Core concepts
Book
Your workspace in Slant. A book contains all your clients, prospects, other contacts, tasks, and other data. Think of it like a Slack workspace — everything is organized within your book. Each book has a principal (the advisor who owns it) and can have multiple team members with different access levels. Learn more about book settingsHousehold
A family unit you serve. Every household is either a Client or a Prospect (see below). Households contain:- A head of household (required)
- Optionally, a spouse or partner
- Optionally, dependents and other family members
Client
An active, paying customer. Clients are households that you currently serve. They have:- Service tier (A, B, C, or D) indicating priority level
- Review schedule for regular check-ins
- AUM tracking (assets under management)
Prospect
A potential customer you’re cultivating. Prospects are households that aren’t yet clients. When a prospect becomes a client, you can convert them, which preserves all their data and history. Learn more about prospectsOther contact
A professional relationship that isn’t a client or prospect. Other contacts include:- CPAs and accountants
- Estate attorneys
- Referral sources
- Centers of influence
- Other professional relationships
Person
An individual human being. People belong to households or other contacts. Each person has:- Contact information (email, phone, address)
- A role within their household (head of household, spouse, partner, dependent, etc.)
- Employment and professional information
Business
An organization or company. Businesses can be linked to other contacts and employment records. Learn more about businessesRelationship terms
Head of household (HOH)
The primary person in a household. Every household must have exactly one head of household. This is typically the primary client contact.Service tier
A priority classification for clients, displayed as A, B, C, or D:- Tier A — Highest priority clients
- Tier B — High priority clients
- Tier C — Standard clients
- Tier D — Lower priority clients
AUM (assets under management)
The total market value of assets you manage for a client. AUM is tracked automatically when you connect custodian accounts, or can be entered manually.Review cadence
How often you meet with a client for formal reviews. Options include:- Monthly
- Quarterly
- Trimesterly (every 4 months)
- Semi-annual
- Annual
Activity terms
Task
An action item or to-do. Tasks can be:- Assigned to yourself or team members
- Linked to clients, other contacts, or projects
- Given deadlines and priorities
- Recurring on a schedule
Meeting
A calendar event, typically with one or more clients or other contacts. Meetings can be:- Synced from your calendar
- Created manually in Slant
- Recorded with AI transcription
Project
A multi-step initiative for a client, like onboarding, financial planning, or estate planning. Projects contain milestones and tasks. Learn more about projectsOpportunity
A potential deal or AUM growth opportunity. Opportunities move through pipeline stages as they progress. Learn more about opportunitiesNote
A written record attached to a client, other contact, or meeting. Notes support rich text formatting and can be created from anywhere in Slant.Automation terms
Workflow
An automated process that triggers based on events. Workflows can create tasks, send notifications, update records, and more. Learn more about workflowsSequence
An automated series of emails sent over time. Sequences help you nurture prospects or maintain regular contact with clients. Learn more about sequencesScouting
A research tool that helps you discover information about prospects and clients from public sources. Learn more about scoutingIntegration terms
Custodian
A financial institution that holds client assets (such as Schwab or Fidelity). Slant can connect to custodian data to track AUM and account information. Learn more about custodian integrationPrincipal
The advisor who owns a book. Each book has exactly one principal. The principal has full administrative access to the book.Email integration
Connection to your email provider (Gmail or Outlook) that syncs:- Calendar events and meetings
- Email threads with clients
- Contact information
Interface terms
Sidebar
The navigation panel on the left side of Slant containing:- Company name and settings menu
- Search bar
- Main navigation links (home, notifications, meetings)
- Activity section (tasks, projects, opportunities)
- Records section (clients, prospects, other contacts, businesses, accounts)
- Automation section (sequences, scouting, workflows)
Command palette
A quick-access search and command interface. Open with Cmd/Ctrl + K to search for anything or run commands.Quick actions
Buttons on your dashboard for creating items without navigating away:- Quick note — Create a note instantly
- Quick task — Add a task from anywhere
- Instant meeting — Start or log a meeting
Data terms
Custom field
A user-defined field that extends Slant’s default data model. Custom fields can be:- Text, number, date, boolean, select, or rich text type
- Added to households or other contacts
- Used in filters
Tag
A label used to categorize records. Tags can be applied to:- Households (clients and prospects)
- Tasks
- Businesses
- Opportunities