Skip to main content
Search or run a command...
⌘K
SC
Sarah Crowther
HP
Hawthorn Wealth Partners
Today
Inbox
Reports
Supervision
Households
Pipeline
Fact-finds
Cases
Compliance
Conduct Risk
Calendar
Recent
Bennett Family
Whitlow Family
Sutton Household
Harrison Household
Pinned
Pin households for quick access
Settings
Help
Collapse
Sutton Household
Compliance
1 supervision item open
Compliance
1 supervision item open
Fact Find
60/100
Documents
1 on file
Meetings
today
Households
/
Sutton Household
/
Meetings
Meetings
Drop a meeting recording here, or click to browse
MP3 · MP4 · WAV · WebM · OGG · FLAC · M4A · max 20 MB
sutton-bereavement-discovery.wav
Transcribed
2 May 2026 · 4 KB
Review →
Delete
DEV
surface: personas · signed in:
Sarah Crowther
[PRINCIPAL]
persona:
Adviser — Principal (Sarah Crowther)
Adviser (Michael Penberthy)
Paraplanner (Olivia Singh)
Compliance Supervisor (Emma Walsh)
MLRO (James Hartford)
Tenant Admin (Robert Linton)
Client — Bennett Family (richest)
Adviser — Principal (Sarah Chen)
Adviser (Mark Whittaker)
Paraplanner (Jess Tan)
MLRO (David Park)
Client — Hayes Family (richest)
logout