Slant is an AI-powered relationship CRM designed for financial advisors and registered investment advisers (RIAs). It brings client records, meeting notes, prospecting, workflows, and follow-ups together in one platform, aiming to reduce administrative work and give advisors more time to build client relationships. Its AI tools let users interact with the CRM to draft emails, prepare for meetings, and request other assistance.

Slant’s Notetaker records meetings and connects notes to the appropriate client record, helping advisors stay focused during conversations. Prospecting features support the discovery of potential clients, enrichment of contact information, and automated outreach. The platform also automates recurring processes such as reminders, onboarding, client reviews, and follow-ups.

Additional capabilities listed include intake forms, AI agents, project management, marketing tools, and client reviews. Slant emphasizes data protection, stating that its service is SOC 2-compliant, encrypted, and audit-ready. The company offers product information, documentation, security resources, and demonstrations for prospective customers