Productivity focused 
SideDrawer's workflows simplify document management admin, freeing hundreds of hours from gathering and organizing files and information, to distributing reports, statements and custom content.

Granular and extensive permissioning
Ensuring access is provided on a needs-to-know basis is paramount for maintaining data privacy in highly regulated industries. SideDrawer's multi-role capability can segregate admin users from program management to client service, ensuring client data remains private and confidential.

Multiple branding opportunities
SideDrawer's turn-key implementation allows for logos, colors, fonts, profiles, social contact links, email headers and email notification content to be 100% customized, by the firm, or to accommodate advisors with their own unique branding within a firm.