- Chat with your CRM to draft emails, prep agendas, and automate outreach
- Get proactive nudges to strengthen client relationships
- Record meetings and get automatic summaries and action items
- Keep client processes on track with pipelines, projects, and workflows
Who Slant is for
Slant is designed for small-to-mid-size advisory firms with these roles:- Financial advisors — Manage client relationships and grow your practice
- Operations managers — Configure integrations, manage data, and oversee workflows
- Client service associates (CSAs) — Handle day-to-day client interactions and tasks
Core concepts
Book
Your workspace in Slant. Think of it like a Slack workspace — all your clients, tasks, and data live within your book.
Household
A family unit you serve. Every household is either a Client (active customer) or Prospect (potential customer).
Person
An individual within a household. Each household has a head of household, and may include a spouse or partner, dependents, and other family members.
Other contact
A professional relationship that isn’t a client — CPAs, attorneys, referral sources, and other centers of influence.
Core features
Workflows
Automated processes that trigger based on events, create tasks, send notifications, and update records.
Meetings
Prepare for meetings, record notes, create summaries, and assign post-meeting tasks.
Tasks
Track action items from meetings, notes, and workflows across your book.
Opportunities
Track prospects through your pipeline and forecast new business.
CRM
Manage your clients, prospects, other contacts, and businesses in one place.
Next steps
Import your data
Bring your existing client data into Slant
Glossary
Key terms and definitions