Features
Everything You Need. Nothing You Don’t.
Altitude comes fully loaded with the tools you need to grow and run your advisory business — with no add-ons required.
Pathfinder AI
The AI Super Assistant, Built for Advisors
Whether you’re logging notes, finding client info, or summarizing meetings, Pathfinder gets it done — just by talking or typing. It’s like having an extra team member who never forgets, never slows down, and is always one step ahead.
Client Communication
Reach More People. Stay Personal.
From automated birthday letters to targeted email campaigns, Altitude makes it easy to communicate consistently — without sounding like a robot. Want to see how we help you stay top of mind year-round?
Operations
Workflows That Run Themselves
Managing tasks, setting permissions, and automating follow-ups shouldn’t take up your whole day. With Altitude, your operations stay organized — and your team stays focused.
Contact Management
One System to Manage Every Relationship
Households, companies, contact history, segmentation — all in one place. With Altitude, you’ll always know who your clients are, what’s next, and what’s most important.
Opportunity Management
Turn Prospects Into Clients Seamlessly
Track every opportunity from first meeting to close with a visual pipeline that reflects your real sales process. Know where each deal stands and what comes next.
Calendar & Email
Everything Connected. Nothing Missed.
Sync your Microsoft account to Altitude and get full visibility across client communication, tasks, and appointments — without switching tabs.
Compliance (Coming Soon)
Fast, Personalized, and Compliant
Altitude helps you move quickly without sacrificing oversight. With built-in approval workflows and audit-ready tracking, you can scale communication and still meet compliance standards.
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.
