Cloven CRM & SideDrawer

“The SideDrawer platform provides multiple benefits to advisor practices, from enhancing security, engaging clients and facilitating the collaboration necessary in constructing financial plans, estate plans, and investment advice.”

Massimo Ianniruberto, Founder & Co-CEO of BluRoot Inc.

Established in 2013, BluRoot builds customized CRM solutions over the Zoho CRM platform, used by over 100 million users. In addition to Cloven CRM for financial advisors, BluRoot developed the mortgage industry's leading CRM solution, BluMortgage which is used by thousands of brokers.

An out-of-the-box solution for exchanging confidential and sensitive information

1.

Simplified data and document gathering

Collecting information from external parties is common practice. SideDrawer provides an intuitive internal user and client experience while elevating the business' security, client privacy, and reduced liability.

2.

Share files without the hassle

Sharing files typically means managing password protection, creating share links, ensuring users are added and removed, or worse, using horrible secure email. SideDrawer's bi-directional file sharing platform eliminates all the frustration around sharing.

3.

Workflows that drive efficiency

Our built in workflows will result in a 60% reduction in time spent on document management admin. APIs and webhooks can offer additional customization for enterprises.

Designed for anyone concerned about privacy and security

1. Wealth, Estate and Financial Professionals

Scale your practice and grow your brand with secure and centralized document management.

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2. Financial Services Businesses

Leverage our turn-key client portal with built-in workflows to save you hundreds of hours, reduced cyber-risk and protecting your client's sensitive information.

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3. Large Enterprises

Leverage SideDrawer's APIs and enterprise architecture to create an end-to-end, secure, platform for information exchange between clients and your business.

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4. Individuals & Families

Keep all of your sensitive personal documents in a single safe and centralized portal, with permitted access to family and trusted professionals.

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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 embedded in Cloven CRM

“The SideDrawer platform provides multiple benefits to advisor practices, from enhancing security, engaging clients and facilitating the collaboration necessary in constructing financial plans, estate plans, and investment advice.”

An out-of-the-box solution for exchanging confidential and sensitive information

1.

Simplified data and document gathering

2.

Share files without the hassle

3.

Workflows that drive efficiency

"It’s actually an easy explanation to clients – for us it’s a risk management issue, and for them, it’s protecting their own private sensitive data.

Since it’s so easy to use the system, with our own light support and SideDrawer’s excellent support, there really is no reason for our clients not to embrace it."

Designed for anyone concerned about privacy and security