2. The method of claim 1 , wherein providing the first advisor access to the first financial document comprises transmitting the first financial document to the advisor over the network in response to the reception of the request for the first financial document, the reception of the request being received through the electronic collaboration forum.
1. A computer implemented method for enabling collaboration between advisors and clients, the method being implemented in a computer system comprising one or more processors configured to execute computer program modules, the method comprising: receiving requests to define a collaboration team that includes advisors associated with a client, wherein the requests further define different scopes of authorization for the advisors to access financial documents including financial information associated with the client; hosting, over a network, an electronic collaboration forum that enables collaboration between the advisors and the client and, responsive to receipt of the selections, selectively provides the advisors access to stored financial documents associated with the client in accordance with the scopes of authorization for the advisors defined in the requests; providing a first advisor access to a first financial document associated with the client through the electronic collaboration forum, responsive to reception of a request for the first financial document from the first advisor and to the scope of authorization for the first advisor permitting access to the first financial document; receiving a modification to the first financial document from the first advisor via the electronic collaboration forum; modifying, by the one or more processors, the first financial document accessible through the electronic collaboration forum in accordance with the received modification; and providing access to the modified first financial document via the electronic collaboration forum for (i) the client and (ii) the advisors associated with scopes of authorization that permit access to the first financial document.