Pricing

Laptop on wooden table showing Slant dashboard
Monthly
$150/ seat

Contact sales

SlantWealthboxRedtail
Client & prospect management
Tasks
Projects
OpportunitiesLimited
NotetakerLimited-
Prospecting--
AI Agents--
AI Nudges--
AI Chat--
Alex Stoehr, Northstar Investment PartnersDaren Blonski, Sonoma Wealth AdvisorsJake Gardner, Defining WealthMichael Sheerin, Proactive Planning Wealth AdvisoryBen Gajardo, Gajardo Wealth ManagementJason Jacobi, Boyer Financial Services

Alex Stoehr

Northstar Investment Partners

With Slant, you're actually able to focus on the client and build a relationship… It almost feels like you have an assistant for your business.

FAQs

Be the reason behind the retirement party, the second home, the peace of mind.