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Slant Adds Customizable Intake & Other Forms

Barchart·07/30/2026 08:00:00
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The onboarding process can become more seamless and streamlined thanks to
Slant

LEHI, Utah, July 30, 2026 /PRNewswire/ -- Slant, the financial advice industry's AI-native client relationship management (CRM) platform, today announced the launch of Intake Forms — branded, AI-built forms for collecting client and prospect information, included in Slant at no additional cost.

Read more at prnewswire.com

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