Authentication & Access: Why Your Client Data is Safer in Advicly Than in Your Email Inbox

In the world of wealth management, security breaches rarely happen via brute force attacks on a data center. More often, they happen through compromised user accounts and poor access management.

As you automate your client meetings and centralize client profiles, the question of who can access that sensitive data is paramount. At Advicly, we treat access control not as a feature, but as the primary security gate protecting your business.

The Problem: Single Points of Failure

Relying on simple, unverified passwords or sharing login details creates dangerous single points of failure. If one employee leaves or an account is compromised, your entire client history—including detailed meeting transcripts, financial goals, and sensitive documents—can be exposed.

Advicly's Ironclad Access Policy

Advicly is engineered to ensure robust identity verification and strict separation of duties using advanced authentication controls:

1. Secure Authentication Framework: We utilize Supabase Auth as our foundation. This is a battle-tested system that supports industry-standard protocols like OAuth and secure email/password methods. This ensures that every login attempt is handled with maximum security.

2. Unique and Verified Users: Access is strictly managed. Every user of Advicly—whether you are a sole trader or part of a larger team—must authenticate their identity. There is no sharing of generic accounts; every action is tied back to a verified individual.

3. Client-Level Segmentation: Your meetings and client profiles are rigorously segmented. When an advisor logs in, they only access the client data and documents associated with their permissions, maintaining privacy and confidentiality across your practice.

4. GDPR-Ready Logging: In compliance with UK GDPR standards, every access event, every document upload, and every action taken on the Advicly platform is logged. This provides a clear, auditable trail, allowing you to quickly verify who accessed what, and when—crucial for security investigations and regulatory compliance.

The Bottom Line: Your Advicly dashboard is protected by more robust, verifiable controls than the average email account. We ensure that only the right person, with the right credentials, accesses the right client data.