SideDrawer™ Inc.

A fast, mobile approach to organizing your estate! SideDrawer is the first step in a proper estate and financial plan. Professionals ➡️

[SideDrawer™ Inc. @sidedrawerapp]

@NAPFA @sidedrawerapp !!!

[SideDrawer™ Inc. @sidedrawerapp]

Do you still use paper forms for client discovery? With our newest feature, you can create mobile friendly questions that your clients can answer using simple gestures! Visit us and create a FREE account or book a demo!

#financialplanners #ria #investment #EstatePlanning

[SideDrawer™ Inc. @sidedrawerapp]

Just launched! How prepared are you for the future? Understand your estate score in a few simple clicks. #sidedrawerapp #wealth #personalfinance #estateplan

[SideDrawer™ Inc. @sidedrawerapp]

@JudMackrill hi Jud can we invite you to check out a new client discovery and lead gen tool? Our new update has an Estate Score that encourages individuals to seek professional advice. Pros can create their own q’s that users can answer in the app. Would you like to be involved?

[SideDrawer™ Inc. @sidedrawerapp]

Just getting started is sometimes the biggest hurdle. Luckily SideDrawer can guide you through some of the assets you should be thinking about. Get started today 💪. #ThursdayThoughts #thursdaymorning #wealth #Tips

[SideDrawer™ Inc. @sidedrawerapp]

@advisors @lawyers @accountants we are building the first estate planning hub. Create your profile for FREE and get FREE leads.
https://t.co/1IPFsNAhwb

#advisors #lawyer #accountants #debt #mortgage #planning #estate #money https://t.co/LucHNHcimn

[SideDrawer™ Inc. @sidedrawerapp]

https://t.co/lBH03kVXMu Make sure you aren't overlooking these items in your plan. #sidedrawer can help you make sure you are organized. #TuesdayMotivation

[SideDrawer™ Inc. @sidedrawerapp]

Digital solutions are key to improving the client experience. SideDrawer's truly native mobile app #connects clients with #advisors. Visit https://t.co/y02Ov9zMTq and create your free account to try the platform.

#finance #estate #planning #CFP https://t.co/5s8DKZEMEa

[SideDrawer™ Inc. @sidedrawerapp]

@forbes did you think about how #advisors can connect with the next generation, after the #babyboomers? Check out @sidedrawerapp that helps #advisors connect across generations.

#estateplanning #finance #cfp #estatelawyer #fintech https://t.co/eBYqSFhKNY

[SideDrawer™ Inc. @sidedrawerapp]

#advisors #lawyers #accountants we are building the first estate planning hub. Create your profile for FREE and get FREE leads.
https://t.co/FkKEGwmT95

#debt #mortgage #planning #estate #money #RIA #CFP #fintech #finance #investments https://t.co/i7l8rZhK6s

[SideDrawer™ Inc. @sidedrawerapp]

Adding your #investments in ⁦⁦@sidedrawerapp⁩ is quick and easy! You can do it on your way to work or while heading to a vacation. Images and docs are encrypted. Check our site for more info or download the app and give it a try!

#advisors #planning #finances #cfp

[SideDrawer™ Inc. @sidedrawerapp]

If your answer is No - check out https://t.co/3IQapbMWrw for a mobile app based estate organizing tool!

#Advisors this is a free app you can offer to clients to help them prepare. Win/Win situation

#planning #estate

[SideDrawer™ Inc. @sidedrawerapp]

Hey #advisors! We got you covered on item 2 in this @thinkadvisor list! Check out https://t.co/3IQapbMWrw and head on over to our Pro offering to see how you can be more engaged with your client!

#fintech #estateplanning #investments #RIA https://t.co/3mwSQhXKPq

[SideDrawer™ Inc. @sidedrawerapp]

#genius!!! https://t.co/7K1HebhHX4

[SideDrawer™ Inc. @sidedrawerapp]

@wealth_mgmt great article - thankfully @sidedrawerapp is the solution for new clients seeking a practical mobile solution. Advisors - be digitally connected and add value to your clients and their families! Visit us today!

#cfp #estateplanning #advisors https://t.co/Gmwl6JVNHf

[SideDrawer™ Inc. @sidedrawerapp]

You've worked hard to create a financial plan for your clients. Are you truly connected with them? Become a SideDrawerPro and offer your clients a free app that helps their family get organized, and allows you to connect digitally!

#advisors #financialplanning #CFP #investments

[SideDrawer™ Inc. @sidedrawerapp]

Such simple strategies yet only half the population has a Will or an estate plan! Let @sidedrawerapp take the intimidation out of the process with a super easy, fast and secure app! Visit our site for more!

#estateplan #advisors #millennials #fintech https://t.co/wxYCKmWVA4

[SideDrawer™ Inc. @sidedrawerapp]

Start the conversation with #sidedrawerapp. There is no time like the present. #conversation #SelfCareSunday #starttheconversation

[SideDrawer™ Inc. @sidedrawerapp]

Great myth buster here! No point tracking it all on paper though - @sidedrawerapp allows you to quickly track and stay engaged with your planner as your situation changes.
#financialplanning #advisors #estateplan https://t.co/K861ghrYzd

[SideDrawer™ Inc. @sidedrawerapp]

Good tips in here @NicoleSpector! And since #millennials like to be efficient, @sidedrawerapp can help organize their life as they grow towards the goal!

#advisors #financialplanning #investments #planners https://t.co/1zrNH5BRkd