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Clients are active, paying households in your book. Each client has a review schedule, portfolio analytics from linked custodian accounts, and assets under management (AUM) tracking. From the sidebar, you can also jump to the people list, review manager, and past clients.

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The clients list

The clients list shows all active client households in your book. Click Clients in the sidebar to open it. The default columns are Client, Email address, Phone number, Tier, Tags, Client since, Latest email interaction, and Last meeting. You can add columns for LinkedIn, Date of birth, AUM, Next meeting, review dates, location, and more. Quick filter chips at the top let you filter by Tags and Tier. Click Filter for advanced filtering across additional fields including email, name, location, age, meetings, review dates, touchpoints, and any custom fields configured for your book. For full details on customizing columns, filters, sorting, saved views, search, and exporting, see Data views.

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Create a client

1

Click + New client

In the top-right corner of the clients list.
2

Enter the client's details

Fill in the First name, Last name, Email, Phone, and phone Type. Either a first name or email address is required.
3

Click Create

The new client appears in the list. Slant automatically creates a household with the person you entered as the head of household.
Toggle Create more at the bottom of the form to keep it open after creating a client, so you can add multiple clients in a row.
You can also create a client by promoting a prospect.

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Bulk actions

Select one or more clients using the checkboxes on the left side of the list. A selection bar appears at the bottom with these actions:
  • Tier — Change the tier for all selected clients
  • Add to project — Start a project for each selected client
  • Bulk email — Send a bulk email to all selected clients (limit of 100 recipients)
  • Add tag — Apply a tag to all selected clients
Click the … menu in the selection bar for additional actions:
  • Convert to prospect — Move selected clients to the prospects list
  • Archive to past client — Move selected clients to past clients
  • Add to sequence — Enroll selected clients in an email sequence
  • Update custom field — Set a custom field value across all selected clients
  • Change owner — Assign a different team member as owner
  • Rename households — Rename selected households using a naming template
  • Move to another book — Transfer selected clients to a different book (admins with multiple books only)
  • Delete — Permanently delete all selected clients and their data
Deleting clients removes all associated data including people, notes, tasks, meetings, and activity history. This cannot be undone.

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AUM tracking

Assets under management (AUM) is calculated automatically for clients with linked custodian accounts. The total is the sum of market values across all linked accounts and updates with each nightly custodian sync. AUM appears as an optional column on the clients list and on the client detail page when custodian accounts are linked.

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FAQ

They are the same page. Households in the sidebar under Clients takes you to the clients list. The sub-items — People, Reviews, and Past clients — provide quick access to related views.
Yes. The only requirement is either a first name or an email address. You can add contact details later from the household detail page.
AUM is the total market value of all custodian accounts linked to the client. It updates automatically with each nightly custodian sync. If no custodian accounts are linked, AUM is blank.
Yes. Switch to the All books view using the book selector in the top-left corner. The clients list will show clients from all books you have access to, and a Book column appears in the table.

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Next steps

Reviews

Track and manage client review schedules

Past clients

View and restore archived clients

Portfolio

View custodian account balances and holdings

Data views

Customize columns, filters, and saved views