CRM

Everything your CRM does—only better. Keep data, emails, files, and tasks in one place, then layer on AI for answers, memories, automations, and work that completes itself.

Advisor CRMs are finally getting an upgrade.

One place for everything

All the essentials– clients, prospects, accounts, emails, meetings, notes, and files– all organized the way advisors actually work. Fast search, clean layouts, and everything in AI context.

Chat in context

From a contact record, ask questions, draft emails, prep agendas, or trigger agents. AI Chat answers using this client’s data, notes, and history, so every response is precise and ready for action.

Memories, not fields

Capture the personal details that make clients feel known without bloating your CRM. Slant saves them as Memories and surfaces the right ones before meetings, during chat, and wherever you work.

Scale personal advice

Intake Forms

Modern firms send modern forms.

Collect client and prospect information with beautiful, branded forms—built into Slant, filled into Slant, included with Slant.

AI Agents

Chat that gets things done.

Talk to Slant like you would your assistant. Ask questions, recall client details, draft emails, run AI agents, and prep for meetings—without breaking your flow.

Project Management

Every client process, on track

Keep work moving. Projects bring structure with templates, assignments, reminders, and real-time visibility—so nothing slips through the cracks.

Notetaker

Meeting notes without the note-taking

Stay fully engaged while Slant captures every detail. The Notetaker records, organizes, and summarizes meetings into clear recaps and actionable tasks.

AI Automation

Your practice, automated

Automate your repeatable processes. Trigger actions from behavior or CRM changes, and automatically update records, launch projects, and send follow-through.

Marketing

Prospecting that feels personal

Slant helps you discover best-fit prospects, enrich them, and run consistent outreach with pre-approved sequences. Better timing, higher-quality conversations.

Annual Reviews

Annual reviews, fully tracked and always on schedule.

See who’s due, overdue, or already scheduled for reviews and touchpoints. Keep every client on schedule without spreadsheets or guesswork.

FAQs

Be the reason behind the retirement party, the second home, the peace of mind.

CRM