Prime Adviser Portal

Generate and retrieve SOAs.

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

+ Generate New SOA

Uploaded

1

Processing

1

Ready

1

Failed

1

SOA Requests

Search by client or investor name.

ClientSubmittedStatusScoreAction

John Smith

SOA-1001

2026-06-07Processing-View

Jane Brown

SOA-1002

2026-06-06Ready92 StrongDownloadView

Grant Parker

SOA-1003

2026-06-06Uploaded-View

Bettina Parker

SOA-1004

2026-06-05Failed41 High RiskView