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Welcome to Slant! This guide will give you a quick overview of what Slant is, how it works, and the core features you can start using right away to simplify your workflows and strengthen your client relationships.

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What is Slant?

Slant is an AI-first CRM built for financial advisors. It’s designed to help you spend more time with clients and less time on administrative work. With Slant, you can:
  • Chat with your CRM like it’s your assistant: draft emails, prep agendas, and automate outreach.
  • Strengthen relationships with proactive nudges.
  • Skip note-taking with instant meeting summaries and action items.
  • Keep client processes on track with pipelines, foreacasts, and projects.
  • Much more.

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Core Features

Chat

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

AI Agents

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

Meetings

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

Tasks

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

Opportunities

Track prospects through your pipeline and forecast new business.

CRM

Manage your contacts, opportunities, and projects in one place.

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Frequently Asked Questions

You’re on the right track! Keep reading to learn how to import your data and get started.
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