CRM comparison for advisory firms
Slant vs. Redtail:why advisors switch
Redtail has been the advisor CRM for twenty years. Slant is what a CRM looks like when it's built on AI: the same households, tasks, and workflows you run today, plus a notetaker, AI chat, and automatic follow-ups in one plan instead of a stack of add-ons.
Free Redtail migration · No credit card required
Hundreds of advisory firms have already made the switch to Slant
“The best piece of software in our tech stack. The leap from Redtail to Slant is indescribable.This is a game changer for our business and the efficiency of our advisors.”
Frank Mahoney
Chief of Staff, WinCap Financial
See it in action
Migrate from Redtail in minutes, not months.
Watch how Slant turns a Redtail database backup into households, notes, tasks, and workflows, with your team reviewing everything before go-live.
What switching from Redtail means for you
Notetaker included
Stop bolting AI onto your CRM
Slant joins the call, writes the notes, and creates the follow-up tasks — in every plan. In Redtail, meeting notes mean a second subscription to Jump, GReminders, or FinMate on top of the CRM.
AI Chat
Ask the CRM instead of searching it
“What did we promise the Harrisons in March?” Slant answers from your notes, emails, and meetings, then drafts the follow-up. No reports to build, no clicking through contact records.
Households, not contacts
Built around families from day one
Redtail stores people as individual contacts and leaves householding to you. Slant imports your Redtail database straight into households, and automations run on the whole relationship.
Switch from Redtail in days, not months.
- 1
Request your Redtail backup
Manage Your Account › Database Backups. Only an admin can do it, so find out who yours is first. Send us the file, or upload it yourself — our team guides every migration.
- 2
Decide who comes over
Filter by status, category, and tag, and map contacts to Clients, Prospects, and Past Clients. Twenty years of Redtail data does not all need to make the trip. You review the list before anything is final.
- 3
AI starts working
From the first meeting, Slant takes notes, drafts follow-ups, and surfaces the clients who need attention this week.
Slant vs. Redtail, line by line
| Feature | Slant |  |
|---|---|---|
| AI meeting notetaker | Included | Third-party add-on |
| Firm-wide chat | ||
| Custodian chat | ||
| Client chat | ||
| Meeting chat | ||
| PDF filler | ||
| Intake forms | ||
| Document extraction | ||
| Data enrichment | ||
| Household-first records | Contact-based | |
| Projects | ||
| Automations | Growth plan only | |
| Email sequencing | Limited | |
| Opportunity tracking | Limited | |
| Prompt customization | ||
| Brand kit | ||
| Deliverables |
Switching from Redtail: common questions
See the difference on your own client data.
One 15-minute call. Free Redtail migration. Full support.
No credit card required