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Slant integrates with the tools your firm already uses so you can manage client relationships from one place.
  • Email and calendar — Sync emails to household timelines, display calendar events, and send emails from Slant. Supports Google, Microsoft, and Exchange.
  • File storage — Connect Google Drive, OneDrive, Box, Dropbox, ShareFile, or Egnyte to browse and manage client documents directly from household records.
  • Phone and SMS — Make calls and send text messages from Slant.
  • Custodian — Connect your custodians (Schwab, Fidelity, Pershing, and more) to sync account data, track portfolio performance, and calculate AUM automatically.
  • Zapier — Connect Slant to thousands of apps to automate workflows like creating records, syncing data, and reacting to changes.
  • DocuSign — Send documents for electronic signature directly from Slant.
  • Integration requests — Request new integrations and vote on what Slant should build next.
Looking for data import or export? See Importing your data and Exporting your data.