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Slant Exceeds $6B in Connected AUM in Just Two Months

Slant, an AI-driven CRM and operational hub tailored for financial advisors, has made headlines by exceeding $6 billion in connected assets under management (AUM) in a mere two months since launching its groundbreaking custodian data connections. The impressive milestone highlights the platform's ability to streamline operations and enhance service quality for financial professionals.

The rapid growth in connected assets stems from Slant's innovative approach, allowing advisors to unify their data and automate many administrative tasks that previously bogged down their workflow. By integrating custodian data directly into its system, Slant empowers financial advisors to access real-time insights, enhance client relationships, and improve overall service delivery.

Jason Jacobi, a wealth advisor at Boyer Financial Services, shared how the integration of Schwab custodian data transformed his practice. He expressed that prior to using Slant, his team struggled with managing disparate systems and lacked the timely information required to serve clients effectively. With Slant, advisors can now view detailed positions and recent activities alongside client records, all in one centralized location. This significant improvement enables more proactive engagement with clients and ultimately deeper relationships.

Thomas Clawson, Co-founder at Slant, emphasized the importance of having custodian data flowing into their CRM platform. He stated that custodians are crucial for managing financial assets, while CRMs like Slant help manage client relationships. The integration of custodian data enriches client records, enabling AI to provide relevant insights and automate workflows more effectively. Financial advisors can now focus on nurturing client relationships while Slant handles the administrative workload, allowing for a more efficient practice.

Slant's mission is to ensure that 20 million Americans can retire with the guidance of knowledgeable financial advisors. Central to this goal is the ability for advisory firms to maintain accurate and up-to-date client data through Slant's custodian data connections, mitigating the reliance on manual entries and disconnected systems. Notably, Slant allows advisory teams to:

• - Unify records by seamlessly linking household and financial data directly to their CRM,
• - Receive proactive nudges for significant account changes, important milestones, and outreach opportunities,
• - Enhance visibility across accounts to facilitate better follow-up and service planning,
• - Operate confidently with a more reliable, consistent foundation of client data.

Following this successful launch of custodian data connections, Slant is poised for continued growth and greater impact in the financial advisory landscape. Advisors can now focus on building stronger relationships with their clients while leveraging Slant's technology to handle the operational complexities of their practice.

For more information on how Slant is revolutionizing client management in the financial advisory industry, visit slant.app.

About Slant

Slant stands out as an AI-native CRM and operations hub for financial advisors. Developed by Pageport, Slant is dedicated to helping advisory teams translate client data into actionable insights, managing operational tasks while preserving a personal touch. To learn more about Slant and its offerings, visit slant.app.