SideDrawer

Vaults protect you, your clients and your business

1. Designed for secure information

Digital vaults are designed to securely store and protect sensitive data, documents and information.

2. Privacy is the foundation

Controlling and restricting access to sensitive information is an essential component of a digital vault.

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3. Strict access control

Preventing unwanted access is increasingly critical for regulated industries such as financial, healthcare, legal, pharmaceuticals to avoid fines, reputational damage, and maintain compliance.

Traditional file sharing is used to share information with specific individuals, but with limited granular access control.

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4. No email based exposure

Over 95% of data breaches start with an email. With growing risks from email through AI-generated phishing, ransomeware and malware - SideDrawer avoids any open email based exposure.

Traditional file sharing relies almost exclusively on email based file sharing links, which can be accessed by hackers, interceptors, unauthorized users, or even accidentally shared.

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Read what Advisors are saying about SideDrawer

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.

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.

SideDrawer is a privacy focused digital vault

Trusted by forward thinking firms

Vaults protect you, your clients and your business

Productivity focused

SideDrawer's workflows simplify document management admin, freeing hundreds of hours from gathering and organizing files and information, to distributing reports, statements and custom content.

Connect your tools and work smarter

Use any of our custom integrations, or integrate with 6,000+ apps through Zapier to help you work seamlessly, reducing admin work and focusing on things that matter.

Works with your file storage

Connect your existing storage platform so SideDrawer becomes the collaboration, workflow, access control and privacy layer.

For Enterprises, SideDrawer can connect to ECMs (Enterprise Content Management) systems or on-premise storage.

Granular and extensive permissioning

Ensuring access is provided on a needs-to-know basis is paramount for information in highly regulated industries.

SideDrawer's multi-role capability can segregate admin users from program management to client service, ensuring client data remains private and confidential.

Exceptional compliance capabilities

Highly regulated industries require specific retention rules, have activity oversight needs, and must ensure ongoing activity monitoring.

With increasing data privacy and governance, users also need to ensure their data is adequately protected.

With 100% activity tracking, transparent actions display, back-office and middle-office optional access, maintain confidence over your firm's activity.

Better information gathering than ever before

SIdeDrawer's templated, combination of forms and file requests provide an exceptional user experience, resulting in a 3-5x faster response rate than traditional disjointed processes.

Combined with workflow tools like Asana, Jira or your CRM, these can be automatically triggered based on the right moment in your client journey.

Infrastructure agnostic architecture

SideDrawer's architecture integrates with complex identity management, client access matrices, and segmented storage, with a turn-key approach implementation.

100% API built for exceptional flexibility

SideDrawer can be embedded as a product enhancement, a white-label integration, or a complete Platform-as-a-Service offering for larger enterprises.

Multiple branding opportunities

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 by individual environments within a firm.