The Relationship CRM
AI that surfaces what matters, offloads the busywork, and frees up time for the stuff only you can do.
OUR WHY
Advisors deserve better.
Most CRMs demand constant attention and give little back. We're here to change that.
More time for clients
Slant handles the busywork so you can spend more time doing what actually matters — building relationships.
AI that works for you
From meeting prep to follow-ups, Slant learns how you work and delivers what you need — before you ask.
Trust, built in
SOC 2-compliant, encrypted, and audit-ready. Your clients' data stays protected, and so does your reputation.
WHAT WE DO
Advisor CRMs are finally getting an upgrade.
Advisor CRMs are finally getting an upgrade.
AI tools 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.
AI tools 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.
Be present. We've got the notes covered.
Slant's Notetaker records your meetings and ties them to the right client record, so you can stay focused on the person.
Your next client is waiting.
Slant helps you discover ideal prospects, enrich contact info, and send outreach automatically.
Let Slant do the busywork.
Slant automates your repeatable processes— follow-ups, reminders, onboarding, reviews, and more.
Alex Stoehr
Northstar Investment Partners
With Slant, you're actually able to focus on the client and build a relationship… It almost feels like you have an assistant for your business.
Be the reason behind the retirement party, the second home, the peace of mind.