CRM for Financial Advisors
The AI-Native CRM for Financial Advisors Who Want to Scale
Altitude CRM is the first intelligent growth platform purpose-built for RIAs and wealth managers. Automate your admin with Pathfinder AI and focus on what matters most, your clients.
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.
Financial Advisor CRM Features
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.
What is Altitude CRM?
Altitude is an AI-powered CRM for financial advisors that combines customer relationship management, workflow automation, and meeting intelligence in one platform. It’s purpose-built for the financial services industry, with deep support for financial planning, portfolio management, and client engagement. Advisors use Altitude as their cloud-based CRM platform to manage client data, automate follow-ups, track the sales pipeline, and run their advisory practice from a single system.
Who is Altitude CRM for?
Altitude CRM is the best CRM for financial advisors, RIAs, and advisory firms that want a CRM system designed around how wealth management actually works. It fits solo advisors, small teams, and multi-advisor shops that need contact management, team collaboration, and service-tier workflows. If you manage client households, track client information across custodians, and care about long-term client relationships, Altitude is built for your specific needs.
What makes Altitude CRM different from Redtail, Wealthbox, or Salesforce?
Altitude CRM is the only CRM solution that combines proven financial advisor CRM workflows and best practices with modern AI-powered automation. Redtail and Wealthbox are legacy CRMs without built-in meeting intelligence or a structured touch system for client engagement. Salesforce Financial Services Cloud is a enterprise platforms that require heavy customization and a long onboarding process to fit an advisory firm. Altitude ships with advisory workflows, service-tier touch cycles, and AI already wired in, so you skip the multi-month setup.
What is Pathfinder AI and how does it work?
Pathfinder AI is Altitude CRM’s built-in AI assistant. You can ask it questions about clients, schedules, opportunities, and team activity in plain English, and it can create contacts, notes, tasks, and tags through conversation. Pathfinder handles meeting prep by generating executive summaries, suggested agendas, and follow-up action items. It pulls from real-time client data inside the CRM, so every answer reflects the current state of your client base and supports better decision-making in every client interaction.
Does Altitude CRM have meeting transcription and AI notes?
Yes. Altitude CRM includes a full meeting intelligence suite with live transcription, AI-generated summaries, and automatic action items. Before the meeting, it builds an executive summary of the client relationship and suggests talking points. During the meeting, a bot captures every word. After the meeting, the AI surfaces new opportunities, relationship changes, and draft follow-up emails, then creates the tasks for you. Every transcript is encrypted at rest.
What are the key features and core functions of Altitude CRM?
The key features and core functions include contact management, client management, workflow automation, task management, meeting intelligence, financial account and asset tracking, a full email client, calendar and scheduling, online bookings, document management, marketing automation, and the Pathfinder AI assistant. Altitude also includes real-time dashboards, segmentation, custom metrics, and audit trails. It’s designed for ease of use and scalability, so a solo advisor can start small and grow into a multi-team firm without changing CRM software.
How does Altitude CRM help with workflow automation and follow-ups?
Altitude uses activity templates to automate workflows across the whole client lifecycle, from onboarding to annual reviews. You can build a reusable template once, then apply it to any contact, and the system generates every task, follow-up, and letter on a business-day schedule. Task actions trigger emails or letters automatically when a step is completed, so repetitive tasks like birthday outreach, review prep, and paperwork reminders run themselves. This is how advisors streamline their practice and free up hours for real financial advice.
How does Altitude CRM handle task management for financial advisors?
Altitude’s task management system is built around how financial advisory work actually flows. You get four activity types (Paths, Waypoints, Tasks, and Scheduled Events) with 14 workflow states and priority levels. Every task can include checklists, attachments, merge-field letters, and automatic email triggers. Tasks link to contacts, financial accounts, assets, and opportunities, so nothing falls through the cracks and every team member knows what’s next.
What integrations does Altitude CRM support?
Altitude integrates with Gmail, Microsoft Outlook, Google Calendar, Microsoft Teams, Zoom, and Zapier. Email and calendar sync is bidirectional, so messages and events flow both ways in real time. The Zapier integration exposes 18+ endpoints, giving you no-code access to 6,000+ apps across your tech stack. These integrations let Altitude sit at the center of your operations, connecting your support team, custodians, marketing tools, and financial planning tools.
Does Altitude CRM work with Gmail and Outlook?
Yes. Altitude syncs bidirectionally with both Gmail and Microsoft Outlook for email and calendar. Emails are auto-linked to the right CRM contact and show up in that contact’s timeline for a full view of every client interaction. You can read, reply, compose, and manage folders or labels directly inside Altitude. Calendar events sync both directions, so changes made in either system stay in sync across your advisory firm.
Can Altitude CRM send mass emails and letters to clients?
Yes. Altitude includes mass email, a letter composer with merge fields, and a template library for birthday letters, anniversary notes, and milestone communications. You can send personalized client communication to a contact list with automatic deduplication. Built-in segmentation lets you target the right client base with the right message, which drives retention and referrals. The letter composer supports up to four authorized signatories per team and connects with the Content Library for proven marketing automation templates.
How much does Altitude CRM cost?
Altitude uses seat-based pricing with separate licenses for the CRM, Bookings, Content Library, and Pathfinder AI+. You can start with just the CRM and add functions as you need them, which keeps pricing flexible for solo advisors and scalable for larger firms. Pathfinder AI comes in three tiers (BASE, PLUS, and PRO) so you pick the level of AI that fits your practice. For current pricing, visit the pricing page or book a demo.
Is Altitude CRM easy to use?
Yes. Altitude is designed for a clean, user-friendly experience that advisors and staff can pick up without weeks of training. The interface uses modern design patterns, drag-and-drop organization, and a unified timeline that puts every client interaction in one view. The user experience focuses on helping advisors spend less time in the CRM and more time helping clients reach their financial goals. Most teams are up and running within days, not months.
What compliance tools does Altitude CRM include?
Yes. Altitude is designed for a clean, user-friendly experience that advisors and staff can pick up without weeks of training. The interface uses modern design patterns, drag-and-drop organization, and a unified timeline that puts every client interaction in one view. The user experience focuses on helping advisors spend less time in the CRM and more time helping clients reach their financial goals. Most teams are up and running within days, not months.
How does Altitude CRM handle data management and data storage?
Altitude handles data management with encrypted, secure data storage built for sensitive client information and financial data. Documents are stored in the cloud with role-based download access and full audit logging. Sensitive fields (passwords, tokens, and any custom fields you flag) are encrypted at rest. Meeting transcripts and AI chat history are also encrypted. The whole platform runs on an enterprise-grade database, so your client base data stays safe, searchable, and compliant.
If your CRM feels like extra work, it is costing you more than time.
Take a quick Altitude tour to see how much faster your can grow.