The financial advisory space, particularly advisor-facing CRM solutions, has remained largely stagnant, dominated by outdated platforms like Redtail and Wealthbox. These legacy systems impose friction on workflows and hinder meaningful client relationships. Pageport identified an opportunity for innovation—through deep AI integration—that could enable advisors to scale quality relationships and address looming capacity constraints. The impact is significant: helping each advisor serve more clients effectively translates to expanding access to quality financial advice for millions.

Pageport has launched Slant, an AI-native CRM designed specifically for financial advisors. Rather than simply storing client data, Slant acts as an assistant—surfacing the most relevant client information, composing emails, and automating complex workflows like required minimum distributions (RMDs). This allows advisors to dramatically expand their client capacity and reduce the need for multiple third-party integrations. Pageport has already proven product demand with a strong waitlist of potential customers. Its AI-first approach, combined with deep CRM functionality and bundled features, positions it as the modern advisor's operating system.

Pageport is led by co-founders Max Metcalf and Thomas Clawson, who met on a church mission in Denmark and have been building ever since. Their firsthand experience building advisor-focused point solutions gives them unique insight into the workflows that matter most to their users. With a tight nine-person team, strong product instincts, and deep connections within the financial advisory community, the Pageport team is uniquely equipped to challenge incumbents like RedTail and Wealthbox, and define the future of advisor CRM.

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