Slice joins real-time market data, sourced research, knowledge graphs, portfolios, client relationships, documents, communications, workflows, AI agents, and review-first controls in one advisor intelligence platform. It is built to show not only what changed, but why it matters, who it affects, and what should happen next.
Markets, news, documents, client activity, workflows, and firm data enter one monitored operating layer.
The knowledge graph links securities, themes, portfolios, clients, tasks, communications, and compliance context.
Specialized AI agents rank materiality, identify relationships, model risk, and propose next-best actions.
Advisors move from signal to portfolio review, client draft, task, meeting, alert, or documented decision.
Permissions, review gates, source evidence, audit trails, and retention rules remain attached to the work.
Most financial tools stop at data, research, CRM, planning, or communication. Slice is designed as the connective layer between all of them—so information can become controlled, explainable work without losing its source or context.
Combines provider-backed market data, sourced news, technical context, macro relationships, portfolio exposure, client needs, and prior firm knowledge into one evidence map.
Moves important context into the actual work of the firm: portfolio reviews, client drafts, meeting preparation, tasks, reminders, documents, approvals, and team routing.
Keeps permissions, source evidence, human approvals, system health, audit context, retention, and founder-level controls attached to every sensitive workflow.
A market movement can remain connected to the provider timestamp, the related article, the affected portfolio, the relevant client, the generated draft, the approving advisor, and the final recorded action. That path is the foundation for better context, continuity, and control.
The homepage calls Slice’s strict Alpha Vantage route explicitly, observes actual provider changes over time, and supplements the quote board with intraday bars, market status, technical context, latency, quality, and freshness. No synthetic fallback price is displayed as live data.
Confirm that ALPHA_VANTAGE_API_KEY is configured in the deployment environment. Real-time US equity labels also require the appropriate Alpha Vantage entitlement.
The graph is not decorative. It represents the system Slice is building: market observations, sourced articles, agents, portfolios, clients, documents, workflows, communications, firm memory, founder control, and compliance are connected so downstream work can retain its upstream evidence.
The platform is deliberately broad, but the experience is structured. Intelligence explains what matters. Operations turns it into work. Automation removes repetition. Governance keeps that work controlled and reviewable.
Slice continuously turns provider data and sourced information into ranked, explainable advisor context.
Strict provider-backed quote, freshness, quality, latency, technical, and session context.
The public homepage never invents prices. It requests Alpha Vantage explicitly and preserves the last confirmed provider value when a refresh fails.
Cron-scouted articles from official feeds and Alpha Vantage market news.
Articles are deduplicated, ranked for recency and relevance, connected to tickers and themes, and retained as a public daily edition.
Allocation, concentration, liquidity, tax context, drift, and scenario review.
Market and research signals can move directly into portfolio analysis without losing source or suitability context.
Technical opportunity filtering, risk signals, watchlists, and alert thresholds.
Slice monitors broad universes and advisor watchlists, then prioritizes the small set of changes that deserve human attention.
Instead of isolated market, CRM, research, email, and workflow surfaces.
Research, risk, client, document, workflow, and governance agents coordinate.
Sources, provider timestamps, relationships, and review status remain attached.
The advisor or firm reviewer owns sensitive client-facing decisions and output.
A protected cron job gathers official market and regulatory feeds plus Alpha Vantage Market News & Sentiment, removes duplicates, scores relevance and materiality, stores a durable daily edition, and serves the same evidence-linked feed to the homepage and blog.
The cron route and public feed are included in this replacement. Configure CRON_SECRET, the database, and ALPHA_VANTAGE_API_KEY, then deploy the included Vercel schedule.
The scheduled scan writes a batch to Slice’s existing PostgreSQL database. Page visitors read the latest completed batch instead of initiating expensive provider and source requests themselves. If a new scan fails, the last confirmed edition remains available with its original generation time.
Slice is designed around coordinated specialization rather than a single agent attempting every task. Each path can inspect a different part of the problem, challenge assumptions, and return its findings to the central graph before any workflow is proposed.
Watches price, breadth, session state, volume, and technical change.
Scouts, deduplicates, ranks, and links sourced articles to relevant entities.
Connects policy, rates, inflation, liquidity, and economic releases to portfolios.
Maps signals into exposures, scenarios, concentration, and advisor talking points.
Adds goals, preferences, assigned-advisor context, service history, and next needs.
Extracts facts, obligations, decisions, and reusable knowledge from files.
Builds editable drafts, briefs, meeting prep, and approved delivery paths.
Checks permissions, sensitive language, source evidence, and review requirements.
Different agents inspect different evidence and reduce single-path blind spots.
Findings are joined to shared entities, relationships, prior decisions, and policies.
The result becomes a draft, task, review, alert, scenario, or recorded decision—not an uncontrolled action.
The platform is designed to reduce the distance between noticing something and completing the right work—without removing the source, relationship, permission, or human review that makes the action trustworthy.
A price moves, a source publishes, a client writes, a document arrives, or a task becomes due.
The graph connects the event to securities, themes, portfolios, clients, documents, and prior decisions.
Specialized paths independently test materiality, relevance, risk, and possible downstream actions.
Source, timestamp, provider state, evidence, affected relationships, and confidence stay visible.
Slice can propose a review, task, scenario, meeting brief, client draft, alert, or documented decision.
The advisor or firm reviewer approves, edits, suppresses, schedules, or records the action.
Create editable, source-aware email and briefing drafts; compare versions; route to approval; queue only the selected output.
Combine recent messages, documents, portfolio changes, open tasks, risk context, and relevant market events into one preparation surface.
Extract facts and obligations from uploads, connect them to the right client or entity, and create tasks or review queues without losing the original record.
Slice can feel like one coherent operating system while still presenting the right information, actions, and review responsibilities to the founder, advisor, firm team, and client.
Firm-wide system visibility, team oversight, health, priorities, feature control, and leadership-level operations.
Founder loginClients, markets, research, portfolios, drafts, tasks, meetings, documents, alerts, and the personal advisor bot.
Advisor accessAssigned-advisor relationship, secure messages, document intake, meeting access, risk updates, and advisor-reviewed communication.
Client loginThe purpose of Slice is not to hide uncertainty or remove the advisor from the decision. It is to make evidence easier to find, relationships easier to understand, repetitive work easier to complete, and sensitive output easier to review.
Review the security postureReal-time, delayed, closed, stale, and unavailable data states are visibly different.
The Alpha Vantage API key stays server-side and is never sent to the browser.
Client-specific or recommendation-like output remains subject to human review.
Original article links, source names, timestamps, and relevance reasons remain attached.
Role-based access separates founder, advisor, firm, and client data and actions.
Scheduled jobs, source health, integration health, and retained editions can be monitored.
These points clarify what the homepage is showing, what depends on deployment configuration, and where the advisor remains in control.
Slice is an advisor intelligence and operating platform that connects real-time market data, sourced research, portfolios, clients, documents, workflows, AI agents, and review-first governance in one system.
Enter the founder portal to oversee the workspace, intelligence engines, advisor and client experiences, system health, operations, automation, and firm-wide controls.