Elevate Blog


July 14, 2023 | NEWS |

Ali from SideDrawer joined Tarsem on our Webinar Series to discuss our integration. Advisors can use Planworth to open a new SideDrawer account or access their existing one.

The planning process inevitably involves collecting and sharing sensitive documents with clients. The process needs to be secure, which is one of the reasons we decided to integrate with SideDrawer. The other reason for our integration is the seamless experience for advisors and their clients, reinforcing how to think about and organize important documents. It is easier, safer and more efficient than email.

Reach out to the Planworth team to see what Tarsem and Ali had to say about the integration and SideDrawer’s guided organization and collaborative approach to document management by filling out our Demo / Trial request form here: https://www.planworth.co/contact-us/

How Planworth Can Help

Planworth helps advisors strengthen relationships and grow their business by unlocking financial, tax and estate planning opportunities for their clients now and over a lifetime. Contact us to book a demo.

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