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CRM

Slant

AI-led CRM for financial advisors that surfaces what matters and offloads busywork.

Made by Slant Visit Slant's website
Starting priceFrom $150/user/mo
Checked on the vendor's site · Oct 6
Price on their own siteYes
Firm sizeNot assessed yet
Connections listed12 connectionsCharles Schwab, Fidelity Investments (Integration Xchange), BNY Pershing and 9 more. Source and date for each below.
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What their website looks like

Screenshot of Slant's homepage
Slant's homepage, as it appeared on Oct 6. Screenshot of the public page, taken by AdvisorShelf. Visit the page. Screens of the product itself come from the vendor once it claims this profile.

Pricing

PlanPriceBilling
Single plan $150/user/mo
per user, per month
 Billed annually
One published price per seat; the page names no plan

The pricing page also offers a contact-sales form

Source: Slant pricing page. Checked on the vendor's site, Oct 6.

Where Slant sits on price

SlantOther advisor CRMs

Cheapest plan for one person, per month (our sum from each price page). 21 of 30 advisor CRMs have a US-dollar price we can put per person.

AdvisorCRMFreeLess Annoying CRM$15/moToolkit$26/moRedtail$39/moAdvisors Assistant$52/moWealthbox$59/moMaximizer$65/moMicrosoft Dynamics 365 Sales$65/moAltitude CRM$75/moLeadCenter.AI$78/moProTracker$82.92/moFinTurk$90/moEquisoft/connect$95/moAdviAlly$99.99/moOmegaFP$125/moWealthY$129/moPractifi$135/moSlant$150/moAdvisorEngine$207/moQuivr$250/moSalesforce Financial Services Cloud$325/mo

Price changes

No price changes recorded yet. We last checked on Oct 6.

What it connects to

At a glance: which way data moves

Data inData outTwo-way

Data comes in from

Charles SchwabFidelity Investments (Integration Xchange)BNY PershingAltruistInteractive BrokersRaymond JamesRBCSEIand 4 more below
Slant12 connections listed

Data goes out to

Black Diamond
Connection cost: not stated on the Slant pages we read (Oct 7).
Charles Schwab
Checked on the vendor's site
  • Data in: Schwab account data
Source: Slant docs: release Charles Schwab data to Slant. Checked Oct 6.
Fidelity Investments (Integration Xchange)
Checked on the vendor's site
  • Data in: Fidelity account data
Source: Slant docs: release Fidelity Investments data to Slant. Checked Oct 6.
BNY Pershing
Checked on the vendor's site
  • Data in: account data files, nightly
Source: Slant docs: release BNY Pershing data to Slant. Checked Oct 6.
Altruist
Checked on the vendor's site
  • Data in: account data, nightly
Source: Slant docs: release Altruist data to Slant. Checked Oct 6.
Interactive Brokers
Checked on the vendor's site
  • Data in: account data feed
Source: Slant docs: release Interactive Brokers data to Slant. Checked Oct 6.
Raymond James
Checked on the vendor's site
  • Data in: nightly account data feed
Source: Slant docs: release Raymond James data to Slant. Checked Oct 6.
RBC
Checked on the vendor's site
  • Data in: account data feed
Source: Slant docs: release RBC data to Slant. Checked Oct 6.
SEI
Checked on the vendor's site
  • Data in: account data feed
Source: Slant docs: release SEI data to Slant. Checked Oct 6.
Betterment
Checked on the vendor's site
  • Data in: account data feed
Source: Slant docs: release Betterment data to Slant. Checked Oct 6.

Other software it connects to

Portfolio, reporting, email, calendar and similar tools Slant lists.

DST FANmail
Checked on the vendor's site
  • Data in: directly held fund, 529 and annuity data
Source: Slant docs: release DST data to Slant. Checked Oct 6.
Black Diamond
Checked on the vendor's site
  • Data in: portfolio reporting data
  • Data in: households, supervised accounts, portfolios, allocation targets
  • Data out: new relationship and contacts from a Slant household
Source: Slant docs: Black Diamond. Checked Oct 6.
Addepar
Checked on the vendor's site
  • Data in: household values, allocations and performance
Source: Slant docs: Addepar. Checked Oct 6.

Moving to Slant from another tool

What Slant's own site says it brings across from the tool you use now. This is a one-off move when you switch, not a connection that keeps data in step, so it isn't counted with the connections above. Where a line says “not confirmed by the words shown”, the vendor's sentences either don't say it or say it in a way our checks can't confirm.

From Redtail

In their words: “Slant imports your Redtail database straight into households, and automations run on the whole relationship. … Free Redtail migration. … Send us the file, or upload it yourself — our team guides every migration.”

  • What comes across: not confirmed by the words shown
  • How: not confirmed by the words shown
  • Cost: No extra cost
Checked on the vendor's site · Oct 8
Slant: Slant vs. Redtail
From Wealthbox

In their words: “Watch how easy it is to bring your Wealthbox data into Slant — contacts, notes, and workflows included. … Free Wealthbox migration. … Our team maps and imports your contacts, notes, tasks, and history for you — white-glove, no DIY.”

  • What comes across: contacts, notes, tasks and workflows
  • How: Their team does the move
  • Cost: No extra cost
Checked on the vendor's site · Oct 8
Slant: Slant vs. Wealthbox
From a spreadsheet or CSV file

In their words: “We also have CSV upload to bring in all your data. … Either way, we'll work with you through it!”

  • What comes across: not confirmed by the words shown
  • How: You upload a file (such as a spreadsheet)
  • Cost: not confirmed by the words shown
Checked on the vendor's site · Oct 8
Slant pricing FAQ: what does migration look like?

Leaving later

A full export of the book's data downloads as a ZIP archive from Settings, Data export; list pages also download as CSV.
Checked on the vendor's site · Oct 6

Source: Slant docs: Exporting your data

Fits best if

Our judgement

We haven't assessed fit for Slant yet.

We judge fit against written criteria (team size, custodian, workflow needs), never against who pays us.

Similar tools

Compare Slant with another tool

Same category (firm size not assessed yet), cheapest for one person first. Paying vendors are never moved up.

AdvisorCRM
Free plan
Checked on the vendor's site · Oct 6
Charles Schwab · Data in + single sign-on checked
View profile
Less Annoying CRM
From $15/user/mo
Checked on the vendor's site · Oct 6
No custodian connection listed
View profile
Toolkit
From $26/user/mo
Checked on the vendor's site · Oct 6
No custodian connection listed
View profile
Redtail
From $39/user/mo
Checked on the vendor's site · Oct 6
Schwab Advisor Center · Data in + single sign-on checkedFidelity Institutional for Custody (Wealthscape) · Data in and out + single sign-on checkedFidelity Institutional for Clearing · Data in checkedPershing (NetX360) · Data out + single sign-on checkedAxos Advisor Services · Data in checkedand 6 more on the profile
View profile

Corrections

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