Your CRM, with AI superpowers
AI Agents to automate your day
Chat with anything
One quick chat, and it’s done. Ask for a snapshot, a call list, or next week’s agenda; Slant’s conversational AI executes and logs every action.
Meeting scheduler
Slant finds clients due for a review, drafts the outreach, and books the meetings— giving you a well-timed schedule.
Notetaker
Smooth meetings, start to finish. Slant preps the agenda, takes notes, and captures action items—turning every meeting into a polished workflow.
Built-in trust
Slant obfuscates PII, redacts sensitive data, and keeps it all encrypted end-to-end. Your client data stays secure and your workflows stay fast.
Proactive suggestions
Slant lines up the most important client actions— like a birthday to celebrate or a prospect to re-engage— and handles the follow-through.
PDF filler
One request, and the paperwork’s handled. Pre-fill custodial forms, client agreements, and transfer docs—then sends them for e-signature.
Why we built Slant
Most CRMs were built to check boxes — not move relationships forward.
Slant is an AI assistant that lives on top of your CRM, helping you stay on top of what matters: client needs, RMDs, reviews, follow-ups, and opportunities.
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Instead of scanning old notes, ask Slant to summarize the past year of interactions.
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Instead of managing dozens of RMDs and annual reviews in spreadsheets, Slant can schedule them all.
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Instead of duct-taping together tools, talk to Slant like a team member.
Advisors didn’t sign up for admin work.
Slant keeps your business moving so you can focus on people — not process.
What makes Slant different
AI from day one
Every feature is AI-native — no bolted-on plugins, no templates, no gimmicks.
10x easier workflows
Natural-language list building, automated task creation, and smart meeting follow-ups.
Built for advisors
Not generic task management. Real support for the advisory lifecycle.
Learns your voice
Slant adapts to how you write, speak, and work. Personalized outputs, zero effort.