Slant surpasses $6B in connected AUM with new custodian data integrations
Slant’s AI-native CRM helps advisors unify data and automate admin work, reaching $6B in connected assets within two months.
Slant, the AI-native CRM and operations hub for financial advisors, has announced that advisors have connected more than $6 billion in assets under management (AUM) just two months after launching its custodian data connections. The milestone highlights how Slant is positioning itself as a central platform for unifying client data and automating administrative work in the financial advisory space.
The rapid adoption of Slant’s custodian data integrations signals growing demand among advisory firms for real-time, actionable insights and streamlined workflows. As the competitive landscape for AI-powered CRM solutions intensifies, Slant’s approach aims to help advisors operate more efficiently and deliver a more proactive client experience.
Short on time?
Here’s a quick look at what’s inside:
- What’s driving Slant’s $6B milestone?
- How Slant’s custodian data connections work
- What this means for marketers and advisory teams
What’s driving Slant’s $6B milestone?
Slant’s recent announcement comes on the heels of its launch of custodian data connections, which allow financial advisors to link household and financial data directly to their CRM. According to the company, this integration has enabled advisory teams to connect over $6 billion in AUM within just two months—a notable adoption milestone for a new platform in a crowded market.
Advisors using Slant report that having custodian data flow directly into the CRM has been transformative for their workflows. Jason Jacobi, a wealth advisor at Boyer Financial Services, described the shift as a “game-changer,” allowing his team to access positions and recent activity instantly, all within a unified client record. This consolidation of data not only improves clarity and context but also frees up capacity for advisors to focus on client relationships.
Slant’s co-founder, Thomas Clawson, emphasized that the CRM is becoming the “living source of truth” for advisory teams. By enriching client records with real-time custodian data, Slant aims to power more accurate and relevant AI-driven actions, helping teams automate busywork and surface timely opportunities for client engagement.
How Slant’s custodian data connections work
The core of Slant’s recent growth lies in its ability to automate the flow of custodian data into the CRM, reducing reliance on manual entry and disconnected systems. This integration is designed to keep client data accurate and up to date, supporting a range of operational improvements for advisory firms.
With Slant’s custodian data connections, advisory teams can:
- Unify records by linking household and financial data directly to the CRM.
- Receive proactive notifications for large account swings, key milestones, and outreach opportunities.
- Improve visibility across accounts to support better follow-up, service, and planning.
- Operate with greater confidence using a more accurate, consistent client data foundation.
These features are available now, and the company’s early traction—over $6 billion in connected AUM—suggests that advisory teams are eager for solutions that streamline data management and enable more proactive client service.
Valery Moniaga
What this means for marketers and advisory teams
For marketers and operations leaders in the financial advisory sector, Slant’s rapid adoption highlights several key trends. The demand for AI-powered CRM solutions that unify data and automate workflows is accelerating, especially as firms seek to differentiate through client experience and operational efficiency.
Slant’s approach aligns with broader industry trends toward marketing workflow automation and AI-driven insights. By integrating custodian data, advisory teams can:
- Reduce manual administrative work and focus on high-value client interactions.
- Leverage real-time insights to identify outreach opportunities and respond to client needs more proactively.
- Build a more robust, actionable data foundation for marketing and client engagement strategies.
As the AI-powered CRM space grows more competitive, platforms like Slant are positioning themselves as essential tools for advisory firms looking to modernize their operations and deliver a more personalized client experience.
