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Slant

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(4)5.0/5

Slant is an AI-native CRM for financial advisors, RIAs and wealth management firms, used by more than 1,000 advisory firms from solo practices to enterprise teams. It keeps every client relationship in one record (households, family members, accounts, emails, meetings, notes, files and tasks) and puts AI to work on top of that record. What's included in every seat: • AI Notetaker: joins Zoom, Microsoft Teams and Google Meet calls, writes the summary and creates follow-up tasks in the CRM. • AI Chat: ask questions about a client, a meeting or your whole book, and draft emails and meeting agendas from the answers. • Nudges and AI agents: timely prompts for birthdays, follow-ups, RMDs and large account swings, with the email or task already drafted. • Automations and project workflows: templates for onboarding, annual reviews, money movement and compliance, triggered by CRM changes. • Intake forms: branded client onboarding forms that fill straight into Slant, with PDF filling and DocuSign. • Client reviews: see who is due, overdue or scheduled, by service tier. • Prospecting: find best-fit prospects, enrich contact data and run pre-approved outreach sequences. • Opportunities, reports and dashboards. Slant connects to the systems advisors already use: custodians including Charles Schwab, Fidelity, BNY Pershing, Altruist, Betterment, SEI, RBC, Raymond James, Interactive Brokers and DST FANmail; Black Diamond, Addepar and Pontera; Google, Microsoft and Exchange email and calendars; Google Drive, OneDrive, SharePoint, Box, Dropbox, ShareFile and Egnyte; DocuSign; Calendly and other schedulers; phone and SMS providers including RingCentral, Zoom Phone and CurrentClient; Karbon; Zapier; and Claude and other AI assistants through Slant's MCP connection. Slant is SOC 2 Type II compliant and hosted in the United States. It encrypts data in transit and at rest, enforces MFA, redacts sensitive data before it reaches AI models, and never uses client data to train AI models. Pricing starts at $150 per user per month, billed annually, with the notetaker and AI included and no seat minimum. Migration and onboarding are free: Slant's team moves firms from Redtail, Wealthbox, Salesforce or any other CRM, and most firms are live within days. Slant runs on the web, iOS and Android. Slant launched in 2025, is headquartered in Lehi, Utah, and is backed by 2048 Ventures and Matchstick Ventures.

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