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SideDrawer

Secure digital vault for financial services and wealth management.

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SideDrawer is a digital vault platform for regulated firms and their clients, replacing email attachments and shared drives with encrypted document exchange, structured workflows, and a complete audit trail of every interaction. It covers secure collaboration, document collection, approvals, acknowledgements, and e-sign within a single environment.

Features include structured document requests, guided onboarding checklists, an advisor dashboard, granular multi-role permissions, activity tracking, and white-label branding. It integrates with existing storage and ECM systems, connects to Addepar for report delivery, and supports Zapier for connecting additional apps. Developers get full REST API coverage, webhooks, OIDC and SAML SSO, and AI-ready document architecture with OCR and vectorized indexing for use with a chosen LLM.

SideDrawer serves financial institutions, wealth management firms, families and individuals, and development teams. It can be deployed as a white-label app, an iFrame embed, or API-only. A free plan is available for individuals, and a 14-day free trial is offered for getting started.

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