For enterprise firms
Many teams, one standard
Branches, teams, and supervising principals — with each team's book scoped to that team and the firm's policy applied to all of them.
Cedar Wealth Partners
Branches3
Advisor teams11
Policyfirm-wide
Structure
Your org chart is part of the model
In a firm of any size, who may see and who must approve are structural questions. Sluice reads branches, teams and personnel as first-class records, resolves the supervising principal from them, and scopes every screen accordingly.
- Branch → team → personnel, with the approver resolved from the structure
- Firm policy is configuration, not a fork — custodian rules overlaid per firm
- Isolation is enforced in the database, so a new screen inherits it by default
Cedar Wealth Partners
Branches3
Advisor teams11
Policyfirm-wide
Deployment
Runs in your environment if it has to
Enterprise security review usually ends in the same question: where does the data sit. Sluice ships as a container with its schema and its migrations, so the same application can run inside your cloud, behind your network boundary, with keys you hold.
Reads from and writes back to
- NFS · Fidelity
- Altruist
- Envestnet
- Wealthbox
- Dynamics 365
- DocuSign
- Salesforce
- Redtail
See it against your own book
Bring a household that has given you trouble. Thirty minutes, no deck.
Request a demo