Integrations

Works with the tools your firm already runs on.

40+ integrations across custodians, portfolio reporting, email, phone and more.

Request an integration

An advisor meets with a couple in a wood-panelled office

File storage

6 integrations

File storage

Google Drive

Link Drive folders to households, then browse, upload and manage client documents from Slant.

File storage

OneDrive & SharePoint

Link OneDrive folders, with optional SharePoint access, to your households.

File storage

Box

Link Box folders to households and manage client documents without leaving Slant.

File storage

Dropbox

Link Dropbox folders to households and manage client documents without leaving Slant.

File storage

ShareFile

Link ShareFile folders to households and manage client documents without leaving Slant.

File storage

Egnyte

Link Egnyte folders to households and manage client documents without leaving Slant.

Don't see yours?

Tell us what your firm uses. Requests and votes from customers decide what we build next.

Request an integration

Be the steady hand that helps craft a life well lived.