The relationship CRM for fiduciaries
Built to handle the busywork, surface what matters, and give you more time for your clients.
OUR WHY
Advisors matter. We're building the tools that help them serve the 20 million Americans who will soon seek financial advice.
More time to talk
Spend less time clicking and more time connecting. Slant handles the admin so you can focus on clients.
AI that gets you
From prep to follow-up, Slant learns your style and delivers insights and tasks that feel personal.
Built-in trust
SOC 2-compliant, encrypted, and audit-ready—Slant protects your data and keeps you ahead on compliance.
WHAT WE DO
Advisor CRMs are finally getting an upgrade.
Advisor CRMs are finally getting an upgrade.
Technology with a human touch
Talk to your CRM like you would your assistant. Ask it to draft emails, prep for meetings, or handle anything else on your mind.
Technology with a human touch
Talk to your CRM like you would your assistant. Ask it to draft emails, prep for meetings, or handle anything else on your mind.
Small prompts, big impact
Get daily suggestions to check in on clients, prep for meetings, tackle overdue tasks, request referrals, and more— right when you need them.
The team you didn't have to hire
Slant's AI agents work in the background— booking meetings, sending follow-ups, and keeping you ahead— without adding a single headcount.
Know every client personally
From favorite drinks to favorite bands, Slant remembers the details that make clients feel at home— and surfaces them at the perfect moment.
Ben Gajardo
Gajardo Wealth Management
I was tired of so many logins. Combining my CRM, notetaker, and project management tools has been amazing.
Be the reason behind the retirement party, the second home, the peace of mind.