SideDrawer

Family offices managing sensitive client documents across multiple advisors, accountants, and legal professionals face a persistent problem: information travels over email, lands in personal inboxes, and loses its audit trail. SideDrawer is a digital vault platform built for financial services firms that centralises document storage, collection, and permissioned sharing in a single encrypted environment. Its family office solution specifically addresses multi-party collaboration, allowing principals, advisors, estate attorneys, and accountants to access documents through granular, role-based permissions rather than forwarded attachments.

The platform's distinctive feature set goes beyond basic file storage. Key capabilities include:

• Templated Info Requests that combine form and file collection into automated workflows, reportedly accelerating information gathering by three to five times
• Granular collaborator permissions allowing third-party professionals to be added or removed at the account level without disrupting existing access structures
• Report Delivery for consolidating alternatives reporting from systems such as Addepar into a single client-facing vault
• Full white-labeling of logos, colors, fonts, and email notifications so the vault carries the firm's brand identity
• API-first architecture enabling integration with Salesforce, Addepar, Zapier, and several wealth-specific CRMs

SideDrawer is suited to family offices that prioritise audit-ready document governance and want to reduce email-based data exposure without rebuilding their existing tech stack. Pricing is not disclosed publicly, which means buyers must engage the sales team for cost comparisons. The platform does not provide investment reporting, portfolio analytics, or general ledger functionality, so it operates as a document and data layer rather than a full operational system. Firms seeking a single platform to cover both financial reporting and secure document exchange will need to integrate SideDrawer alongside other tools.

• Secure document storage and retrieval for client records
• Permissioned multi-party collaboration with advisors, accountants, and legal professionals
• Automated document and data collection via templated Info Requests
• Consolidated delivery of alternatives reports to clients and their professional networks
• Compliance-ready audit logging and access control management
• Estate and wealth planning document organisation for families

• Encrypted digital vault with role-based access controls
• Templated Info Requests for form and file collection
• Collaborator permission management for third-party professionals
• Full white-labeling including logos, colors, fonts, and email headers
• API-first integration framework
• Report Delivery for consolidating third-party statements and reports
• Real-time activity and audit logs
• Two-factor authentication
• Mobile application for iOS and Android
• SharePoint integration

Built for Single Family Office (SFO), Multi Family Office (MFO), Advisors / Wealth Advisors (RIA), Private Wealth Owners / Principals.

Phone support, email support, help center, in-app FAQ; dedicated business development line separate from customer support

Turn-key implementation described; specific timeline not disclosed