"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

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

VP Technology, Ultra High Net Worth Manager