# Slant CRM — AI-native CRM for advisors > AI-native CRM for financial advisors to manage client interactions and data. (iPhone/iPad app by Pageport Inc..) - Source: https://appshunter.io/ios/app/slant-crm/id6760246583 (this page in markdown: same URL + `.md`) - Developer: [Pageport Inc.](https://appshunter.io/developer/1883449022) - Category: Business, Finance - Price: Free - Rating: 5.00/5 from 48 App Store ratings · 10 written reviews indexed - Age rating: 4+ - Requires: iOS 15.1 · 56 MB - Languages: American English - Released: 2026-03-16 - Data updated: 2026-08-22 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/slant-crm/id6760246583/reviews.md ## What is Slant CRM? Slant is an AI-native CRM built for financial advisors. Most advisory firms rely on fragmented tech stacks because traditional CRMs are underpowered. Slant changes that by making the CRM a system of action, not just a system of record. With the Slant mobile app, advisors can record meetings, capture notes with talk-to-text, and chat with AI about their book or any household— all from their phone. Toggle between multiple books and choose your preferred AI model for a workflow that fits the way you work. ## Key features - AI-native CRM - Record meetings - Talk-to-text notes - AI chat for client insights - Manage client books - Multiple AI model options ## Recent user reviews (10 of 10) All indexed reviews: https://appshunter.io/ios/app/slant-crm/id6760246583/reviews.md ### 5/5 — The best CRM *2026-07-06* The best CRM. It does so much it takes time to learn how to use it. But it does so much so very well. ### 5/5 — Most important software I use *2026-06-24* Slant is unrivaled in the CRM space for the AI capabilities they offer to help me focus on relationships and not administrative things ### 5/5 — Slant rules *2026-06-24* It really does ### 5/5 — Unbeatable CRM for financial advisors *2026-05-19* I’m a previous Wealthbox user and Slant blows them out of the water. This is the single most important tool in my RIA that is future proofing my business. ### 5/5 — Slant *2026-03-25* Awesome. Love it! ### 5/5 — Slant Mobile App *2026-03-24* This app is great, simple layout, accomplishes what you need of it and has a great UX. Great work by the Slant team. ### 5/5 — Great RIA CRM that’s getting even better *2026-03-24* We adopted Slant in January 2026 and it keeps getting better. We think this team is awesome ### 5/5 — Great app! *2026-03-19* Love the tool & love the team! ### 5/5 — Exceptional CRM Tool *2026-03-17* Top notch tool ### 5/5 — Awesome product *2026-03-17* These guys have built an excellent product. AI native solutions are paramount in today’s technical landscape- kudos to them. ## Frequently asked questions about Slant CRM ### What devices does Slant CRM support? Slant CRM is available on iPhone, iPad, and iPod devices, allowing financial advisors to manage their client relationships on the go. ### How often is Slant CRM updated? The latest version of Slant CRM is 1.0.5, and it was last updated on March 27, 2026. This indicates regular updates to improve functionality and reliability. ### What is the user sentiment for Slant CRM? Slant CRM has a perfect rating of 5.0 stars from 10 ratings, suggesting very positive user sentiment among its current user base. ### Is Slant CRM suitable for younger users? Slant CRM has an age rating of 4+, making it appropriate for users of all ages, though its primary target audience is financial advisors. ### Does Slant CRM offer a free trial? Slant CRM is completely free to use, so there is no need for a trial period. Users can access all its features without any cost. ### How does Slant CRM compare to traditional CRMs? Slant CRM is designed to be a system of action, not just a system of record, by leveraging AI to provide insights and streamline advisor workflows, addressing the limitations of fragmented tech stacks found in traditional CRMs. ### Can I use Slant CRM offline? The provided data does not specify offline capabilities for Slant CRM. It is designed for mobile use, which typically implies an internet connection for full functionality. ### Does Slant CRM have ads? No, Slant CRM does not contain advertisements. The app is free to download and use without any ad interruptions. ## Version history (last 5 releases) ### 1.1.1 — 2026-08-11 - Meeting recordings can be accessed through Files > Slant CRM > Recordings - Task management - General performance and stability improvements - Security updates ### 1.1.0 — 2026-08-06 - Meeting recordings can be accessed through Files > Slant CRM > Recordings - Task management - General performance and stability improvements - Security updates ### 1.0.17 — 2026-07-24 - Meeting recordings can be accessed through Files > Slant CRM > Recordings - Draft email & create projects in chat - Expanded chat functionality - General performance and stability improvements - Security updates ### 1.0.16 — 2026-07-22 - Meeting recordings can be accessed through Files > Slant CRM > Recordings - Draft email & create projects in chat - Chat experience improvements - General performance and stability improvements ### 1.0.15 — 2026-06-24 - Meeting recordings can be accessed through Files > Slant CRM > Recordings - Chat experience improvements - General performance and stability improvements ## Apps similar to Slant CRM | App | Rating | Price | Category | | --- | --- | --- | --- | | [SmartPro Financial CRM](https://appshunter.io/ios/app/smartpro-financial-crm/id1539987115) | — | Free | Business | | [CurrentClient](https://appshunter.io/ios/app/currentclient/id6446603544) | 4.9 (33) | Free | Business | | [Vega Minds](https://appshunter.io/ios/app/vega-minds/id6505107676) | 4.9 (9) | Free | Business | | [FinMate AI](https://appshunter.io/ios/app/finmate-ai/id6469643088) | — | Free | Business | | [Orion Events](https://appshunter.io/ios/app/orion-events/id1421401358) | — | Free | Business | | [Wealthbox](https://appshunter.io/ios/app/wealthbox/id1448255830) | 4.8 (1,620) | Free | Business | --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-22.*