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Customize meeting types

Meeting types are no longer a fixed list. Slant includes locked default types, and admins can now add custom company-wide meeting types — each with a name, color, and AI description that helps Slant classify meetings and tailor notes and tasks. Manage them from Settings → Data customizations.

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Dialpad phone integration

Dialpad joins RingCentral, CurrentClient, and MyRepChat as a supported phone provider. Connect your Dialpad account to sync SMS conversations and call history — including recordings and transcripts — into Slant.

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Redesigned custodian settings with in-app release guides

The Settings → Custodian page has a new look — pick your custodian from the list, enter your advisor code, and follow the new step-by-step guide for releasing your data to Slant. Guides are available for Schwab, Fidelity, Pershing, Interactive Brokers, and DST.

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Lock notes by default, and pin locked notes

Two improvements to note locking: admins can now have every new note lock automatically from company settings, and locked notes can be pinned without unlocking them first.

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Phone number extensions

Phone numbers now support extensions. Add an extension when entering a phone number, and it displays alongside the number everywhere it appears — list columns, person pages, and the public API.

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Notes on financial accounts

The account edit form now includes a Notes field, so you can keep free-form context about an account right where you manage its details.

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Projects in the public API

The public API now includes endpoints for projects. Other API additions this week: meetings expose their advisors and can be filtered by advisor and meeting type, households can be filtered by type (including past clients), and people support phone extensions.

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API connections: MCP and Zapier for everyone

The API tokens settings page is now API connections, with dedicated tabs for personal access tokens, MCP, and Zapier. The MCP connection — previously limited to internal use — is now available to all users, so you can connect Slant to MCP-compatible AI clients.