Vault Features for Financial Services Firms

Secure Collaboration
Workflows
Streamlined Collection
Privacy & Compliance
Integrations
Mobile
Branding
Integrated Storage
Configuration
Developer Friendly
IT Admins & MSPs

Branding helps promote professionalism, confidence and referrals!

"Aesthetics are very important, and with the comprehensive branding, the professional and appealing interface, SideDrawer is more pleasing to use."

Christopher Dewdney, Dewdney&Co

PROMOTE SOCIAL PROFILES

Let your clients see how unique you truly are

Whether SideDrawer is used for statement delivery, file sharing, or collaboration, you determine the kind of impression you want to leave behind.

All Collaborators see profile photos, and can access any of the pre-configured social links.

START WITH YOUR NAME

Your own web address

Your clients can access your digital vault in a number of ways:

my.sidedrawer.com if we host
yourname.sidedrawer.com if you opt for your own URL
vault.yourwebsite.com for enterprise customers

See the multiple opportunities to express your brand!

CUSTOMIZE YOUR ORGANIZATION

Determine your organizational structure

While we offer templates, you can create multiple organizational categories to help you scale your business, and maintain consistent, compliant organization throughout the firm.

DESIGNED FOR ENTERPRISES

Enterprises can integrate into existing portals

SideDrawer can be incorporated through any of the following:

Leveraging our existing WCAG 2.2 AAA compliant front-end applications customized with your enterprise branding and design concepts
Leveraging our APIs to create a completely custom and bespoke user experience
Leveraging our iFrame capability for an in-between offering

Trusted by forward thinking firms

Our clients understand today's risks around email-based communication of sensitive information.

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.

For Enterprise customers, offer your professional partner groups, like entire accounting firms, the ability to manage their own team's access to your clients' vaults.

Ready to try SideDrawer?

Get started right away!

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

Start Free Trial

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!

Booking Options

Vault Features for Financial Services Firms

Branding helps promote professionalism, confidence and referrals!

"Aesthetics are very important, and with the comprehensive branding, the professional and appealing interface, SideDrawer is more pleasing to use."

Christopher Dewdney, Dewdney&Co

Let your clients see how unique you truly are

Whether SideDrawer is used for statement delivery, file sharing, or collaboration, you determine the kind of impression you want to leave behind.

All Collaborators see profile photos, and can access any of the pre-configured social links.

Your own web address

Your clients can access your digital vault in a number of ways:

my.sidedrawer.com if we host

yourname.sidedrawer.com if you opt for your own URL

vault.yourwebsite.com for enterprise customers

See the multiple opportunities to express your brand!

Determine your organizational structure

While we offer templates, you can create multiple organizational categories to help you scale your business, and maintain consistent, compliant organization throughout the firm.

Enterprises can integrate into existing portals

SideDrawer can be incorporated through any of the following:

Leveraging our existing WCAG 2.2 AAA compliant front-end applications customized with your enterprise branding and design concepts

Leveraging our APIs to create a completely custom and bespoke user experience

Leveraging our iFrame capability for an in-between offering

Trusted by forward thinking firms

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.

For Enterprise customers, offer your professional partner groups, like entire accounting firms, the ability to manage their own team's access to your clients' vaults.

Ready to try SideDrawer?

Want to learn more?

Quick Links

Resources

Developers

Get the App

SideDrawer

Have a Question?

Follow us on

Please select

Vault Features for Financial Services Firms

Branding helps promote professionalism, confidence and referrals!

"Aesthetics are very important, and with the comprehensive branding, the professional and appealing interface, SideDrawer is more pleasing to use."

Christopher Dewdney, Dewdney&Co

Let your clients see how unique you truly are

Whether SideDrawer is used for statement delivery, file sharing, or collaboration, you determine the kind of impression you want to leave behind.

All Collaborators see profile photos, and can access any of the pre-configured social links.

Your own web address

Your clients can access your digital vault in a number of ways:

my.sidedrawer.com if we host

yourname.sidedrawer.com if you opt for your own URL

vault.yourwebsite.com for enterprise customers

See the multiple opportunities to express your brand!

Determine your organizational structure

While we offer templates, you can create multiple organizational categories to help you scale your business, and maintain consistent, compliant organization throughout the firm.

Enterprises can integrate into existing portals

SideDrawer can be incorporated through any of the following:

Leveraging our existing WCAG 2.2 AAA compliant front-end applications customized with your enterprise branding and design concepts

Leveraging our APIs to create a completely custom and bespoke user experience

Leveraging our iFrame capability for an in-between offering

Trusted by forward thinking firms

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.

For Enterprise customers, offer your professional partner groups, like entire accounting firms, the ability to manage their own team's access to your clients' vaults.

Ready to try SideDrawer?

Want to learn more?

Quick Links

Resources

Developers

Get the App

SideDrawer

Have a Question?

Follow us on