At Altitude, we’re always working to make your climb smoother, faster, and more rewarding. Below, you’ll find the latest updates, newest features, and improvements — all designed to help you work smarter and grow your practice.
If you are watching Altitude from the outside, this is one of the updates worth paying attention to. Advisors using Altitude just gained access to a brand-new Workflows system that transforms how firms organize, assign, and manage the work that drives their business. This is the kind of feature that separates modern CRMs from legacy […]
It’s been an incredible few weeks inside Altitude. The office lights have been on late, the caffeine has been flowing, and the team has been deep in the kind of focused work that only happens when you’re building something big. Every developer, designer, and product lead has been heads down pushing toward the next evolution […]
This week’s update focuses on clarity and usability across key areas of the platform. The Contact List view has been refined for better visibility, the Documents workspace has received a major upgrade, and the Today’s Updates report continues to evolve with smarter data display and organization. While this release is smaller on the surface, much […]
This week’s midweek update brings deeper control, smarter filtering, and several refinements to recently launched features. Custom Fields and Calendar Sync are already driving meaningful improvements across teams, and this release continues to build on that foundation. If you have been experimenting with Custom Fields, we would love your feedback. Your input helps shape how […]
This week marks a major milestone for Altitude. Custom Fields are now live, and beta support for Microsoft 365 Calendar Sync has officially launched. Together, these features unlock deeper personalization, automation, and flexibility inside the platform. New Features and What’s Coming Soon Custom Fields (Phase 1) Custom Fields have arrived, giving advisors complete control over […]
This month has been a busy one for the Altitude team. Since our last in-app update, we’ve made more than seventy unique additions to the platform across refinements, enhancements, and foundational work. Some of these updates are part of larger releases that will reveal their full impact in the coming weeks. Altitude is growing quickly, […]
This week brings more visibility into your pipeline and new ways to understand the relationships that define your business. With another report live and a growing list of usability improvements, Altitude continues to evolve into a smarter, more connected platform for advisors and teams. What’s New Activities Due Report The second report, Activities Due, is […]
Altitude continues to evolve this week with new ways to see your data and stronger measures to protect it. The first of several new reporting workspaces is now live, along with improvements to login security, calendar management, and data visibility. These updates mark another important step in refining Altitude into the most reliable and intelligent […]
This week, the focus is on foundation. Our team is finalizing internal testing on several major features, including the first of Altitude’s new reports, updates to letter and birthday letter printing, two-factor authentication, and email signatures. More details on those enhancements will be shared in tomorrow’s release. For now, here is what has gone live […]
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