Prime Adviser Portal

Generate and retrieve SOAs.

Upload client files, track the SOA status, and download the completed document when ready.

Uploaded

Processing

Ready

Failed

SOA Requests

Search by client or investor name.

Client	Submitted	Status	Score	Action
John Smith SOA-1001	2026-06-07	Processing	-	View
Jane Brown SOA-1002	2026-06-06	Ready	92 Strong	Download View
Grant Parker SOA-1003	2026-06-06	Uploaded	-	View
Bettina Parker SOA-1004	2026-06-05	Failed	41 High Risk	View