MyDocSafe
UK client portal, e-signature, onboarding and KYC platform used by financial planners and other professional firms
- RIAs
Client experiencePer seat
SideDrawer
Client document vault and secure exchange platform for advisors, family offices and financial institutions.
Toronto, ON, CAsidedrawer.com
What it does
SideDrawer is a digital vault and document-exchange platform used by financial planners, wealth advisors, family offices and larger financial institutions to collect, organize and share client documents. Advisors give each client household a branded vault in place of email attachments and shared drives.
The product supports structured document requests and approval workflows, full audit trails of document activity, white-label deployment under a firm's own domain, and tenant-isolated hosting on Azure, AWS or GCP with client-held keys for enterprise customers. Vaults can be transferred to the client at the end of an engagement and kept on a free individual plan. A public API and webhooks support embedding by fintechs.
SideDrawer Inc. is based in Toronto. Published integrations include Addepar, Planworth, Salesforce, crmIQ, Cloven, Zapier and HeyAdvisor, plus a statement feed from Ndex. Individual plans are published; advisory and enterprise plans are listed separately on the pricing page.
Best for
- Serves
- RIAs, Family offices, Banks and trust companies, Insurance, Asset managers
Features
- Branded client document vaults
- Structured document requests
- Approval workflows
- Document audit trail
- White-label deployment
- Vault transfer to clients
- Public API and webhooks
Pricing and deployment
- Pricing model
- Tiered
- Published pricing
- Individuals: free (1 GB); Premium Personal about $6-8/month; advisory practice and enterprise plans listed separately
- Deployment
- Cloud
Integrations
Integrations
- Addepar
- Cloven
- crmIQ
- HeyAdvisor
- Planworth
- Salesforce
- Zapier
Data feeds
- Ndex
Coverage from The Daily Network
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