Skip to main content
Client PortalSecure InviteAssigned Advisor

A better way for hands-on clients to work with their advisor.

Clients enter through the secure link created from their profile. Messages, meeting requests, documents, and profile changes route only to the advisor assigned by firm leadership.

Secure access

Email plus a time-limited invite code creates an HTTP-only portal session.

Advisor isolation

Only the assigned advisor receives the client’s new portal inbox activity.

Automatic reassignment

Changing the advisor updates future routing and unresolved portal items.

Personal scheduling

The client sees the Calendly link saved by their assigned advisor.

Advisor review

Every request routes to advisor review instead of automatic execution.

Document intake

Client document and profile events are recorded for advisor follow-up.

Secure AccessAdvisor Invite

Client access

Use the email and secure code from the client portal link created by the lead advisor or account owner.

The advisor field is not client-editable. Slice resolves it from the assignment saved in the firm account.
Client portal submissions are routed for advisor review. Buy and sell requests are not automatic orders or recommendations.