Slant - 2026 Pricing, Features, Reviews & Alternatives

Slant is the AI CRM for financial advisors and RIAs, built so the CRM does the follow-through instead of the advisor. More than 1,000 advisory firms, from solo practices to enterprise teams, run their client relationships in Slant.

Each household gets one record with family members, accounts, emails, meetings, notes, files and tasks. Slant's AI reads that record to help in a few specific ways:

- The notetaker joins Zoom, Microsoft Teams and Google Meet calls, writes the summary and creates follow-up tasks.

- AI chat answers questions about a client or your whole book and drafts emails and meeting agendas.

- Nudges flag birthdays, RMDs, follow-ups and large account swings with the email or task ready to send.

- Automations and project templates handle onboarding, annual reviews, money movement and compliance.

Firms also get branded intake forms that fill straight into the CRM, PDF filling with DocuSign, client review tracking by service tier, prospecting and email sequences, opportunities, reports and dashboards.

Custodian data from Charles Schwab, Fidelity, BNY Pershing, Altruist, Betterment, SEI, RBC, Raymond James and Interactive Brokers syncs into each household, along with Black Diamond and Addepar reporting, Google and Microsoft email and calendars, file storage, phone and SMS, Calendly, Karbon, Zapier and an MCP connection for Claude.

Slant is SOC 2 Type II compliant, hosted in the US, redacts sensitive data before it reaches AI models and never uses client data for training. Pricing is $150 per user per month, billed annually, with no seat minimum. Slant's team migrates firms from Redtail, Wealthbox, Salesforce or any other CRM for free, usually within days.