This is your guide to getting started with Slant. On this page, we’ll explain what Slant is, how it works, and how to start using it to streamline your day-to-day operations.

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What is Slant?

Slant is an AI assistant that uses intelligent agents to help financial advisors handle repetitive tasks, automate processes, and proactively manage client and prospect relationships. With Slant, you can:
  • Chat with client records
  • Record your meeting notes
  • Schedule annual reviews
  • Send meeting recaps
  • Fill and extract data from PDFs
  • Much more
The goal of Slant is simple: cut admin work, eliminate repeatable tasks, and help advisors stay one step ahead with proactive outreach for your book of business.
A “book” refers to the clients and prospects that you personally manage. In Slant, your book is pulled directly from your CRM and includes only the clients and prospects that have been assiged to you.

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Core Features

Chat with your assistant

Chat with your AI assistant and get answers and proactive suggestions.

AI Agents

AI-powered workflows that automate tasks and handle complex processes.

Notetaker

Prepare for meetings, take notes, create summaries, and assign post-meeting tasks.

Tasks

Action items from meetings, notes, and agents - many completed for you by AI.

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Frequently Asked Questions