CRM comparison for advisory firms
Slant vs. Wealthbox:why advisors switch
Wealthbox added AI. Slant was built on it. Same contacts, tasks, and pipelines you already run — plus a notetaker, AI chat, and automatic follow-ups included in one plan instead of sold as a per-seat add-on.
Free Wealthbox migration · No credit card required
Nearly 200 advisory firms have already moved from Wealthbox to Slant
“Partnering with Slant has upended the archaic ‘seek and find’ of information, notes, and data to create a simple, easy way for our team to serve our clients better.The only problem is that we didn’t have it sooner.”
Jake Gardner
Principal, Defining Wealth
See it in action
Migrate from Wealthbox in minutes, not months.
Watch how easy it is to bring your Wealthbox data into Slant — contacts, notes, and workflows included.
What switching from Wealthbox means for you
Notetaker included
Stop paying extra to stop typing
Slant joins the call, writes the notes, and creates the follow-up tasks — in every plan. In Wealthbox the AI Notetaker is a per-seat add-on on top of your subscription.
AI Chat
Ask the CRM instead of searching it
“What did we promise the Harrisons in March?” Slant answers from your notes, emails, and meetings, then drafts the follow-up — no saved views or filters to build first.
One plan
No tier gates on the basics
Workflows, two-way email sync, dashboards, and reporting are all standard. You never have to move up a plan to automate a process your firm already runs.
Switch from Wealthbox in days, not months.
- 1
Send us your Wealthbox export
Our team maps and imports your contacts, notes, tasks, and history for you — white-glove, no DIY. You review everything before going live.
- 2
Your team logs in
Contacts, tasks, projects, and pipelines are where you’d expect them, plus AI on top. Most advisors are comfortable the first afternoon.
- 3
AI starts working
From the first meeting, Slant takes notes, drafts follow-ups, and surfaces the clients who need attention this week.
Slant vs. Wealthbox, line by line
| Feature | Slant |  |
|---|---|---|
| AI meeting notetaker | Included | $49/user add-on |
| Firm-wide chat | ||
| Custodian chat | ||
| Client chat | Limited | |
| Meeting chat | Limited | |
| PDF filler | ||
| Intake forms | ||
| Document extraction | ||
| Data enrichment | ||
| Projects | ||
| Automations | ||
| Email sequencing | ||
| Opportunity tracking | ||
| Prompt customization | ||
| Brand kit | ||
| Deliverables |
Switching from Wealthbox: common questions
See the difference on your own client data.
One 15-minute call. Free Wealthbox migration. Full support.
No credit card required