SideDrawer
Built by Side Drawer
SideDrawer is a document management and organization solution that helps team members create personal tasks, track users' activities and collaborate on files from within a centralized platform.
Trusted by advisory firms across North America
What SideDrawer Offers
Discover the powerful features that make SideDrawer an essential tool for your workflow
Secure document storage and organization
Team collaboration and file sharing
Personal task management
Activity tracking and monitoring
Centralized platform access
Why Use SideDrawer with Investipal?
Experience the combined power of SideDrawer and Investipal's AI-driven platform
Keep all client documents organized and secure
Improve team collaboration on client files
Track document access and changes
Streamline document workflow processes
Quick Setup Process
Get SideDrawer connected with Investipal in just a few simple steps
Schedule a demo to discuss your SideDrawer integration needs.
Our team will help you configure the optimal settings for your workflow.
Begin leveraging the combined power of both platforms immediately.
Ready to integrate SideDrawer?
Connect your tools and automate your workflow with Investipal's comprehensive platform.