Project management

Track every prospect and client workflow—from onboarding to RMDs—with templates, automation, and clear ownership so nothing slips through the cracks.

The process behind great care.

Templates for real advisor work

Start fast with out-of-the-box projects like Client Onboarding, RMDs, Move Money, and Annual Review. Customize or create your own to mirror your firm’s process.

Done-for-you tasks

Whenever Slant recognizes that an email could help you complete a task, the email will be pre-written. Slant keeps you on task and moving through your important work.

Visibility and accountability

See status, blockers, and timelines at a glance—by client, project, or team. Capture an audit trail for compliance and keep SLAs on pace.

Scale personal advice

CRM

The CRM, upgraded

Do everything a CRM should, and more. Manage contacts, households, tasks, emails, and files—then let Slant’s AI power answers, memory, and automation so you can focus on what matters.

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.

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.