Assembly vs. SideDrawer Comparison


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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 Mac Linux Cloud On-Premises iPhone iPad Android Chromebook	Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook
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 24/7 Live Support Online	Support Phone Support 24/7 Live Support Online
API Offers API	API Offers API
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $39 per month Free Version Free Trial	Pricing No information available. Free Version Free Trial
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 Webinars Live Online In Person	Training Documentation Webinars Live Online In Person
Company Information Assembly Founded: 2020 United States assembly.com	Company Information SideDrawer Founded: 2018 Canada sidedrawer.com/professionals.html
Alternatives Portal	Alternatives Wealthbox Starburst Labs
Moxo	Strad Pro
Onehub	QPLIX
Zapa Client Portals Breichbilt	Black Diamond Wealth Platform SS&C Advent
FileInvite View All	Addepar View All
Categories Document Management Portal	Categories Document Management Family Office

Integrations Airtable App Store Cal.com ClickUp Figma Google Analytics Google Docs Google Drive Google Forms Google Sheets HubSpot CRM Looker Make Slack Trello Xero YouTube Zapier Zoom monday AI work platform Show More Integrations View All 23 Integrations	Integrations Airtable App Store Cal.com ClickUp Figma Google Analytics Google Docs Google Drive Google Forms Google Sheets HubSpot CRM Looker Make Slack Trello Xero YouTube Zapier Zoom monday AI work platform Show More Integrations
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