Podcast | Altitude CRM

Features

CRM Features

Contact Management

Households, accounts, and assets in one record.

Client Communication

Letters, mass mail, and templates with signatures.

Calendar & Email

Synced inbox and two-way calendar.

Operations

Workflow templates, tasks, and a daily AI briefing.

RMD Management

Plan and track distributions, at scale.

Compliance

An audited record of every view and change.

Opportunity Management

Track deals by stage, value, and commission.

Pathfinder AI

AI Meeting Intelligence

Notes, prep, and follow-ups for every meeting.

AI CRM Assistant

Draft notes, log touches, reschedule tasks via chat.

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Altitude's Built-in AI-Notetaker, Pathfinder+
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Altitude CRM

The AI CRM Built for Financial Advisors in the Age of Intelligence

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