Vault Features for Financial Services Firms

Infinite connectivity

Zapier is a low-code, if-this-then-that connectivity tool that connects your different applications together.

Businesses connect CRMs, workflow management tools, marketing systems, e-signature platforms and other systems to SideDrawer through Zapier.

Salesforce ready!

Our Salesforce integration allows internal users to experience SideDrawer within their Salesforce environment through a LWC (Lightning Web Component).

SideDrawer can also be deployed as a SSO through Experience Cloud for end-users. Enterprises can also deploy a fully managed package for further customization.  

DocuSign ready!

Users can connect their DocuSign accounts to streamline the signature collection process.

Signature requests can be initiated from within SideDrawer, with the completed envelope and audit trail being available for users within the SideDrawer environment. This simplifies the process, reduces redundant steps and also provides a better user experience by allowing signatories to access the completed envelopes within their SideDrawers.

Integrated with Planworth, leading planning solution

Planworth integrated SideDrawer for secure file exchange with clients during the financial planning process. 

This unique vault integration provides a one-of-a-kind experience enhancing the value holistic planning capability of Planworth's advisors. 

The right CRM should be more than a digital rolodex

The right CRM can be central to your practice - but choosing one can be difficult.

Through our unique position in the wealth industry, we are proud to have built-in workflows with leading CRMs like Cloven that immediately impact practices.

Integrate with existing storage platforms

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. 

• For businesses on Microsoft 365 or Google Workspace, we recommend using their included storage options

• For enterprise customers, we can incorporate a BYOS - Bring Your Own Storage solution 

8Twelve streamlines the mortgage process

8Twelve is a leading mortgage provider and has integrated with SideDrawer to allow clients to seamlessly submit documents that already exist in their SideDrawer. 

Streamline statement delivery

Ndex is the industry’s leading independent multi-custodial data utility and wealth management provider. Our integration with Ndex allows wealth management firms to automatically deliver statements into client SideDrawers. 

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.

Infrastructure agnostic architecture

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