CRM for Financial Advisors
The CRM Built for Financial Advisors in the Age of Intelligence
The industry’s first AI-native CRM for financial advisors — built to manage your practice, deepen relationships, and automate marketing from one intelligent platform.
Built for the Way Financial Advisors Actually Work
Most CRMs weren’t built for financial advisors. They’re either packed with features they never use or too basic to support a growing advisory firm. Add in complex tools, disconnected platforms, and endless follow-up tasks… and suddenly your CRM becomes the bottleneck.
Altitude is different. It’s a CRM designed for financial advisors from the ground up combining; contact management, automation, communication, and AI into one powerful system that works like you do.
A Full-Featured CRM
Everything Financial Advisors Need to Grow, Built Into One CRM
Altitude is your command center for client relationships, prospecting, operations, and growth.
No add-ons. No complexity. Just results.
Pathfinder AI
AI that actually works like an assistant.
Talk or type to add notes, pull up client data, summarize meetings, or complete tasks — all within seconds.
Contact & Client Management
Every detail, every interaction, all in one place.
See full relationship history, tag clients, sort contacts, and work faster with smart dashboards and filters.
Smart Email & Letters
Proven messaging at your fingertips. Easily merge contact details into emails or printed letters. Reach your audience at scale while maintaining that one-to-one feel.
Opportunity Pipeline
Track prospects and deals with ease. Drag-and-drop pipeline, custom stages, and (soon) AI forecasting to help you close more opportunities faster.
Workflows & Automations
Create workflows that assign tasks, trigger messages, and move prospects through your funnel hands-free.
Calendar & Scheduling
Two-way sync with Outlook. View team availability, book meetings, and stay on top of your day.
Task Management
Assign, track, and complete tasks across your team. Link them to clients, deals, or workflows and never miss a beat.
Reporting & Insights
Save time and make smarter decisions with dynamic CRM reports and performance dashboards.
Elevate Your Practice
Altitude is designed exclusively for financial advisors, combining CRM, marketing automation, and AI-powered workflows to help you climb higher with less effort.
Built to Grow With You
Work Smarter. Wow Clients.
Deliver exceptional service, save hours each week, and manage your entire book from one streamlined platform. With built-in marketing tools and Pathfinder AI by your side, you can scale relationships without scaling complexity.
Command Central for Your Office
Stay on Track. Move Faster.
Track tasks, assign workflows, and never lose sight of what matters. With smart automations, team permissions, and seamless visibility, Altitude helps you organize chaos and serve at scale.
Compliance Meets Performance
Grow Confidently. Stay Connected.
Unify your teams, standardize service, and maintain oversight without slowing down. From content approval to activity history, Altitude helps you run a compliant, enterprise-ready operation that advisors actually want to use.
Supercharge Your Practice
Ready to elevate your practice and take back your time? See how Altitude helps you work smarter, grow faster, and deliver standout service — all in one AI-native platform.
