Solution introduction

Enterprise grade document management your clients will love

The best of both worlds: secure infrastructure for sensitive document exchange with an intuitive app built for today’s digital-first customer

You have more stuff than you think. It can be daunting to organize all your financial documents, assets, identity and important everyday life documents. Thinking about how to securely store and share your information, track who it is shared with, and trying to gather and manage all your information from so many sources, anyone would feel overwhelmed. SideDrawer is here to help.

SideDrawer is a secure and real-time Life Planning and Organization platform that allows you to easily organize and share your personal and family information and important contacts -from any device- including banking, investments, identity, real estate and all other critical information. SideDrawer offers guided organization, and the flexibility to provide as much or as little information as you like. With a user-friendly interface, and permission-based settings, you can invite collaborators to help you with your documents allowing easy access to your trusted advisors and loved ones.

You will be able to identify your key contacts linked to your important records, such as your advisors (i.e.: lawyer, accountant, investment advisor, insurance broker, executor, etc.) so people with access to your SideDrawer will always know who to contact in each and every case.

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