SideDrawer and Estateably continue technological integration


SideDrawer Inc.

Successively

TORONTO, ONTARIO, CANADA, November 15, 2021 /EINPresswire.com/ – Side Drawer, the first API-oriented client-oriented document collaboration platform, and Successively, the first cloud-based estate administration platform for professionals in Canada, is pleased to announce an agreement to continue technological integration between the two API-based platforms.

The two technology companies have developed highly scalable and flexible platforms designed to enable professionals to better serve their clients: SideDrawer’s document and data collaboration platform is used to securely collaborate and organize people’s lives; Successively streamlines the workflow processes associated with administering an estate after an unfortunate death.

“This technological integration aligns well with Estateably’s mission to dramatically reduce the time and effort required for professionals to serve their clients in property administration,” said Ari Brojde, co-founder and CEO of Estateably. “The seamless flow of information and documents stored in a SideDrawer account in Estateably’s interface will drastically reduce data entry requirements and minimize potential errors, saving legal staff a lot of time and costs. ‘efforts during the estate administration process – allowing them to pass significant cost savings on to clients. “

With the proposed integration, a user of both platforms will be able to effortlessly and securely integrate the data and documents required during probate and estate administration processes in Estateably. Conversely, documents generated while administering an estate using Estateably can be transferred to SideDrawer, making it a mutually beneficial cooperation for business users of both companies’ products – and customers they serve.

“Maintaining a relationship with a client’s family, beneficiaries or executor after an unfortunate death is a goal for many financial advisers, but it has always been difficult to achieve. This integration will allow counselors to become more involved with family and beneficiaries, to offer additional services and to maintain a central role with the next generation, as they did for the main client, ”said Ali Qureshi, Co-Founder and Revenue Director of Lateral Drawer.

About Estateably

Founded in 2018, Estateably develops cloud-based solutions for North American trust and estate practitioners. Its flagship product is a workflow and productivity tool that helps streamline estate administration by automating the completion of estate court and case law letter forms, simplifying inventory and accounting entry. estate and enabling one-click reports to estate stakeholders. Since its launch in January 2021, the platform has been feeding the estate and trust administration practices of more than 300 companies. For more information visit www.estateably.com

About SideDrawer

SideDrawer is an API-based document management platform that enhances the customer experience around collaboration and organization for businesses of all sizes. Our SaaS product is used by advisers, planners, executors, and other professionals to securely collect and share sensitive customer data and documents. Our infrastructure-independent APIs are truly scalable, allowing fintechs and enterprises to save significant development resources on non-essential but critical document management workflows. For more information, please visit https://www.sidedrawer.com or download our mobile applications from the Apple App Store or Google Play Store, or register on https://my.sidedrawer.com.

Ali Qureshi
SideDrawer Inc
+1 855-494-4485
write us here

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