Document management admin can take up hundreds of hours of your precious time.

SideDrawer grows productive capacity by up to  40% through a number of workflows and capabilities that save time spent on document management admin. 

Create Teams for grouped access

If you regularly work with other advisors, planners, lawyers, or accountants, you can create teams to streamline their access. 

If a team member departs your circle of trust, removing them from the team will immediately revoke their entire access - an enterprise IT manager's super power is now in the individual advisor's hands!

You can also selectively remove specific team members from specific vaults individually - giving you complete and full control over team management and access.

This efficient collection method results in 3-5x faster data collection, improving the client experience and streamlining your day-to-day.

Families are not organized and it creates stress for them

Most families do not have adequate record keeping of their most important documents - it's spread across between storage platforms and email addresses. 

By using SideDrawer, you will be populating all the essential documents into a central repository that they can re-use with others and share with their family members. 

SideDrawer offers a number of document delivery capabilities.

Content Packages allow for pre-configured packages of documents, such as disclosure forms or fund facts, to be delivered at time of vault creation, or triggered via automation based on API calls or Zapier-like integrations.

Blast Deliveries allow for firms to deliver content as needed to multiple vaults, such as newsletters or annual tax tables. 

Our unique SideDrawer meta-data allows for integration with multiple sources of statements to be delivered to client vaults, such as quarterly statements, tax slips, regardless of the source. 

This ain't your boring file sharing!

No one likes file sharing links with bland interfaces that haven't changed since the 1980s.

Empower your vault environment with your brand, your vibrant colors and your unique self! Every interaction possible can have your branding attached to it - whether it's with prospects, clients, their family members, or other professionals - maximizing your mind share!

Use local desktop app for data migration

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. 

Given the proprietary organization structure, we recommend this be limited to admin or professional users. 

Integrate with existing storage platforms

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

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. 

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.