Skip to main content
Slant is a CRM built specifically for wealth management advisors. It helps you manage client relationships, track tasks and meetings, and automate your practice 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

Before diving in, here are the key concepts you’ll encounter in Slant:

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, dependents, and other family members.

Contact

A professional relationship that isn’t a client—CPAs, attorneys, referral sources, and other centers of influence.

​
What you can do with Slant

Track households, manage contact information, view communication history, and maintain detailed notes on every client interaction.
Create tasks for yourself or your team, set deadlines, and track completion. Use recurring tasks for regular check-ins.
Connect your calendar, record meetings with the AI notetaker, and get automatic transcripts and summaries.
Build custom workflows that trigger automatically, create email sequences, and use AI agents to handle routine tasks.
Manage your sales pipeline with customizable stages, track AUM, and convert prospects to clients.

​
Next steps

Quick start

Get up and running in 10 minutes

Navigation guide

Learn your way around the Slant interface

Import your data

Bring your existing client data into Slant

Glossary

Key terms and definitions