A client is an active, paying customer you serve. In Slant, clients are organized as households — family units that contain one or more people.
How clients work
Every client represents a household with:
- Head of household (required) — The primary contact person
- Spouse or partner (optional) — A second primary person
- Dependents and other members (optional) — Children, other adults, or other dependents
This household structure reflects how financial advisors work with families, not individuals.
All client data is scoped to your book — your advisor workspace. Team members with access to your book can view and manage the same clients.
Client attributes
Clients have fields that prospects do not:
| Attribute | Description |
|---|
| Service tier | Priority level (A, B, C, or D) |
| AUM | Assets under management, tracked from custodian data |
| Review cadence | How often you meet for formal reviews |
| Became client date | When this household became a paying client |
| Custodian accounts | Linked financial accounts from your custodian |
Service tiers
Tiers help you prioritize your time across your client base:
- Tier A — Highest priority clients requiring the most attention
- Tier B — High priority clients with regular engagement
- Tier C — Standard clients with periodic check-ins
- Tier D — Lower priority clients with minimal touchpoints
Use tiers to filter your client list and focus on the relationships that matter most.
Clients vs prospects
| Client | Prospect |
|---|
| Type | Active customer | Potential customer |
| Service tier | Yes | No |
| AUM tracking | Yes | No |
| Review schedule | Yes | No |
| Custodian accounts | Yes | No |
What you can do with clients
From a client record, you can:
- View and update household information
- Track email correspondence and engagement
- Schedule and manage meetings
- Create and assign tasks
- Add notes and comments
- Start projects from templates
- Enroll in email sequences
- View custodian account data and portfolio balances
- Use AI chat for answers about the client
Learn about the client detail page
Next steps
