Slant CRM
AI-native CRM for advisors
Free · Designed for iPad. Not verified for macOS.
AI-native CRM for financial advisors. Focus on your relationships; Slant handles the rest.
Slant is an AI-native CRM built for financial advisors. Most advisory firms rely on fragmented tech stacks because traditional CRMs are underpowered. Slant changes that by making the CRM a system of action, not just a system of record.
With the Slant mobile app, advisors can record meetings, capture notes with talk-to-text, and chat with AI about their book or any household— all from their phone. Toggle between multiple books and choose your preferred AI model for a workflow that fits the way you work.
- Meeting recordings can be accessed through Files > Slant CRM > Recordings
- General performance and stability improvements
- Security updates
The developer, Pageport Inc., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Linked to You
The following data may be collected and linked to your identity:
- Contact Info
- User Content
- Search History
- Identifiers
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Pageport, Inc.
- Size
- 50.3 MB
- Category
- Business
- Compatibility
Requires iOS 15.1 or later.
- iPhone
Requires iOS 15.1 or later. - iPad
Requires iPadOS 15.1 or later. - iPod touch
Requires iOS 15.1 or later. - Mac
Requires macOS 12.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © Pageport, Inc.