Free advisor tools
Tools for running your practice
Quick, free tools for the business side of advice. Each one ends in a clean PDF you can use with clients or your team, and the numbers you enter never leave your browser.
Fee schedule builder
Set your AUM tiers, see what every client pays, and download a fee schedule you can hand to clients.
Branded fee schedule PDFOpen tool
Breakaway calculator
Compare your broker-dealer payout with running your own RIA, and map the costs of the move.
Breakeven, take-home and startup budgetOpen tool
Client service calendar
Tier your clients, set how often each tier hears from you, and lay out the year.
Service calendar + service model PDFsOpen tool
Meeting agenda generator
Build discovery and annual review agendas your clients can read before the meeting.
Client agenda + advisor prep sheet PDFsOpen tool
Spend less time on admin.More with clients.
Slant is the AI-powered CRM for advisors: households, meetings, notes and follow-ups in one place.