Altitude CRM

The CRM Built for Financial Advisors in the Age of Intelligence

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Altitude CRM is an AI-native CRM built specifically for financial advisors. It brings together client management, marketing automation, practice management, and real-time AI guidance in one intuitive platform. Advisors use Altitude to streamline operations, strengthen client relationships, automate workflows, and make smarter decisions with insights from Pathfinder AI. Designed for modern advisory firms, Altitude gives teams a clear, efficient system for growth and consistent client service.

Pricing of Altitude CRM

Altitude CRM

USD 79.00

Per User Per Month

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Key Features of Altitude CRM

Key Features:

CRM & Sales Dashboards
CRM Analytics
Email Integration
Email Templates
Marketing Automation
On-Demand (SaaS)
Project Management
Sales Tracking
Import & Export Data
Interaction Tracking
Lead Generation
Sales Pipeline Tracking
Sales Dashboards & Reports
Analytics (ROI Tracking)

Key Specification

Other Categories:	CRM Software Financial CRM Software
Deployment:	Cloud Hosted
Customer Support:	Phone,Email,Live Chat,Online (Ticket),Business Hours
Customization:	Yes
Languages Support:	English

Who uses Altitude CRM

Personal

SMEs

Enterprises

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Company Details

Company Name:	Altitude CRM
Headquarter:	Salt Lake City, Utah United States
Social Media:	Facebook Twitter LinkedIn

Altitude CRM Description

Altitude CRM is the first AI-native CRM created exclusively for financial advisors and RIAs. Built from the ground up for the way advisors actually work, Altitude integrates CRM, automation, client service, and practice management into one unified, easy-to-use system.

At the center of the platform is Pathfinder AI, a real-time intelligent assistant that analyzes client data, surfaces opportunities, recommends next actions, and helps advisors maintain a well-organized book of business. Instead of bouncing between disconnected tools, advisors get one place to manage households, workflows, meetings, service tasks, communication, and email outreach.

Key Features

AI-native CRM: Smart contact management, householding, profiling, segmentation, and powerful search.
Pathfinder AI: Instant insights, data cleanup tools, opportunity detection, and intelligent next-step recommendations.
Marketing Automation: Email campaigns, service calendars, and customizable workflows tailored to advisory practices.
Client Service Management: Track service requests, tasks, communication history, and review meeting preparation.
Workflow Engine: Build repeatable processes for onboarding, follow-ups, client reviews, and more.
Opportunities & Pipeline: Clear visibility into prospects, assets, conversions, and next actions.
Team Collaboration Tools: Assign tasks, track progress, manage calendars, and improve internal alignment.
Migration Support: Smooth transition options from legacy CRMs including G5, Redtail, Wealthbox, and others.

Who It’s For

Altitude is built for financial advisors, RIAs, wealth managers, associate advisors, and support teams who want a platform that enhances clarity, improves consistency, and reduces manual work. Whether the practice is a solo operation or a multi-advisor team, Altitude adapts to the way each firm works.

What Makes Altitude CRM Different

Most CRMs are built for general sales teams. Altitude is built specifically for financial advisors, with industry-focused tools, workflows, and automation to support meaningful client service and efficient daily operations. Every feature is designed to reduce complexity, save time, and enhance the client experience.

With real-time AI at the core, Altitude helps advisors stay organized, act proactively, and deliver exceptional value — all in a single streamlined system.