Skip to main content
Quick answers to the most common questions about Slant.

​
Getting started

Slant is a CRM (Customer Relationship Management) platform designed specifically for wealth management advisors. It helps you manage client relationships, track tasks and meetings, automate workflows, and grow your practice.
After signing up, connect your email account, add your first client, and explore the interface. Check out our Quick start guide for a step-by-step walkthrough.
A book is your workspace in Slant—like a Slack workspace. It contains all your clients, tasks, and data. Most advisors have one book, but larger firms may have multiple books for different teams. Learn more in our Glossary.
Clients are households you actively serve—they’re paying customers. 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

Slant integrates with Gmail/Google Workspace, Microsoft 365/Outlook, and Exchange. See Connecting email accounts for setup instructions.
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 by default. You can also use the blacklist feature to exclude specific senders.
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.
New emails typically sync within a few minutes. The exact timing depends on your email provider. Calendar events sync in near real-time.

​
Clients and contacts

A household represents a family unit (like “The Smith Family”). People are individuals within that household (John Smith, Jane Smith). Every household has at least one person—the head of household.
Contacts are professional relationships that aren’t clients—CPAs, attorneys, referral sources, etc. They have their own section separate from your clients and prospects.
You can import via CSV file or migrate from another CRM. See Importing data for options. For full migrations from Wealthbox or other CRMs, contact our team for assistance.
Yes, if you have duplicate clients or contacts, you can merge them to consolidate the data. Contact support for help with bulk duplicate resolution.

​
Tasks and productivity

Tasks can have due dates and times. You’ll receive reminders as due dates approach. Overdue tasks are highlighted so you can prioritize them.
Yes! When creating a task, you can set it to recur daily, weekly, monthly, or on a custom schedule. See Recurring tasks.
Labels help you categorize tasks (e.g., “Follow-up,” “Compliance,” “Admin”). They’re created at the company level so everyone uses consistent categories. See Task labels.

​
Automation

Workflows are general automations triggered by events (new client, tag added, etc.) that can perform any action. Sequences are specifically for sending timed email campaigns to multiple recipients.
Agents are AI-powered automations that can reason about situations and take appropriate actions. Unlike workflows that follow fixed rules, agents can analyze context and make decisions.
There’s a limit of 100 active enrollees across all sequences at any time. This protects email deliverability and ensures quality outreach.
No, sequence emails only send during business hours (9 AM – 5 PM) on business days in your timezone. This ensures emails arrive when recipients are likely to see them.

​
Integrations

If your firm has custodian integration set up, account data syncs automatically each night. You link custodian accounts to households, and their portfolio data (balances, holdings) appears in Slant. See Custodian integrations.
Slant integrates with email providers, calendars, and custodians. For other tools, check with our team about available options or upcoming integrations.
Yes. Slant uses encryption for data in transit and at rest, OAuth for email integration (no passwords stored), and follows security best practices. See our Security documentation for details.

​
Team and permissions

Go to Settings → Team and click Invite team member. Enter their email and set their role. They’ll receive an invitation to join. See Team members.
There are several roles: Principal (owner), Admin (full access including settings), Member (full data access, limited settings), and Read-only (view only). See Permissions.
Currently, all team members with book access can see all clients in that book. For separate client lists, use multiple books with different team access.

​
Billing and plans

Slant bills monthly or annually based on your plan. Check Settings → Company → Billing for your current plan and payment details.
Yes, contact our sales team or access billing settings to upgrade or modify your plan. Changes typically take effect at the next billing cycle.
If you cancel, you’ll retain access until the end of your billing period. You can export your data before cancellation. Contact support to initiate cancellation.

​
Getting help

Email [email protected] or use the Help button in Slant. Include details about your issue for faster resolution.
Check with our team for current mobile app availability. Slant’s web interface works on mobile browsers as well.
We love feedback! Contact support with feature suggestions. We review all requests and prioritize based on user needs.

​
Next steps

Troubleshooting

Fix common issues

Contact support

Get personalized help