Audience

Financial advisors looking to increase engagement and collaborate with their clients

About SideDrawer

Increase engagement, collaborate with your client's family and professional network, get enterprise-grade security. Recognized by a leading NYC-based fintech consulting firm as the "obvious choice" in organization, given our emphasis on estate planning and a streamlined user experience. Poor document management experience prevents client engagement. Engage clients proactively. Receive notifications on client activity. Be aware of their needs ahead of requests. Staff still collaborate outside of existing portals (using email, cloud drive links, etc.). Save hundreds of hours of unproductive time. Real-time sync with your existing cloud drive storage reduces unproductive admin time. Not sending email with attachments or links reduces compliance and security risk. Clean, easy-to-use, interface reduces client inquiries. Existing portals limit collaboration beyond main client contact. Easy collaboration with third parties. Permission controlled access provides access to the right contacts.

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Integrations

API:
Yes, SideDrawer offers API access
No integrations listed.

Ratings/Reviews

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Company Information

SideDrawer
Founded: 2018
Canada
sidedrawer.com/professionals.html

Videos and Screen Captures

SideDrawer Screenshot 1
SideDrawer Screenshot 1
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Product Details

Platforms Supported
Cloud
iPhone
iPad
Android
Training
Documentation
Support
Online

SideDrawer Frequently Asked Questions

Q: What kinds of users and organization types does SideDrawer work with?
Q: What languages does SideDrawer support in their product?
Q: What kind of support options does SideDrawer offer?
Q: Does SideDrawer have an API?
Q: Does SideDrawer have a mobile app?
Q: What type of training does SideDrawer provide?

SideDrawer Product Features

Document Management

Electronic Signature
Email Management
Print Management
Access Controls
Version Control
Document Conversion
Archiving & Retention
Document Delivery
Full Text Search
Document Indexing
Document Assembly
Forms Management
File Type Conversion
Offline Access
Collaboration Tools
Document Archiving
File Recovery
Document Retention
Optical Character Recognition
Compliance Tracking
Document Capture

SideDrawer Additional Categories