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 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. |
| 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. |