Use Cases for Wealth Management

See how others are using SideDrawer to streamline their business.

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Written by Support
Updated over a week ago


SideDrawer Solution

Mass deliver a number of

standardized documents so clients know where to find them vs having them lost in their email. These include engagement letters, disclosures, consent forms, brochures, etc.

Using email to send the essential and required documents has the following problems:

  • Takes time to manually select the documents as attachments for each client's needs.

  • The files can be large in size and the email needs to be split into multiple emails.

  • Since these aren't necessarily essential documents to be used immediately, clients will ignore the email and it gets buried or lost in their inbox.

  • SideDrawer's Content Packages allows you to have workflows that allow you to deliver documents based on your needs at the time of SideDrawer creation or even afterwards.

  • Click here to learn more about Content Packages

  • Click here to lean about Bulk Upload - uploading a number of documents into 1 SideDrawer

Collect data and documents so that we're not exchanging emails constantly, or my team's not spending time on the phone and micromanaging the clients which also becomes annoying.

Clients often provide information on their own time and


SideDrawer gives clients the flexibility, convenience and ease to provide you with necessary data and documents at their own pace.

You can create multiple Info Requests, and use them based on the situation. Any documents collected will auto-organize into your Tiles and Records.

  • Click here to learn all about Info Requests

  • Click here to see how to send Info Requests and Content Packages

Work with a client’s other professionals on the same files.

SideDrawer’s Collaboration permissions can be extended

beyond your client to their professionals.

* 85% of law firms had an email data breach in the last 12

months. [Egress]

Engage other professionals in your network with permission sets you or your client control, providing the appropriate access to an entire SideDrawer or to ‘sections’ of a client’s SideDrawer.

Using SideDrawer within


We know how important Salesforce CRM is to your practice.

We built a native integration into Salesforce and will continue to add functionality based on your needs and feedback!

Our Salesforce integration is through a Lightning Web Component that can be moved to any part of your Salesforce screen's real estate.

  • Click here to read Salesforce FAQs

  • Contact us if you would like to install SideDrawer's LWC into your environment

Make sure my new Advisor or Admin has access to the same client information as I do.


An Advisor or Admin has resigned and I want to remove their access from all my clients files.

Managing internal user permissions is critical. Disgruntled or former employees are one of the leading groups behind data breaches.

*Insider-threat actors account for 30% of all data

breaches. [Flashpoint].

Easy and seamless Collaboration is a key pillar of

SideDrawer's design. We make it easy to add or remove

your internal users through the Teams functionality.

Create segregated work spaces for my advisors while retaining access to their files so I can manage my practice.

Your practice growth or existing business needs may require individual segregated environments where each segment's information is isolated.

SideDrawer allows you to create “Affiliates” and assign admins or professionals to manage those affiliates independently,

This means under one Tenant environment, you can have multiple Affiliates for advisors or business units (Group Insurance, Wealth, etc.).

Ensure my branding and client experience is consistent across all software applications I share with them.

SideDrawer understands the important of delivering a seamless experience across all touch points when interacting with your business.

SideDrawer allows you to customize your platform by providing a robust Branding / UX toolkit, Customizable Notifications, Customizable Workflows, control on Data Ownership, and Organizational Structure of data.

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