The AI Assistant for financial advisors.
Like a world-class assistant, Slant automatically schedules meetings, drafts emails, and prioritizes tasks– so you can provide a white-glove experience for all.
What makes Slant different
AI from day one
Every feature is AI-native — no bolted-on plugins, no templates, no gimmicks.
Advisor CRMs are finally getting an upgrade.
Chat with anything
Resources
Hire an assistant (without actually hiring one).
Built for advisors
Not deal tracking. 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.
10x easier workflows
Natural-language list building, automated task creation, and smart meeting follow-ups.
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.
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.
Notetaker
Smooth meetings, start to finish. Slant preps the agenda, takes notes, and captures action items—turning every meeting into a polished workflow.
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.
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Meeting scheduler
Slant finds clients due for a review, drafts the outreach, and books the meetings— giving you a well-timed schedule.
