‍About SideDrawer

SideDrawer is a cutting-edge document management platform designed to streamline and secure the way financial advisors manage client information. By centralizing document storage, enabling real-time collaboration, and ensuring robust security, SideDrawer enhances the efficiency and productivity of financial advisory practices.

Advisors can securely share and update documents, assign tasks, and integrate seamlessly with existing tools, all while ensuring compliance with industry regulations. This user-friendly platform not only improves the client experience but also allows advisors to focus more on providing valuable advisory services, making it an essential tool for any forward-thinking financial advisory firm.

About the Integration

The integration of HeyAdvisor with SideDrawer brings a powerful combination of secure document management and client-focused educational content to financial advisors. Advisors can embed branded videos directly into SideDrawer’s info requests, enhancing client engagement and satisfaction.

This seamless integration not only streamlines document sharing and collaboration but also provides clients with valuable financial insights, making it a comprehensive solution for both document management and client education.

How to Use HeyAdvisor In SideDrawer

1. In SideDrawer navigate to Console → Productivity → Info Request
2. On the Info Request you'd like to add your HeyAdvisor content to, select Action → Manage Info Request Form
3. Select Content Descriptions & Instructions as the item type
4. From HeyAdvisor, copy and paste the email template along with your embeddable video link*
5. Select Submit

*Embeddable videos are only available on the Brand Pro account, see all plan features here