Integrations

Works with the tools your firm already runs on.

40+ integrations across custodians, portfolio reporting, email, phone and more.

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An advisor meets with a couple in a wood-panelled office

Automation & API

3 integrations

Zapier logo

Automation & API

Zapier

Connect Slant to thousands of apps. Start Zaps when records change, or create records from other tools.

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MCP server logo

Automation & API

MCP server

Connect Claude, ChatGPT or another MCP client to the Slant data you can access.

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Slant API logo

Automation & API

Slant API

Build on Slant's public API, with OAuth apps and webhooks for partner integrations.

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Tell us what your firm uses. Requests and votes from customers decide what we build next.

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Integrations | Slant