Pageport, a company specializing in marketing and client engagement tools used by over 1,000 financial advisors nationwide, has announced that it has raised $3.3 million in funding from 2048 Ventures and Matchstick Ventures. This funding will be allocated towards the launch of Slant, an AI-centric CRM purposefully designed for financial advisors, equipping them with the tools necessary to serve a larger client base more efficiently.
Slant was developed to empower financial advisors to expand their client outreach while preserving and enhancing the personal relationships that distinguish them in their profession. For several years, Pageport has encountered a recurrent concern among hundreds of advisors: most existing CRMs offer minimal functionality beyond data storage and task tracking.
These systems fail to facilitate practice growth or deepen client relationships actively. Slant aims to address this gap by transforming the CRM into a proactive partner that prepares for meetings, dispatches follow-ups, schedules reviews, and maintains continuous client engagement.
Typically, advisors can effectively serve between seventy and ninety clients, implying that high-quality advice is frequently available only to affluent households. The mission of Slant is to help advisors double their capacity, enabling them to work with hundreds more families and individuals—bridging the advice gap that leaves millions without guidance.
Slant’s AI Agents function as proactive collaborators, managing tasks that often impede advisors’ efficiency:
— Nudges – Timely, personalized prompts that not only inform advisors of forthcoming responsibilities but also undertake the initial execution. Whether it concerns a client’s birthday, post-meeting follow-up, or Required Minimum Distribution reminders, Slant drafts emails, queues texts, or schedules outreach activities, allowing responses in seconds rather than hours.
— Meeting & Scheduling Agents – Slant oversees every stage of the meeting process. Before meetings, agents prepare personalized agendas, compile relevant documents, and highlight key client details. They also coordinate time proposals, manage confirmations and reminders, and handle rescheduling. Following meetings, agents record notes, update records, and organize follow-up actions to ensure a seamless workflow without excessive back-and-forth.
— Chat – An AI-based assistant integrated within Slant, prepared to respond to inquiries, retrieve client information, locate documents, and draft outreach, thereby transforming the CRM into an accessible knowledge resource.
KEY QUOTE:
“Financial advice changes lives—but too many Americans don’t have access to it. 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.”
Michael Sheerin
