Getting started
What is Slant?
What is Slant?
Slant is a CRM designed for wealth management advisors. It helps you manage client relationships, track tasks and meetings, automate workflows, and grow your practice.
How do I get started?
How do I get started?
After signing up, connect your email account, add your first client, and explore the interface. See the Introduction for an overview of Slant’s core features.
What is a book in Slant?
What is a book in Slant?
A book is your workspace in Slant. It contains all your clients, prospects, tasks, and data. Most advisors have one book, but larger firms may have multiple books for different teams. Learn more in the Glossary.
What is the difference between a client and a prospect?
What is the difference between a client and a prospect?
Clients are households you actively serve. Prospects are potential clients you’re cultivating. Prospects can be converted to clients when they sign on. Both are types of households in Slant.
Email and calendar
Which email providers does Slant support?
Which email providers does Slant support?
Slant integrates with Gmail/Google Workspace, Microsoft 365/Outlook, and Exchange. See Connecting email accounts for setup instructions.
Will my emails be visible to my team?
Will my emails be visible to my team?
Emails synced to Slant are visible to team members who have access to the same book. Internal company emails (within your domain) are filtered out. You can also use the blacklist feature to exclude specific senders.
Can I send emails from Slant?
Can I send emails from Slant?
Yes. Once you connect your email account, you can compose and send emails directly from client records. Emails are sent through your actual email account, so they appear in your sent folder.
How often does email sync?
How often does email sync?
New emails typically sync within a few minutes. The exact timing depends on your email provider.
Clients and contacts
What is the difference between a person and a household?
What is the difference between a person and a household?
A household represents a family unit (e.g., “The Smith Family”). People are individuals within that household (John Smith, Jane Smith). Every household has at least one person — the head of household.
What are other contacts used for?
What are other contacts used for?
Other contacts are professional relationships that aren’t clients — CPAs, attorneys, referral sources, etc. They have their own section separate from your clients and prospects.
How do I import my existing clients?
How do I import my existing clients?
You can import via CSV file or migrate from another CRM. See Importing data for options.
Can I merge duplicate records?
Can I merge duplicate records?
Yes. If you have duplicate households, you can merge them to consolidate the data.
Tasks and productivity
Can I create recurring tasks?
Can I create recurring tasks?
Yes. When creating a task, you can set it to recur on a schedule. See Recurring tasks.
What are task labels?
What are task labels?
Labels help you categorize tasks (e.g., “Follow-up,” “Compliance,” “Admin”). They’re created at the company level so your team uses consistent categories. See Task labels.
Automation
What is the difference between workflows and sequences?
What is the difference between workflows and sequences?
Workflows are automations triggered by events (new client created, tag added, etc.) that can perform actions like creating tasks or sending emails. Sequences are specifically for sending timed email campaigns to multiple recipients.
How many people can I enroll in sequences?
How many people can I enroll in sequences?
There is a limit of 100 active enrollees across all sequences at any time. This protects email deliverability and ensures quality outreach.
Do sequences send on weekends?
Do sequences send on weekends?
No. Sequence emails only send during business hours (9 AM — 5 PM) on weekdays in your timezone.
Integrations
How does custodian data work?
How does custodian data work?
If your firm has custodian integration set up, account data syncs automatically each night. You link custodian accounts to households, and portfolio data (balances, holdings) appears in Slant. See Custodian integrations.
Which integrations does Slant support?
Which integrations does Slant support?
Slant integrates with email providers (Google, Microsoft, Exchange), phone systems (RingCentral, MyRepChat), storage providers (Google Drive, Dropbox, Box, ShareFile, Egnyte, OneDrive), and custodians. See Integrations overview for the full list.
Is my data secure?
Is my data secure?
Yes. Slant uses encryption for data in transit and at rest, OAuth for email integration (no passwords stored), and PII filtering before data is sent to AI models. See the Security documentation for details.
Team and permissions
How do I add team members?
How do I add team members?
Go to Settings > Team and invite a new team member. Enter their email and set their role. They’ll receive an invitation to join. See Team members.
What roles are available?
What roles are available?
Book roles include Principal (the advisor who owns the book), Contributor (full data access), and Viewer (read-only access). A custom permissions system provides additional resource-level controls. See Permissions.
Can different team members see different clients?
Can different team members see different clients?
All team members with access to a book can see all clients in that book. For separate client lists, use multiple books with different team access.
Billing
How does billing work?
How does billing work?
Check Settings > Billing for your current plan and payment details.
How do I change my plan?
How do I change my plan?
Contact our team or visit Settings > Billing to manage your subscription.
Getting help
How do I contact support?
How do I contact support?
Email support@slant.app or press
? in Slant to open the help chat. Include details about your issue for faster resolution.Where can I request new features?
Where can I request new features?
Contact support with feature suggestions. We review all requests and prioritize based on user needs.