Slant

Slant is where an advisory practice keeps track of households, trusts, and the pipeline behind every prospect, but a record only helps if it's current. Quin connects directly to Slant and updates household, contact, and opportunity details the moment they come up in conversation, whether that's during a client call or a quick note typed in afterward.

What you can do with Slant and Quin

• Get a household or contact record updated the moment it comes up in conversation.
  Meeting notes land in the right place automatically, without opening Slant to log them yourself.
• Update trust, prospect, and opportunity details as they're discussed.
  They reflect what was actually said, not a summary written up later.
• Create and track tasks and projects tied to client work.
  Each one stays connected to the household or account it came from.
• Pull up a household's recent activity and notes before a meeting starts.
  The context is ready without opening Slant first to piece it together yourself.
• Keep business and contact records tagged and organized.
  It happens as part of the same conversation instead of a separate cleanup pass.
• Ask what was last discussed with a household and get a straight answer.
  It's pulled directly from Slant without you opening the record yourself.

Who this helps most

• Advisory practices managing trusts and multi-generational households, where pipeline and relationship details are easy to lose track of by hand.
• Solo advisors and small teams without dedicated administrative support, where logging every update competes with time in front of clients.
• Anyone managing a pipeline of prospects and opportunities, since progress gets captured from ordinary conversations instead of a deliberate CRM session.

How this shows up day to day

• A client meeting wraps up with a few updates to log.
  Household and contact records reflect what was discussed the moment the call ends, without a separate entry step.
• A prospect's opportunity details change mid-conversation.
  Mentioning the update is enough to get the record current, instead of opening Slant to make the change directly.
• Prepping for a meeting with a household you haven't spoken to in a while.
  Pulling up recent activity and notes beforehand means starting the conversation with context instead of a cold open.

Frequently asked questions

What happens when I connect Slant?
Quin starts keeping household, contact, and opportunity records current from your conversations, and can create and track tasks tied to client work.

Does Quin only update Slant from meetings?
No. Mentioning a household or contact in any conversation works the same way, so updates aren't limited to scheduled calls.

Can I control what Quin logs or tags in Slant?
Yes, through Guidelines, where you can specify the level of detail or particular tags you want applied to households, contacts, or opportunities.

Is my data kept private and secure?
Yes. Quin is SOC 2 Type II certified and encrypts data in transit and at rest, the same standard applied across every integration, not just Slant.

Does Quin replace Slant?
No. Slant stays the system of record for the practice. Quin keeps it current and pulls context from it, but Slant remains the source of truth.