Slant
HQ Address
272 N 100 E, American Fork, UT 84003, United States
Website Address
Business introduction
The relationship CRM for fiduciaries
Built to handle the busywork, surface what matters, and give you more time for your clients
We started two years ago to help financial advisors build relationships at scale. We think relationships are what make financial advice so special and work everyday to bring the best technology to the best financial advisors.
We love advisors. For the last three years, we've sat in offices, interviewed hundreds of teams, watched workflows, and seen the pain points of existing tools. Slant is our answer: software that acts like a teammate, remembers the details, and nudges the right step at the right time.
Slant Solutions
Slant
CRM Everything your CRM does—only better. Keep data, emails, files, and tasks in one place, then layer on AI for answers, memories, automations, and work that completes itself. AI chat Ask questions, recall client details, and run AI-powered agents—all from a chat that feels like talking to your assistant. Projects Track every prospect and client......
business needs
- Business Intelligence & Practice Management
- Client Engagement & Management
- Digital Platforms & Tools
