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Slant CRM

AI-native CRM for advisors
★★★★★ 5.0 · 29 ratings Free Business v1.0.14
#6760246583

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Description

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.

Information

Bundle IDcom.slant.app
SellerPageport Inc.
Min iOS15.1
Content rating4+
Released2026-03-16
Version history · 14 recorded
1.0.14
2026-05-21
- Chat experience improvements - Meeting recordings can be accessed through Files > Slant CRM > Recordings - General performance and stability improvements
1.0.13
2026-05-06
- Chat experience improvements - Meeting recordings can be accessed through Files > Slant CRM > Recordings - General performance and stability improvements
1.0.12
2026-04-30
- Strengthened resilience for meeting recordings when backgrounded and interrupted - Meeting recordings can be accessed through Files > Slant CRM > Recordings - Support 2FA sign in - Version update nudge - General performance and stability improvements
1.0.11
2026-04-28
- Strengthened resilience for meeting recordings when backgrounded and interrupted - Meeting recordings can be accessed through Files > Slant CRM > Recordings - Support 2FA sign in - General performance and stability improvements
1.0.10
2026-04-23
- Strengthened resilience for meeting recordings when backgrounded and interrupted - Meeting recordings can be accessed through Files > Slant CRM > Recordings - Support 2FA sign in - General performance and stability improvements
1.0.9
2026-04-23
- Strengthened resilience for meeting recordings when backgrounded and interrupted - Meeting recordings can be accessed through Files > Slant CRM > Recordings - General performance and stability improvements
1.0.8
2026-04-14
- Strengthened resilience for meeting recordings when backgrounded and interrupted - General performance and stability improvements
1.0.7
2026-04-03
- Strengthened resilience for meeting recordings when backgrounded - General performance and stability improvements
1.0.6
2026-04-01
- Voice dictation is now faster and more reliable - Chat history: access past conversations from any chat - Pull-to-refresh on household members drawer - Fixed AUM display accuracy - General performance and stability improvements
1.0.5
2026-03-27
- Chat thread history added to household-scoped chats - Various bug fixes and performance improvements
1.0.4
2026-03-26
- Chat experience refined with more intuitive scrolling - Voice transcription optimized for content capture - Book loading optimized for shared books - Various bug fixes and performance improvements
1.0.3
2026-03-21
- Chat experience refined with smoother scrolling, tighter spacing, and pull-to-refresh - Recording reliability improvements for backgrounding and network transitions - Various bug fixes and performance improvements
1.0.2
2026-03-19
- Chat experience refined with smoother scrolling, tighter spacing, and pull-to-refresh - Recording reliability improvements for backgrounding and network transitions - Various bug fixes and performance improvements
1.0
2026-03-17
Region availability · 1 of 1 storefronts
StorePriceRatingsAvgVersion
USFree295.01.0.14