Earlier this summer, we partnered with SideDrawer, a leading secure document management platform. You can now easily incorporate HeyAdvisor’s branded content into SideDrawer's info requests, making client education and document collaboration more seamless than ever. This integration is designed to streamline workflows and elevate your client experience. Explore the benefits today and see how this partnership can enhance your business!
HeyAdvisor is a digital content library that financial advisors leverage to connect with their clients. The highly engaging educational library of videos and infographics is white-labelled with advisor branding and can be integrated into email marketing campaigns, websites, client portals and social media. The intuitive library is grouped by life events making it easy to add value to the client relationship at times in their lives that matter most. Review our plans here.
