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About

Assembly is a client experience and back-office platform built for tech-enabled professional service firms such as consulting, accounting, law, real estate, marketing, and technology. It replaces scattered tools with a unified, branded client portal where businesses can connect, communicate, invoice, share files, and manage tasks from first sale to full scale. The system centralizes visibility into client relationships across the organization, powered by secure AI assistance to streamline workflows and save time. Assembly integrates easily with existing business tools via embeds, Zapier, Make, or its own flexible API and supports the creation of custom apps. Key features include secure messaging, file sharing, invoicing and billing with one-click payments, contracts and e-signatures, storefronts to productize services, forms, and task management. It is designed to deliver remarkable, modern client experiences while maintaining enterprise-grade security and HIPAA compliance.

About

Increase engagement, collaborate with your client's family and professional network, get enterprise-grade security. Recognized by a leading NYC-based fintech consulting firm as the "obvious choice" in organization, given our emphasis on estate planning and a streamlined user experience. Poor document management experience prevents client engagement. Engage clients proactively. Receive notifications on client activity. Be aware of their needs ahead of requests. Staff still collaborate outside of existing portals (using email, cloud drive links, etc.). Save hundreds of hours of unproductive time. Real-time sync with your existing cloud drive storage reduces unproductive admin time. Not sending email with attachments or links reduces compliance and security risk. Clean, easy-to-use, interface reduces client inquiries. Existing portals limit collaboration beyond main client contact. Easy collaboration with third parties. Permission controlled access provides access to the right contacts.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Professional service firms wanting a tool provided a branded client portal to unify communication, billing, and collaboration

Audience

Financial advisors looking to increase engagement and collaborate with their clients

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$39 per month
Free Version Not Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Assembly
Founded: 2020
United States
assembly.com

Company Information

SideDrawer
Founded: 2018
Canada
sidedrawer.com/professionals.html

Alternatives

Alternatives

Wealthbox

Wealthbox

Starburst Labs

Categories

Portal Supported

Categories

Family Office Supported

Integrations

Airtable Supported
App Store Supported
Cal.com Supported
ClickUp Supported
Figma Supported
Google Analytics Supported
Google Docs Supported
Google Drive Supported
Google Forms Supported
Google Sheets Supported
HubSpot CRM Supported
Looker Supported
Make Supported
Microsoft OneDrive Supported
Miro Supported
Slack Supported
Trello Supported
Xero Supported
YouTube Supported
monday AI work platform Supported

Integrations

Airtable Not Supported
App Store Not Supported
Cal.com Not Supported
ClickUp Not Supported
Figma Not Supported
Google Analytics Not Supported
Google Docs Not Supported
Google Drive Not Supported
Google Forms Not Supported
Google Sheets Not Supported
HubSpot CRM Not Supported
Looker Not Supported
Make Not Supported
Microsoft OneDrive Not Supported
Miro Not Supported
Slack Not Supported
Trello Not Supported
Xero Not Supported
YouTube Not Supported
monday AI work platform Not Supported
Claim Assembly and update features and information
Claim Assembly and update features and information
Claim SideDrawer and update features and information
Claim SideDrawer and update features and information