Support

Expert Guidance,

Built for the Climb

Quality support supplied by Altitude experts, fully dedicated to your success.

Any support you may need,
any way you want it

Robust self-serve resources

Our comprehensive Help Center is packed with step-by-step articles, tutorials, and walkthroughs that make it easy to solve issues independently — no matter your technical level.

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Quick help, just a click away

Have a question? Our support team is ready to help during business hours, Monday through Friday, 9am to 5pm ET. Whether you’re troubleshooting a workflow or exploring a new feature, we’re just a message away.

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Accessible and
advisor-focused support

When you need more than a quick fix, our team delivers tailored guidance based on decades of advisor experience.

Dedicated Support for every step of the climb.

Altitude comes with responsive, human-first support — not as an upgrade, but as a given. Every advisor on the platform gets access to a knowledgeable team that understands the unique challenges of growing and running a financial practice.

Built on Experience, Not Scripts

Our support team doesn’t just point you to a help article — we provide answers rooted in decades of financial advisor workflows and real practice management know-how.

Fast, Reliable, and Human

Get answers during business hours with quick turnaround times and thoughtful responses that respect your time and your business.

Reach Out How You Like

Whether you prefer to chat, email, or submit a ticket, we make it easy to get the help you need — no special access required.

Meet the team that supports your success

"I enjoy working on the unique customizations that each advisor needs for their own practice. Taking the information from the advisor and turning it into a process that works for them, and seeing it work, gives me such a great feeling of accomplishment. Plus, it helps the advisor move their practice forward."

"Working with financial advisors presents a unique challenge as each one has a different method of working with their clients. Getting all the details to work is incredibly rewarding and helps move forward not only their business but their relationships with their clients."

“I love working to help advisors solve their problems fast. It's rewarding to see the stress just melt away when an urgent problem is taken care of quickly, efficiently, and thoroughly, leaving their time open to continue working on their unique business."

"The thing I love about my day is that I know my support makes a difference to the people I work with. "The thing I love about my day is that I know my support makes a difference to the people I work with. Every conversation is an opportunity to solve a challenge and make someone’s day a little easier."