Transformational efficiency + privacy with a unique client experience
The only API-first digital vault platform designed for use by solopreneurs to large enterprises, and everyone in between!
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The client experience is elevated with SideDrawer vs other traditional tools. It takes away the effort required to organize – which is efficient and streamlined for both us and the client.
Frank Gasper, Founder, CSR Wealth
The client experience is elevated with SideDrawer vs other traditional tools. It takes away the effort required to organize – which is efficient and streamlined for both us and the client.
Frank Gasper, Founder, CSR Wealth
"Aesthetics are very important, and with the comprehensive branding, the professional and appealing interface, it’s more pleasing to use. A lot of technology has utility, but because it's not attractive, people don't like to use it. That's the reality of today’s consumer."
Christopher Dewdney, Founder, Dewdney&Co
"Aesthetics are very important, and with the comprehensive branding, the professional and appealing interface, it’s more pleasing to use. A lot of technology has utility, but because it's not attractive, people don't like to use it. That's the reality of today’s consumer."
Christopher Dewdney, Founder, Dewdney&Co
"We use SideDrawer for almost every corner of We Listen Financial's daily operations, from client collaboration to our own business accounting.
Everything that we do, we incorporate SideDrawer and we make sure that it's front and center, not just an afterthought."
Jeff Stuart, Founder, We Listen Financial
"We use SideDrawer for almost every corner of We Listen Financial's daily operations, from client collaboration to our own business accounting.
Everything that we do, we incorporate SideDrawer and we make sure that it's front and center, not just an afterthought."
Jeff Stuart, Founder, We Listen Financial
"It can be very intrusive and uncomfortable to provide all this sensitive information, so the platform makes it very convenient for clients to contribute their information, and make any changes to prior provided information."
Frank Gasper, Founder, CSR Wealth
"It can be very intrusive and uncomfortable to provide all this sensitive information, so the platform makes it very convenient for clients to contribute their information, and make any changes to prior provided information."
Frank Gasper, Founder, CSR Wealth
Native Salesforce integration
We know Salesforce CRM is a key application for many financial services businesses.
Our native Lightning Web Component provides a seamless experience within the Salesforce environment.
Internal users can leverage SideDrawer within Salesforce, while external users can leverage our intuitive web or mobile experience.
"SideDrawer is the best option Brightmark has seen for a document management platform that isn't reliant on expensive development costs."
Matthew Maingot, CEO of Brightmark Inc
Established in 2006, Brightmark is a leading Salesforce implementation firm catering to the financial services sector. The firm has completed over 100 implementations and recognized with 40 Salesforce Certifications.
"SideDrawer is the best option Brightmark has seen for a document management platform that isn't reliant on expensive development costs."
Matthew Maingot, CEO of Brightmark Inc
Established in 2006, Brightmark is a leading Salesforce implementation firm catering to the financial services sector. The firm has completed over 100 implementations and recognized with 40 Salesforce Certifications.
"The Advisor’s photo and contact info was one of the best updates, as there is a constant reminder of the branding and who is providing this valuable service to the client."
Tucker Mooney, Associate, Dewdney&Co
"The Advisor’s photo and contact info was one of the best updates, as there is a constant reminder of the branding and who is providing this valuable service to the client."
Tucker Mooney, Associate, Dewdney&Co
"We still use Sharepoint within our team, but SideDrawer is used for sharing externally with clients. It’s much easier and far more convenient."
Frank Gasper, Founder, CSR Wealth
"We still use Sharepoint within our team, but SideDrawer is used for sharing externally with clients. It’s much easier and far more convenient."
Frank Gasper, Founder, CSR Wealth
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