Integrations
Works with the tools your firm already runs on.
40+ integrations across custodians, portfolio reporting, email, phone and more.
Custodians
10 integrations
Custodians
Charles Schwab
Authorize Slant to receive your Schwab account data. Accounts link to households by tax ID and roll up into AUM.
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Custodians
Fidelity
Release Fidelity data through Integration Xchange. Balances, holdings and transactions show up on each client.
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Custodians
BNY Pershing
Send Pershing the transmission request from Slant. Nightly files land on your client households.
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Custodians
Altruist
Turn on the Slant integration in the Altruist Advisor Portal and enter your rep codes.
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Custodians
Betterment
Connect from your Betterment advisor dashboard. Slant verifies the feed for you.
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Custodians
SEI
Submit SEI's Data Services form. SEI notifies Slant and we verify the feed for you.
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Custodians
RBC Clearing & Custody
Submit RBC's data transmission authorization. RBC sets up the feed and Slant connects it.
Learn moreCustodians
Raymond James
Send the feed request from inside Slant. Raymond James sets up the nightly feed and we connect it.
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Custodians
Interactive Brokers
Send the enablement request from Slant. IBKR turns the feed on and we connect it for you.
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Custodians
DST FANmail
Connect your FANmail login to bring in assets held directly at fund companies and annuity carriers.
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