprises historically used 'secure email' 3rd party platforms to send sensitive documents or content to clients.  This required the recipients to create a login and password with a 3rd party platform to authenticate the user. The branding did not align with the originating firm.

This is widely considered to be a poor user experience and a universally disliked experience. Senders had no distribution control over the information once it was sent, receivers often had to send or store the information on receipt and there was often overwhelm of attachments with a lack of scalability for collaboration.

Enterprise 'Digital Vault' for Managed Data and File Interactions

SideDrawer's solution offers a 100% white-labeled solution that integrates with the enterprises' existing online banking environment. 

Users login with their existing banking credentials (multiple protocols supported) and login to the enterprises' own "digital vault" platform - or whatever you wish to call it. 

Here - any forms, files or content can be shared with the client, or with other 3rd parties (if you permit).

Wealth Managers Aggregating Alts Reporting

Wealth Managers with Ultra High Net Worth (UHNW) clients have reporting aggregation from multiple parties, such as Addepar or Canoe Intelligence as an example. 

Wealth Managers are required to aggregate reporting across all these sources which is heavily time consuming due to the non-standardized reporting methods, and also provide them to clients and their professional network in a secure manner. 

 

 

 

Consolidated Alts Reporting within SideDrawer

SideDrawer's vault platform can ingest statements, reports, and data from 3rd party systems through our built-in integrations (such as Addepar) or through a simple 5-click process using our Report Delivery capability. 

By consolidating the reports into the vault, Wealth Managers maintain client privacy protecting the sensitive information contained within the reports, and sharing them with their professional network through existing means.

Lawyers & Advisors Counselling Clients on Estate Management

Estate Planning requires the collection of a variety of documents, and then sharing them selectively with precise permissions for 3rd party users like accountants, family members and advisors. All of these documents are considered highly sensitive by the participants involved and the care with how they are handled can deeply affected relationships.

The engagement process is time consuming, and without adequate access permissions and secure channels, risks exposing sensitive information.

 

Centralized, Multi-Party Permission Management and Record Sharing

SideDrawer's unique access management allows for easy to use and transparent permission setting. With complete transparency and reporting, it becomes easily identifiable if inappropriate access was provided.

With an easy to access permission menu, any admin or Editor user can review permissions on a regular basis and adjust if needed.

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