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Slant is an AI-first CRM built for financial advisors. It helps you spend more time with clients and less time on administrative work. With Slant, you can:
  • 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 automations

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Who Slant is for

Slant is designed for small-to-mid-size advisory firms:
  • Financial advisors — Manage client relationships and grow your practice
  • Operations managers — Configure integrations, manage data, and oversee automations
  • Client service associates (CSAs) — Handle day-to-day client interactions and tasks

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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.

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Core features

Chat

Ask questions, draft emails, create tasks, and analyze files using a conversational AI assistant.

Book chat

Query across your entire book to build reports, run calculations, and create new records.

Automations

Automated processes that trigger based on events, create tasks, send notifications, and update records.

Reports

Create reusable, AI-generated queries that return fresh results from your book’s data anytime you need them.

Meetings

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

Tasks

Track action items from meetings, notes, and automations across your book.

Opportunities

Track prospects through your pipeline and forecast new business.

Clients

Manage your clients, prospects, other contacts, and businesses in one place.

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Next steps

Import your data

Bring your existing client data into Slant

Glossary

Key terms and definitions