Slate
@slateadvisor.com
Slate is a digital engagement platform that facilitates a meaningful connection between financial advisors and their clients, enriching the co-created financial planning process through a simple, fun, easy-to-understand app that quantifies their dreams and sets the road map needed to achieve them.
Slate's Company Logos
Slate's Brand Colors
Hex Code
Color name
RGB
HSL
CMYK
#67D6D6
Viking
103, 214, 214
180, 58, 62
52, 0, 0, 16
#000000
Black
0, 0, 0
0, 0, 0
0, 0, 0, 100
#FFFFFF
White
255, 255, 255
0, 0, 100
0, 0, 0, 0
About Slate
Slate is a leading digital engagement platform designed to foster meaningful connections between financial advisors and their clients. With an innovative and user-friendly app, Slate enables a seamless and enjoyable financial planning experience that quantifies clients' dreams and outlines a clear roadmap to achieve them. Through interactive client discovery, Slate facilitates open and honest conversations between clients and advisors, establishing a foundation of trust.
Clients can discuss their life goals using Slate's gamified discovery tool, ensuring a personalized approach to financial planning. The platform also offers goals-based advice, allowing clients to co-create optimal portfolios tailored to their aspirations. Slate's technology ensures clients can stay on track by tracking their progress and monitoring the impact of their saving patterns in real-time.
By prioritizing the client's needs, Slate strives to create an emotional connection between clients and their investments. For those eager to learn more, sign up with Slate to receive the latest insights and developments. Discover Slate's commitment to privacy, responsible disclosure, and terms of service
