Pricing

Laptop on wooden table showing Slant dashboard
Per Month (Billed Annually)
$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.