Summit Advisory Partners

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Advisory · Compliance · Client service

Summit Advisory Partners

A private client workspace for documents, correspondence and ongoing advisory engagement.

Client self-serviceDocument libraryTwo-way messaging

Organised document service

Keep advisory, compliance and financial files attached to the right client account.

Private correspondence

Clients and service teams keep follow-ups and decisions in one continuous thread.

Separate workspaces

The firm manages accounts centrally while each client sees only their own workspace.

How it works

  1. 1

    The firm invites a client and opens their workspace

  2. 2

    Documents and updates are shared against the client account

  3. 3

    The client reviews files and replies from the same secure-feeling workspace

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Need a branded client workspace around your service process?