Glossary - Slant docs

Quick reference for terms you’ll encounter across Slant.

Core concepts

Term	Definition
Book	Your workspace in Slant. All clients, tasks, meetings, and data are organized within a book. Each book has a principal (the advisor who owns it) and can be shared with team members.
Household	A family unit in Slant — either a client or a prospect. Contains a head of household and optional members like a spouse or dependents.
Client	An active, paying household. Clients have service tiers, AUM tracking, review schedules, and access to the full range of Slant features.
Prospect	A potential household being cultivated. Shares the same structure as a client but can be promoted to a client when they become a paying customer.
Other contact	A professional relationship that isn’t a client or prospect — CPAs, attorneys, referral sources, or other centers of influence.
Business	An organization or company record. Businesses can be linked to households and other contacts.
Person	An individual within a household or other contact. Each person has their own contact details, role (head of household, spouse, dependent), and profile.

Relationship terms

Term	Definition
Head of household	The primary person in a household. Every household must have exactly one head of household — typically the main client contact.
Service tier	A priority level assigned to clients. Default tiers are A (highest), B, C, and D (lowest). Tiers drive filtering, review cadences, and touchpoint goals. Books can customize tier labels and add up to 8 tiers.
AUM	Assets under management. The total value of financial assets managed on behalf of a client. Tracked automatically via custodian integration or entered manually.
Review cadence	How often you meet with a client for formal reviews. Options include monthly, quarterly, trimesterly, semi-annual, and annual. Configured in engagement settings.
Touchpoint	Any interaction with a client between formal reviews — emails, calls, meetings, or messages. Slant tracks touchpoints automatically from your connected integrations.
Principal	The advisor who owns a book. Each book has one principal whose name and initials appear on the book.

Activity terms

Term	Definition
Task	A to-do item that can be assigned to a team member, given a due date, and linked to a household or other record. Tasks can be created manually, from templates, or automatically by meetings, sequences, and automations.
Meeting	A calendar event that Slant tracks. The notetaker can join online meetings to record, transcribe, and generate summaries and action items.
Project	A structured workflow with milestones, tasks, and optional outcomes. Projects are based on project types and help you manage multi-step processes like client onboarding or annual reviews.
Opportunity	A potential deal or revenue event tracked through a pipeline. Opportunities have a value, probability, expected close date, and move through stages.
Note	A text record attached to a household or other contact. Notes support rich text formatting including tables, and can be created from templates.

Automation terms

Term	Definition
Automation	A rule that triggers automatically based on events (like a task being completed or a meeting ending) and executes actions (like creating a task or sending an email). See automations.
Sequence	A timed series of automated emails and tasks for prospect nurturing or client follow-up. When a recipient responds to an email or books time on your calendar, they are automatically removed from the sequence. See sequences.
Scouting	An AI-powered tool that searches over 300 million professional profiles to find people matching a description you provide in plain English. Matching profiles can be imported directly as prospects. See scouting.
Magic button	A special automation trigger that appears as a clickable button on household and meeting records. Clicking it runs the automation immediately — no event needed. See magic buttons.

Integration terms

Term	Definition
Custodian	A financial institution that holds client assets (e.g., Schwab, Fidelity, Pershing). Slant integrates with custodians to automatically sync account data and balances.
Notetaker	An AI bot that joins your online meetings, records them, and generates transcripts, summaries, and recommended tasks. See notetaker.

Interface terms

Term	Definition
Sidebar	The navigation panel on the left side of Slant. Use it to switch between pages like clients, tasks, meetings, and settings.
Command palette	A quick-access search bar opened with `Cmd + K` (Mac) or `Ctrl + K` (Windows). Search for records, navigate to pages, or run actions. The preview pane shows household member details — name, role, email, and phone — each with a copy icon.
Quick actions	Keyboard shortcuts for creating records quickly. Press `C` followed by a letter to create a specific record type (e.g., `C` then `T` for a new task).

Data terms

Term	Definition
Custom field	A user-defined data field added to households, people, businesses, or opportunities. Custom fields let you track data specific to your practice. See custom fields.
Tag	A label applied to households or businesses for categorization and filtering. See labels and tags.
Label	A color-coded category applied to tasks, notes, or opportunities. See labels and tags.
Data view	A saved configuration of columns, filters, and sort order on a list page. Each view can be customized independently. See data views.
Pipeline	A series of stages that opportunities move through. Pipelines can be scoped to prospects, clients, or both. See pipelines and stages.
CSV import	A way to bring data into Slant by uploading a CSV file. Supports importing clients, prospects, other contacts, and notes. See CSV import.

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