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SideDrawer evolved out of a need they faced in their personal and business lives. They frequently found the need to exchange confidential, sensitive information like tax documents with an accountant or a financial advisor, but the only option was through unsecure email, or file sharing sites that offered a generally poor user experience.
"We advised an Ultra High Net Worth firm with over $4 billion in AUM on their new technology roadmap for internal users, clients, and referring advisors. This engagement covered the …
"SideDrawer— actually gives our clients a structure: Right up front, they can see that this is where they need to put their tax documents, their investments, their ID, etc. The …
"We were already a digital practice, but because of SideDrawer, I am now able to support 7 advisors due to its admin efficiency."
Read SideDrawer Reviews, Testimonials & Customer References from 21 real SideDrawer customers.
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