FinMate AI vs Slant CRM
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
FinMate AI
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AI for Financial Advisors, by Financial Advisors Automate your Financial Advisory note taking, now on the go! FinMate AI records your meetings. With the FinMate App, you can have FinMate take notes for your in person meetings. Your data is secured, backed by our SOC2 Certification. * Record with one tap * Review and Playback * Control your event list Terms of Use(EULA) - https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ Privacy Policy - https://www.finmate.ai/privacy
Slant CRM
This AI-powered CRM helps financial advisors manage client relationships and streamline workflows. Record meetings, take notes with voice-to-text, and get AI insights on client data directly from your mobile device.
- AI-native CRM
- Record meetings
- Talk-to-text notes
- AI chat for client insights
- Manage client books
- Multiple AI model options
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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.
Screenshots
Verdict
The clearest difference is update cadence: Slant CRM at every 5 days against FinMate AI's every 2 weeks. On price, ads, in-app purchases and device support there is nothing between them.
Scored on Price · Rating · Positive reviews · Number of ratings · Update frequency · Ads · In-app purchases · Monetization · Best chart rank · Devices · Requires iOS
Both are free to download. Neither carries in-app purchases, so what you see is what you pay.
FinMate AI ships an update every 2 weeks, Slant CRM every 5 days. The most recent releases landed on September 18, 2026 and September 23, 2026 respectively.
| Parameter | FinMate AI | Slant CRM |
|---|---|---|
| Price | Free | Free |
| Rating | — | 5.0 (62 ratings) — better |
| Positive reviews | — | 100.0% of reviews |
| Number of ratings | — | 62 — better |
| Update frequency | Every 2 weeks | Every 5 days — better |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | — | Free |
| Devices | iPhone, iPad, iPod | iPhone, iPad, iPod |
| Requires iOS | 15.1 | 15.1 |
| Further details — not scored | ||
| Size | 38 MB | 48 MB |
| Age rating | 4+ | 4+ |
| Developer | Trellish Corp | Pageport Inc. |
In-app purchases
FinMate AI
No in-app purchases
Slant CRM
No in-app purchases
