Slant expands financial advisors' access to clients' families
Solidifying Slant as "the relationship CRM," it adds Client Tree to help advisors best navigate the Great Wealth Transfer.
Solidifying Slant as "the relationship CRM," it adds Client Tree to help advisors best navigate the Great Wealth Transfer
Salt Lake City, Utah — March 9, 2026
Slant, the financial advice industry's AI-native client relationship management (CRM) platform, today announced its platform will take its data enrichment feature a step further to include information about the family members of financial advisors' clients. As the Great Wealth Transfer of an estimated $84 trillion is beginning to happen, advisors utilizing Slant will be informed about relationships that can be critical to maintaining strong relationships, financial planning, and an advisor's ability to grow their book of business.
Slant's new service, called Client Tree, will nudge — or proactively present — advisors with data, including their clients' family members' birthdays, new jobs or promotions, and obituaries, so advisors can appropriately act upon this information. This is an expansion of the existing data capabilities within the industry's "relationship CRM," which include client birthdays, new homes, new jobs or promotions, and obituaries. As a result of Slant's Client Tree, not only can advisors see this information soon after the event occurs, but they are also offered AI-powered suggestions to address it including sending an email or text message, recommending a call, or even sending a gift or flowers.
"Advisors had been asking us how they can leverage AI to help clients and their families navigate the Great Wealth Transfer so we created Client Tree to address that need," said Thomas Clawson, co-founder of Slant. "Some of the most successful advisors consider their clients' parents, children, and grandchildren in not only the financial plan but also in the advisor's business planning. Our company motto is 'relationships matter' and the most important relationship for a client is their family."
Thirty-eight percent of advisors think they have a strong relationship with many of their clients' children, according to the InspereX Spring 2025 Pulse Survey. Cerulli found that 27 percent of future beneficiaries — typically widows and children — anticipate they will maintain the same wealth advisor after losing their loved one. Readily having pertinent information about clients' past and future generations and appropriately leveraging that will help advisors connect with multiple generations in a family and beyond.
Slant's Client Tree was officially launched at Future Proof Citywide during its AI Demo Drop. The product will also be demonstrated in Future Proof's Fintech Alley throughout the March Miami conference. Since the inception of Slant's Client Tree, more than 350 client and family-related nudges have been sent to advisors, and nearly 10,000 family trees have been created.
For more information about Slant and its Client Tree, go to slant.app.
About Slant
Powered by Pageport, which is known for its marketing and client engagement tools, Slant is the financial advice industry's first AI-native CRM. It's everything financial advisors expect from their CRMs, plus everything they wish it did. Advisors can talk to their Slant CRM as if it's their assistant because Slant's data and forms can be queried in real-time.
Advisors can track and automate their growth funnels with AI automations, suggestions, and automated tasks thanks to Slant. Known as "the relationship CRM," Slant proactively serves up pertinent client information in an actionable manner to strengthen client relationships.
Media contact: Alexandra Zendrian 516-581-7202 allie@atozcommunicationspr.com