WealthSpan is the synthesis layer that turns scattered financial data into the conversations that matter — for high-net-worth households who want a calm, honest read of their own picture, and for the Redtail-powered RIAs who serve them.
Live custodian data, household-aware insights, and an editorial voice that reads like a smart friend who happens to know personal finance. Built for households who've outgrown the spreadsheet.
Slant tried to replace your CRM. We don't. We read from your Redtail, run the rules engine across your book overnight, and write back as Redtail tasks with pre-drafted client emails attached. Your team works in Redtail like always.
Tamarac shows you balances. Redtail shows you tasks. eMoney shows you a plan that hasn't been updated since you signed it. Schwab shows you flows. None of them tell you what matters this week for the household sitting in front of you. WealthSpan does — by reading from all of them, running deterministic rules across the combined picture, and surfacing only what changed.
"The signal you want isn't 'who moved money' — it's 'who has something actionable today.' Roth window closing, ARM resetting, concentration drifting, life event followup overdue. The engine surfaces those across your full book before your first coffee." — from the WealthSpan integration brief
Three commitments baked into every feature, every number, every line of code.
Peer benchmarks come from publicly verifiable Federal Reserve data — SCF 2022, DFA Q4 2025. Mortgage rates from Freddie Mac PMMS. Every figure has a vintage label and a clickable source. We never ship an unsourced benchmark.
Insights are computed from observable data via pure functions, not generated by an LLM. The same household state always produces the same insights, in the same order. No hallucinated numbers, no probabilistic synthesis where it matters.
WealthSpan never moves money, never executes trades, never changes a custodian account. Schwab integration uses OAuth read scope only. Refresh tokens auto-expire after 7 days of non-use.
Send us a note — we'll get you access to the demo, walk you through it on a 30-minute call, and let you decide if it fits how you want to manage your money or your book of business.
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