Slant

Slant is an AI native CRM for financial advisors with an embedded meeting notetaker, a scheduling agent that prepares agendas and a chat assistant that drafts client outreach, aimed at solo advisors and small teams. The company behind it is Pageport, Inc.

Pageport Secures $3.3M to Launch AI-Driven CRM for Financial Advisors

August 26, 2025

Pageport has raised $3.3 million to launch Slant, an AI-first CRM designed to enhance the capacity of financial advisors, as announced in a press release.
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