Available integrations
Email and calendar
Sync your email and calendar for automatic communication tracking.| Integration | Features |
|---|---|
| Gmail / Google Workspace | Email sync, calendar sync, send from Slant |
| Microsoft 365 / Outlook | Email sync, calendar sync, send from Slant |
| Exchange | Email sync, calendar sync |
Email and calendar
Set up email and calendar integration
Custodians
Connect custodian data to view client portfolios and assets.| Integration | Features |
|---|---|
| Schwab | Account balances, holdings, related parties |
| Fidelity | Account balances, holdings, related parties |
| Pershing | Account balances, holdings, related parties |
| TD Ameritrade | Account balances, holdings, related parties |
| Interactive Brokers | Account balances, holdings, related parties |
| + more | Apex, DST, Eaglebrook, Millennium Trust, TIAA |
Custodians
Connect custodian data
Phone
Enable click-to-call, SMS, and automatic call logging.| Integration | Features |
|---|---|
| RingCentral | Click-to-call, SMS, call logging |
| MyRepChat | Compliant text messaging, call logging |
| CurrentClient | SMS, call logging |
Phone
Set up phone integration
Storage
Access and manage client documents from your cloud storage provider.| Integration | Features |
|---|---|
| Google Drive | Browse, upload, organize documents |
| Microsoft OneDrive | Browse, upload, organize documents |
| Dropbox | Browse, upload, organize documents |
| Box | Browse, upload, organize documents |
| Egnyte | Browse, upload, organize documents |
| ShareFile | Browse, upload, organize documents |
Storage
Connect cloud storage
CRM import
Migrate data from your previous CRM.| Integration | Features |
|---|---|
| Wealthbox | Full data migration |
| Other CRMs | CSV-based import |
CRM import
Migrate from another CRM
How integrations work
OAuth connections
Most integrations use OAuth for secure connection:- Click Connect in Slant settings
- Sign in to the external service
- Grant permissions
- Slant accesses data securely
- No passwords stored in Slant
- Revocable at any time
- Limited to necessary permissions
API key connections
Some integrations (like MyRepChat) connect via API keys:- Get API credentials from the service
- Enter them in Slant settings
- Slant connects using those credentials
Data flow
Integrations can be:- One-way in — Data flows into Slant (custodian data)
- Two-way — Data syncs both directions (email, calendar)
Setting up integrations
Each integration type has its own settings page:- Email and calendar — Settings > Email and calendar accounts
- Custodians — Settings > Custodian (advisor code configuration)
- Phone — Settings > Phone
- Storage — Settings > File storage
Individual vs. shared connections
Some integrations are per-user:- Email accounts
- Calendar access
- RingCentral extensions
- Custodian advisor codes
- Storage providers
- MyRepChat
- CurrentClient
Security
- OAuth authentication — No passwords stored; revocable access anytime
- Encrypted credentials — API keys are encrypted at rest
- Read-only where appropriate — Custodian data is read-only
- Book-scoped access — Team members see data based on their book access
Troubleshooting
Integration disconnected:- OAuth token expired
- Password changed on connected service
- Service revoked access
- Check integration status in settings
- Verify permissions are still valid
- Look for error messages
Get help
If you cannot resolve an issue:- Check the specific integration guide
- Review Troubleshooting
- Contact Support