This is feedback from Lawrence Davis, principal and consultant at Lawrence E. Davis, Business & Digital Transformation Consultants. To see if Lawrence Davis can help you in supporting you through your digital journey, please visit their website here.
"We advised an Ultra High Net Worth firm with over $4 billion in AUM on their new technology roadmap for internal users, clients, and referring advisors. This engagement covered the entire spectrum – from a new CRM for internal advisors and staff, a portfolio management system, internal document management, and a client portal platform. Naturally, we had to ensure all technology solutions had a seamless integration and facilitated the flow of data and documents into a very user friendly environment.
Through the process, we were introduced to the SideDrawer team by one of our implementation partners, and were extremely impressed with the capability of the platform. The entire due diligence, contracting and implementation phase, was very smooth giving us confidence in the platform and the team’s capabilities.
Fast forward a number of months, we could not be more satisfied with the SideDrawer team’s delivery on their commitments, as well as willingness to go above and beyond to satisfy our client. We know all stakeholders and integration vendors are very pleased with the outcome and are excited about being able to leverage the platform for additional data and document management capability as their needs evolve.
We look forward to working with SideDrawer and their team on future wealth management needs."