SideDrawer Inc, the API-based document collaboration platform, is pleased to partner with Ndex Systems, the industry’s leading independent multi-custodial wealth management technology provider. Through this integration, financial advisors and wealth management firms will be able to seamlessly retrieve statements for delivery into their clients’ SideDrawers.
SideDrawer offers a secure collaborative experience between advisors and their clients around sensitive data and document exchange. We have seen the benefits from our mutual clients of having a holistic, centralized repository, that provides more functionality than simple document storage. In addition to document storage, the SideDrawer platform is being used for secure forms, file requests, eSignature, and bulk distribution, right from initial client prospecting to ongoing service.
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“Security and convenience are growing concerns of our clients – especially considering the majority of advisors and clients still exchange information over unsecure email. As a result, we’re proud to have partnered with SideDrawer’s intuitive, user-focused design platform. Their emphasis on security, additional workflows, and modern user interface gave us confidence that our clients will have an enterprise-grade solution that more than meets their needs,” said Laurent Bensemana, CEO of Ndex Systems Inc.
“With only a few clicks, advisors and wealth management firms can deliver thousands of investment or tax statements, to each unique SideDrawer. Ndex’s 1,400+ institutional clients will now have the ability to offer their investor-clients a more engaging, collaborative and secure platform for their clients to exchange sensitive documents. With exceptionally high engagement rates from advisors and their end clients, our platform delivers a high ROI to any firm looking for secure collaboration,” said Ali Qureshi, Co-founder of SideDrawer Inc.
“We’re looking forward to this integration as it allows us to leverage our existing simple-click workflows, and add a significant level of convenience to our existing clients,” said J. Gaston Siri, CEO of SideDrawer Inc.
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