Each of these is a real capability we design, build, and deploy — not a list of SharePoint features. We build the thing that makes it work for your business.
👥Client Library & Governance
Separate, governed areas for Active Clients, Prospects, Trusts/Companies, and Archive. Not a lift-and-shift of an existing shared drive — a clean, structured environment designed around how advisers actually work.
🔗CRM & Excel Integration
Client folders matched to CRM records using Firstname, Surname, and Match Name columns with XLOOKUP. Handles joint clients, primary and secondary Enable references, and shortened first names. Metadata populated from your source data automatically.
📊Adviser Views
My Clients, Active Clients, Reviews Due, and Missing Metadata views — driven entirely by metadata. Each adviser sees their own clients without browsing. Compliance managers see the full picture across all advisers.
📝Annual Review Automation
Word review documents generated from templates — populated with client data from Excel, adviser details from SharePoint, and meeting or background documents attached to the client record. Removes hours of document preparation for each review cycle.
🎯Prospects Folder Automation
When a prospect is added to SharePoint, their folder structure is created automatically — ready for suitability documents, fact finds, and correspondence from the first contact. Already built and working.
📋Compliance & Retention
Sensitivity labels, retention policies, and audit logging configured for FCA-relevant data. Document classification by type — suitability reports, KYC documents, meeting notes — with appropriate governance applied to each.