SALT LAKE CITY, Utah — August 8, 2025 — Altitude, a new AI-native CRM built exclusively for financial advisors, has officially launched, representing a major advancement in advisor technology and the next generation of the long-standing Bill Good Marketing CRM platform, Gorilla 5 (G5).
Developed by the same team that has supported advisors for over four decades, Altitude unites CRM, marketing automation, and AI into one modern workspace. It is built to help financial professionals operate more efficiently, deliver better client experiences, and sustain long-term growth without the administrative burden that slows most advisory teams.
From Gorilla 5 to Altitude
For decades, Bill Good Marketing (BGM) has set the standard for advisor marketing and client management systems. Its Gorilla CRM platform, later known as G5, was among the first purpose-built CRMs for financial advisors, giving firms structure, organization, and proven processes for growth.
Altitude builds on that foundation with a completely new architecture, a redesigned user experience, and an AI-driven core that reflects how modern advisory teams work today.
“Altitude was born from everything we learned over 45 years of helping advisors grow,” said Frantz Widmaier, CEO of Altitude and Bill Good Marketing. “We did not just modernize the CRM. We reimagined how advisors and their teams collaborate, communicate, and execute on the strategies that drive business forward.”
Built for the Way Advisors Actually Work
At the heart of Altitude is Pathfinder AI, an intelligent assistant that helps advisors record notes, create follow-up tasks, identify opportunities, and build automations using natural language. The result is a faster, simpler way for advisors to stay organized, meet client needs, and manage workflows without switching between multiple tools.
Beyond Pathfinder, Altitude introduces a refined set of features purpose-built for advisors who need more than a generic CRM:
- Unified Client Profiles: Consolidate every detail of a client relationship, from communications and meetings to personal notes and financial goals.
- Automations Builder: Streamline recurring workflows for onboarding, service, and review cycles, giving teams back valuable hours each week.
- Opportunities and Pipelines: Visualize prospects and clients through every stage of the sales and relationship journey.
- Integrated Email and Calendar Sync: Connect directly with Microsoft 365 or Google Workspace to eliminate double entry and keep the entire team aligned.
- Team Collaboration Tools: Assign tasks, set priorities, and maintain visibility across the firm to ensure nothing falls through the cracks.
Every capability within Altitude is designed around a single goal: to give advisors more time to focus on clients and less time managing systems.
A Platform That Carries a Proven Legacy Forward
Altitude represents the next chapter in Bill Good Marketing’s technology heritage. Since launching the original Gorilla CRM, BGM has helped thousands of advisors implement structured processes that combine marketing, sales, and client service into a single repeatable system.
“Bill Good Marketing has always been about helping advisors do more of what works,” said Andrew D. White, Director of Marketing at Altitude. “With Altitude, we are continuing that mission on a modern foundation that blends proven systems with next-generation AI.”
Migration for Existing Clients
Existing Bill Good Marketing clients currently using G5 are being invited to migrate to Altitude in stages throughout 2025. Each migration includes full data transfer, personalized setup, and access to Altitude’s training and support teams to ensure a seamless transition.
“G5 helped advisors grow for years, but the needs of the modern firm have evolved,” said Widmaier. “Altitude is built for the next decade of growth, giving advisors the technology they need to scale intelligently and deliver exceptional service at every touchpoint.”
Availability
Altitude CRM is available now for both current Bill Good Marketing clients and new advisory firms. Advisors can request early access and demos through the official website at www.gainaltitude.ai.
