Integrations
Works with the tools your firm already runs on.
40+ integrations across custodians, portfolio reporting, email, phone and more.
Email & calendar
3 integrations
Email & calendar
Google Workspace
Sync Gmail to household timelines, see Google Calendar events across your books, and send email from Slant.
Learn more
Email & calendar
Microsoft 365
Sync Outlook email and calendar to household timelines and send email from Slant.
Learn more
Email & calendar
Microsoft Exchange
Connect Exchange accounts to sync email and calendar events with Slant.
Learn moreDon't see yours?
Tell us what your firm uses. Requests and votes from customers decide what we build next.
Be the steady hand that helps craft a life well lived.