The only AI assistant built for advisor-level security
While you focus on the client, Slant keeps your data protected and your workflows compliant.
- PII is obfuscated before reaching the LLM.
- Sensitive data is redacted and encrypted end-to-end.
- No third-party data sharing without your control.
- Fast, secure, and built specifically for advisors.
What makes Slant different
AI from day one
Every feature is AI-native — no bolted-on plugins, no templates, no gimmicks.
AI agents to automate your day
Chat with anything
Resources
Compliant AI built for financial advisors
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.
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.
