Overview
Slant is an AI-native CRM for financial advisors. Slant replaces an advisor’s legacy CRM, AI notetaker, data enrichment tools, and third-party project management software—putting everything in one place. Built with AI from the ground up, Slant helps advisors chat with client records, build powerful AI workflows, and surface what needs attention, so advisors can spend less time updating the CRM and more time moving client relationships forward.
The information sent to Slant includes:
- Account information
- Positions
- Transactions
- Tax lots
Enabling the integration
You can set up this integration for your firm by taking the following steps:
- Log in to your advisor dashboard and navigate to Settings > Integrations.
- Select Slant from the list and click Connect to Slant.
- You will see confirmation that the integration has been enabled. Data will be sent to Slant within one business day.
Once the data feed is enabled on the Betterment side, you can complete setup in Slant by following these steps:
- Log in to your advisor dashboard in Slant and navigate to Settings > Custodians.
- Add the necessary Betterment advisor codes for your firm.
- You will see confirmation in Slant that the integration has been enabled and custodial data from Betterment is flowing into the CRM.
For any additional questions, please reach out to support@bettermentadvisorsolutions.com.
