Client onboarding ↗
Explore the documents and steps around a new client relationship.
Document Management Integration
SideDrawer
+ Investipal
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.
Book a demo ↗The client, in context.
SideDrawer
InvestipalClient documents
Trusted by leading advisory firms
Client documents, file collaboration and the people who need access.
What SideDrawer Offers
Document Management
- 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?
Client documents, file collaboration and the people who need access.
- Keep all client documents organized and secure
- Improve team collaboration on client files
- Track document access and changes
- Streamline document workflow processes
Inside the workflow
Plan your SideDrawer workflow
Use a real document workflow to shape the conversation.
Choose the document workflow
Identify the client files your team organizes and shares through SideDrawer.
Map who needs access
Bring the roles and document handoffs involved in your current process.
Review the connection
Walk through how your document process fits alongside Investipal and discuss configuration with our team.