Pageport, a leader in marketing and client engagement tools for over 1,000 financial advisors, has raised $3.3 million from 2048 Ventures and Matchstick Ventures to launch Slant, an AI-powered CRM designed to help advisors serve more clients efficiently while maintaining personal relationships.
Pageport raised $3.3M from 2048 Ventures and Matchstick Ventures.
Slant is an AI-first CRM built exclusively for financial advisors.
AI agents automate tasks like meeting prep, follow-ups, and scheduling.
Slant aims to double advisors’ client capacity, closing the advice gap.
Personalized nudges and chat features enhance client relationships.
Technology focuses on scaling human impact in financial advice.
Slant redefines the traditional CRM by acting as an active partner for financial advisors. Unlike conventional CRMs that primarily store data and track tasks, Slant leverages artificial intelligence to streamline workflows and enhance client engagement. The platform automates repetitive tasks, freeing advisors to focus on building relationships and growing their practice. With Slant, advisors can manage more clients without sacrificing the personal touch that defines their service.
The financial advice industry faces a critical challenge: most advisors can only effectively serve 70–90 clients, limiting access to quality guidance for many households. Slant’s AI-driven tools aim to double this capacity, enabling advisors to support hundreds more clients. By automating time-consuming tasks, Slant empowers advisors to close the advice gap, making financial guidance accessible to a broader range of individuals and families.
Slant’s AI agents act as proactive teammates, handling essential tasks to keep client relationships on track. The platform’s nudges provide timely, personalized prompts for actions like client birthdays, follow-ups, or required minimum distribution reminders. These nudges draft emails, queue texts, or schedule outreach, reducing manual effort. Meeting and scheduling agents manage the entire meeting process, from preparing agendas and pulling documents to handling confirmations and post-meeting follow-ups. Additionally, Slant’s AI-powered chat assistant retrieves client details, answers questions, and drafts communications, making the CRM a dynamic knowledge partner.
"Financial advice changes lives—but too many Americans don't have access to it," said Michael Sheerin, [Title Placeholder]. "Slant's approach empowers advisors to dramatically increase capacity while keeping their relationships personal and authentic. It's technology that expands the human impact of financial advice."
By integrating AI into every aspect of client management, Slant enables advisors to scale their practice without compromising on quality. The platform’s ability to automate routine tasks and provide actionable insights ensures advisors can focus on delivering personalized advice. This approach not only enhances efficiency but also strengthens the trust and authenticity that are central to advisor-client relationships.
Pageport’s launch of Slant marks a significant step toward making financial advice more accessible and efficient. By equipping advisors with AI-driven tools, Slant is poised to reshape how financial professionals manage their practices and connect with clients, ultimately benefiting a wider audience seeking guidance.
Pageport provides marketing and client engagement tools used by more than 1,000 financial advisors nationwide. With the launch of Slant, Pageport continues its mission to empower advisors with innovative technology that enhances efficiency and strengthens client relationships.
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