+
+

Related Products

  • Sage Intacct
    8,532 Ratings
    Visit Website
  • Canopy
    1,025 Ratings
    Visit Website
  • Centrex Software
    18 Ratings
    Visit Website
  • Nasdaq Boardvantage
    302 Ratings
    Visit Website
  • Monitask
    361 Ratings
    Visit Website
  • iPlum
    9,148 Ratings
    Visit Website
  • EBizCharge
    207 Ratings
    Visit Website
  • SalesTarget.ai
    50 Ratings
    Visit Website
  • Collect!
    77 Ratings
    Visit Website
  • Altium Develop
    1,390 Ratings
    Visit Website

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.

About

The proprietary SyncIDS system takes all of the guess work out of your IDS decisions. We know creating IDSs in the traditional manner can be time-consuming and inaccurate. And learning new software can be intimidating. That is why we are laser focused on creating easy-to-use software, along with providing expert paralegal services and unmatched support to our customers. Our customer-focused approach has made SyncIDS the predominant choice for efficient and effective IDS management in corporate and law firm settings, especially for those complicated family and subject-matter relationships.

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

Financial advisors looking to increase engagement and collaborate with their clients

Audience

Document Management platform for companies

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

Screenshots and Videos

Pricing

No information available.
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

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

Company Information

SyncIDS
United States
www.syncids.com

Alternatives

Wealthbox

Wealthbox

Starburst Labs

Alternatives

1DMS

1DMS

1Hand2Shake
A2000ERP

A2000ERP

A2000 Solutions
IBSRE Property Management Accounting

IBSRE Property Management Accounting

Integrated Business Systems

Categories

Categories

Integrations

No info available.

Integrations

No info available.
Claim SideDrawer and update features and information
Claim SideDrawer and update features and information
Claim SyncIDS and update features and information
Claim SyncIDS and update features and information