Integrations
Works with the tools your firm already runs on.
40+ integrations across custodians, portfolio reporting, email, phone and more.
Featured
Custodians
Charles Schwab
Authorize Slant to receive your Schwab account data. Accounts link to households by tax ID and roll up into AUM.
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Custodians
Fidelity
Release Fidelity data through Integration Xchange. Balances, holdings and transactions show up on each client.
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Portfolio reporting
Black Diamond
Reporting households, supervised accounts and allocations appear on a Reporting tab in each household. Refreshed nightly.
Learn moreAll integrations
Custodians
Account data links to households automatically and rolls up into AUM.
Custodians
Charles Schwab
Authorize Slant to receive your Schwab account data. Accounts link to households by tax ID and roll up into AUM.
Learn moreCustodians
Fidelity
Release Fidelity data through Integration Xchange. Balances, holdings and transactions show up on each client.
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Custodians
BNY Pershing
Send Pershing the transmission request from Slant. Nightly files land on your client households.
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Custodians
Altruist
Turn on the Slant integration in the Altruist Advisor Portal and enter your rep codes.
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Custodians
Betterment
Connect from your Betterment advisor dashboard. Slant verifies the feed for you.
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Custodians
SEI
Submit SEI's Data Services form. SEI notifies Slant and we verify the feed for you.
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Custodians
RBC Clearing & Custody
Submit RBC's data transmission authorization. RBC sets up the feed and Slant connects it.
Learn moreCustodians
Raymond James
Send the feed request from inside Slant. Raymond James sets up the nightly feed and we connect it.
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Custodians
Interactive Brokers
Send the enablement request from Slant. IBKR turns the feed on and we connect it for you.
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Custodians
DST FANmail
Connect your FANmail login to bring in assets held directly at fund companies and annuity carriers.
Learn morePortfolio reporting
Reporting data and account feeds from your portfolio platforms.
Portfolio reporting
Black Diamond
Reporting households, supervised accounts and allocations appear on a Reporting tab in each household. Refreshed nightly.
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Portfolio reporting
Addepar
Account values, allocations and performance from your Addepar views, on each household. Refreshed nightly.
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Portfolio reporting
Pontera
Connect your Pontera feed and choose which books receive each advisor's accounts.
Learn moreEmail & calendar
Email lands on the household timeline. Meetings show up across your books.
Email & calendar
Google Workspace
Sync Gmail to household timelines, see Google Calendar events across your books, and send email from Slant.
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Email & calendar
Microsoft 365
Sync Outlook email and calendar to household timelines and send email from Slant.
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Email & calendar
Microsoft Exchange
Connect Exchange accounts to sync email and calendar events with Slant.
Learn morePhone & SMS
Texts, calls and recordings sync to each record's Phone tab.
Phone & SMS
RingCentral
Business phone with SMS, calling and call recording, synced to each record's Phone tab.
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Phone & SMS
Dialpad
SMS, calls and call recordings from Dialpad, synced to clients, prospects and contacts.
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Phone & SMS
Zoom Phone
Zoom's business phone system. Texts and calls sync to the Phone tab on each record.
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Phone & SMS
GoTo Connect
SMS, calls, voicemail, recordings and transcripts from GoTo Connect.
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Phone & SMS
MyRepChat
Texting, click-to-call, call history and recordings from MyRepChat.
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Phone & SMS
CurrentClient
Advisor-focused compliant texting and calling, with 10DLC registration handled for you.
Learn morePhone & SMS
Intermedia Elevate
Calls, recordings, voicemail and SMS history from Elevate, connected per advisor.
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Phone & SMS
Intulse
Call history for selected extensions and shared SMS numbers from Intulse.
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Phone & SMS
Vonage Business
Call history and recordings for selected Vonage Business Communications extensions.
Learn moreFile storage
Link folders to households and work with client documents in Slant.
File storage
Google Drive
Link Drive folders to households, then browse, upload and manage client documents from Slant.
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File storage
OneDrive & SharePoint
Link OneDrive folders, with optional SharePoint access, to your households.
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File storage
Box
Link Box folders to households and manage client documents without leaving Slant.
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File storage
Dropbox
Link Dropbox folders to households and manage client documents without leaving Slant.
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File storage
ShareFile
Link ShareFile folders to households and manage client documents without leaving Slant.
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File storage
Egnyte
Link Egnyte folders to households and manage client documents without leaving Slant.
Learn moreScheduling
Respondents book a live appointment time inside your intake forms.
Scheduling
Calendly
Respondents pick a live Calendly time without leaving your Slant intake form.
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Scheduling
OnceHub
Respondents pick a live OnceHub time without leaving your Slant intake form.
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Scheduling
Cal.com
Respondents pick a live Cal.com time without leaving your Slant intake form.
Learn moreScheduling
Zoom Scheduler
Respondents pick a live Zoom Scheduler time without leaving your Slant intake form.
Learn moreE-signature & tax
Send paperwork for signature and hand households to your CPA.
Automation & API
Connect Slant to anything else your firm runs on.
Automation & API
Zapier
Connect Slant to thousands of apps. Start Zaps when records change, or create records from other tools.
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Automation & API
MCP server
Connect Claude, ChatGPT or another MCP client to the Slant data you can access.
Learn moreAutomation & API
Slant API
Build on Slant's public API, with OAuth apps and webhooks for partner integrations.
Learn moreSwitch from
Bring your clients, notes and tasks over from your old CRM.
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