Company Updates
Feature Release

HeyAdvisor Partners With SideDrawer!

-
1 min read
-
September 9, 2024

Earlier this summer, we partnered with SideDrawer, a leading secure document management platform. You can now easily incorporate HeyAdvisor’s branded content into SideDrawer's info requests, making client education and document collaboration more seamless than ever. This integration is designed to streamline workflows and elevate your client experience. Explore the benefits today and see how this partnership can enhance your business!

Learn more

No items found.

Customize This Content With Your Branding

Sign Up For HeyAdvisor Today!

HeyAdvisor is a digital content library that financial advisors leverage to connect with their clients. The highly engaging educational library of videos and infographics is white-labelled with advisor branding and can be integrated into email marketing campaigns, websites, client portals and social media. The intuitive library is grouped by life events making it easy to add value to the client relationship at times in their lives that matter most. Review our plans here.

Sammy Claydon
COO and Co-Founder of HeyAdvisor
Sammy is a producer, designer, and animator. Her understanding of financial topics as well as creative capabilities have enabled her to explain concepts visually in an informative and entertaining way.

Related Client Education Content

Related Client Education Content

Based in Toronto, Ontario, Canada
contact@heyadvisor.ca