Powering Collaboration for Family Offices

Engaging with multiple professionals and stakeholders creates inefficiencies and exposes sensitive information.

curve

Trusted by thousands of families

 

MORE PEOPLE = MORE RISK
 

Emails are the #1 risk to businesses today

With more team members, firms have exponential risk to viruses, malware, ransomeware, and phishing attempts that can materially impact your business. 

 

Any mailbox takeover can expose client data and result in regulatory and compliance obligations.

POWER TO THE USER
 

Manage all your relationships

Easily add relationship titles for clarity and transparency, and easily identifying those who have access between your professional network, principals and stakeholders.

Users with appropriate permissions can extend access appropriately.

TRUE ORGANIZATION
 
Consistently organize information across your office

Multiple individuals managing interactions across your professional network can lose track of how information is saved and managed.

 

SideDrawer Types contain Tiles which are organizational categories.

 

This format allows for expedited setup, consistent organization, promoting familiarity and repeated usage across all those interacting with secure information.

 

INFO REQUESTS
 
Streamline collection 
No more managing emails with attachments or juggling file sharing links  across multiple platforms. 
 
Engage centrally with all parties in a single platform with convenient, permissioned access. 

 

"We've been using SideDrawer with family members, accountants, and lawyers without any difficulty, and all the while improving the client experience."

Alex Liber, Cove Continuity Advisors
 

Request a Demo
TEAMS FOR SECURE ACCESS
 

Create Teams for grouped access

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.

 

MULTIPLE SECURITY CHECKS
 

Scan every upload

With multiple individuals engaging with clients and their extended professional network, the business' exposure increases materially.

 

We scan every file for virus and malware signatures without leaving our environment, without relying on third party platforms that may violate your data privacy.

ENHANCED COMPLIANCE
 

Transparent exchanges avoid miscommunications

With complete transparency around WHO provided specific data or documents and WHEN, there can be no debate over what information was available, provided by and incorporated in any analysis. 

BRANDING
 

Promote your family office brand

Complete customization around the branded environment for your professional network.

SUPPORT INCLUDED
 

We have exceptional support for all users! 

SideDrawer's support team has a 95%+ satisfaction rating from all users - advisors, admin staff, clients, family members and collaborators. 

SIDEDRAWER DESKTOP 
 

Use local desktop app for local file management

 

Our own SideDrawer Desktop app provides a local file/folder structure of all the accessible files in our cloud environment.

 

This supports bulk migration, local on-prem service backups, and other capabilities for overall management. 

TEAMS FOR SECURE ACCESS
 
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. 

CENTRALIZE FILE STORAGE
 

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. 

ENTERPRISE GRADE
 

Infrastructure agnostic architecture

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

 

DEVELOPER FRIENDLY
 

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.

The only document management that satisfies all stakeholders!

"No Advisor would give up SideDrawer. The impact to their practice and client experience is too positive."

 

Financial Advisor, Multi-Advisory Firm

"It’s actually comforting to know all of our vital information is in one safe place, especially if anything suddenly were to happen to either of us, I worried about succession and estate planning etc. for our children."

 

Client of Spring Planning

"As a firm, we mandate the use of SideDrawer for all Advisors, clients and our external partners due to security, convenience and compliance."

 

VP Operations, Multi-Advisory Firm

"I am now able to support 7 advisors because of the admin efficiency from SideDrawer."

 

Technology Admin, Multi-Advisory Firm

"SideDrawer allows me to ensure all documentation across our 70+ advisors is organized consistently and efficiently."

 

VP Technology, Ultra High Net Worth Manager

Start with SideDrawer!

Get started right away!
 
  • Free trial for 14 days. 
  • Start inviting Collaborators - it's free!
  • Get your own Branding and Custom URL!

Want to learn more? 

Schedule a Live 1-on-1 or watch a pre-recorded sales demo!
 
  • Schedule at  your own convenience!
  • Watch a 10 minute interactive demo!
  • We can answer any questions you may have!

Developers

Get the App

apple-store-button
google-play-button (1)

SideDrawer

Have a Question?

Follow us on

Copyright © 2023 SideDrawer Inc. All rights reserved.