Pathfinder AI
Meet Pathfinder,
Your AI Super Assistant
Pathfinder is your built-in AI assistant inside Altitude — designed to help you manage relationships, streamline workflows, and make smarter decisions.
No integrations. No setup. Just results.
Pathfinder Automates the Admin, So You Can Focus on the Climb
From summarizing meetings to logging notes, retrieving client info, and generating follow-ups, Pathfinder takes on the repetitive tasks that eat up your time — and completes them with precision.
Your AI Assistant Without the Overhead
Your AI Assistant Without the Overhead
No Integrations.
No Extra Tools. No Setup.
No Integrations.
No Extra Tools. No Setup.
Pathfinder Works While You Focus on Clients
Pathfinder Works While You Focus on Clients
How Does Pathfinder Work for Financial Advisors?
Advisors lose hours every week logging notes, updating tasks, digging through client records, and prepping for meetings. With Pathfinder, you can automate all of it — so you spend less time on admin and more time advising.
Log Notes in Seconds and Never Lose a Detail
Spend less time typing, more time advising. With Pathfinder, you can log detailed client notes just by talking or typing. Say something like “Add a note to John Smith’s account about today’s review,” and Pathfinder takes care of the formatting, tagging, and record-keeping.
Instantly Surface Key Client Info
The answers you need, the moment you need them. Whether you need to check when a client last visited the office, confirm an upcoming birthday, or review their service level — Pathfinder pulls up the exact details instantly.
Navigate Altitude Without Clicking Around
Go anywhere in the platform — just say the word. Instead of hunting through menus or switching tabs, Pathfinder lets you move through Altitude with natural language. Say “Open Jane Doe’s household,” or “Show today’s tasks,” and Pathfinder will take you directly there.
Create and Manage Appointments Effortlessly
Stay on top of your schedule with zero friction. Need to schedule a meeting or reschedule one on the fly? Pathfinder can handle it. Say, “Schedule a review meeting with Mark next Thursday at 3pm,” and it’ll sync it to your calendar — saving you time and clicks.
What Powers Pathfinder?
Pathfinder isn’t “just AI.” It’s a collection of advisor‑tuned capabilities woven throughout Altitude to help you move faster, stay organized, and act with confidence.
Natural Language Command Engine
Quickly add clean, structured notes to contact records by speaking or typing naturally. Pathfinder understands advisor workflows and logs your updates where they belong — formatted, tagged, and time-stamped.
Context‑Aware Client Lookup
Need facts fast? Ask Pathfinder for birthdays, last touch dates, service level, open opportunities, or outstanding tasks and it pulls the data directly from the client record — in seconds.
Quick Action Automation Hooks
From a single command, Pathfinder can create tasks, set reminders, tag contacts, or kick off basic workflows. It shortens the distance between insight and follow‑through.
Smart Note Capture & Structured Logging
Pathfinder turns quick thoughts into clean, searchable records. It auto‑attaches notes to the right contact or household, applies time stamps, and preserves meeting context so nothing gets lost in the shuffle.
Calendar & Activity Access
Stay on top of your day without switching systems. Pathfinder can surface today’s schedule, add review appointments, and link activities back to client records so your time and tasks stay aligned.
Advisor‑Trained Intelligence Layer
Pathfinder is informed by decades of real advisor workflows and best practices. That means it understands industry language, client relationship context, and the way advisory teams actually track and act on information.
An AI Assistant That Gets Smarter With Every Step
When you start using Altitude, Pathfinder begins learning how you work. It observes what you search for, how you log notes, what information you reference most, and how your day is structured.
Over time, it becomes more helpful, more accurate, and more aligned with the way you manage your practice. Like a trusted team member, Pathfinder improves with experience.
Always Ready When You Are
You don’t have to train Pathfinder or teach it where things live. It’s built into the core of Altitude and understands the structure of your CRM from day one.
Whether you’re adding a note, pulling up a record, or navigating the platform, Pathfinder is standing by and ready to respond the moment you are.
What is Pathfinder?
Pathfinder is your AI-powered assistant built directly into Altitude. It helps you log notes, find client information, manage tasks, and navigate the platform using natural language — either by typing or speaking.
Do I need to install or integrate anything to use Pathfinder?
No. Pathfinder is fully built into Altitude. There’s nothing to install, no add-ons required, and no third-party tools to connect.
What can Pathfinder do today?
Right now, Pathfinder can:
Add and format client notes
Pull up contact records, tasks, appointments, and service information
Navigate Altitude on your behalf
Manage appointments through calendar commands
Answer simple platform-related questions
Does Pathfinder learn over time?
Yes. Pathfinder becomes more helpful the more you use it. It adapts to how you interact with the platform and surfaces the information you tend to use most.
Is Pathfinder secure?
Absolutely. Pathfinder operates entirely within Altitude’s secure environment. It never stores or shares your data outside the platform, and all interactions are encrypted.
Do I need to know special commands to use it?
No. Pathfinder is designed to understand natural language. You can speak or type just like you would to a teammate — for example: “Add a note to John Smith about today’s portfolio review” or “Show me my tasks for today.”
Will Pathfinder interrupt my workflow?
Not at all. Pathfinder only responds when prompted. You can access it when needed and ignore it when you’re focused on other work.
What’s coming next for Pathfinder?
We’re actively developing Pathfinder+ and Pathfinder Pro. Upcoming features will include meeting transcription and summaries, suggested follow-ups, and proactive recommendations based on decades of advisor best practices.
What is an AI Practice Assistant?
An AI Practice Assistant is an AI-powered tool designed to support financial advisors with daily administrative tasks. Pathfinder helps you manage notes, tasks, appointments, and records — without clicking through dozens of screens or losing time to manual entry.
Where does Pathfinder get its information?
Pathfinder pulls from your Altitude CRM in real time. It uses the data already in your contact records, tasks, calendar, and activity history to help you work faster and stay organized.
Can Pathfinder send emails or messages to clients?
Not yet. Pathfinder currently helps you manage your day, not communicate on your behalf. Future versions may include support for drafting emails or messages using AI.
Can Pathfinder schedule meetings?
Yes! Pathfinder understands natural language commands like “Schedule a review meeting with Sarah next Tuesday at 2pm” and will sync it to your connected calendar.
Can Pathfinder join meetings or take notes?
Not yet — but it’s coming. Pathfinder+ will include meeting transcription, summaries, and follow-up recommendations based on real-time conversations.
Can Pathfinder replace my assistant?
No — but it will make their job (and yours) much easier. Pathfinder helps with repetitive admin tasks so your team can focus on higher-value work like client service and business development.
Is Pathfinder included with Altitude?
Yes. Pathfinder is built into the base Altitude platform and available to all users at no extra cost.
What’s the difference between Pathfinder, Pathfinder+, and Pathfinder Pro?
Pathfinder is your built-in productivity assistant for daily tasks. Pathfinder+ (coming soon) will transcribe meetings and summarize conversations. Pathfinder Pro (also in development) will offer proactive coaching, growth insights, and performance recommendations based on decades of advisor best practices.
Ready to Hire Pathfinder and Supercharge Your Firm?
Pathfinder is your always-ready AI assistant, built to handle the busywork so you can focus on growing your practice and serving clients. Let Pathfinder lighten the load and help you climb higher.
