Pricing
One login. One bill. One source of truth.
Your CRM, AI, scheduling, and meeting notes all run on one platform, so you spend your time advising clients instead of running software.
- Save by paying annually
All plans are an annual commitment, paid monthly or annually.
START HERE
CORE
Altitude CRM with Pathfinder AI
The CRM for financial advisors. Conversational AI on every seat.
- Households, client profiles, and relationship mapping
- Activities, tasks, and workflow templates
- Opportunities and pipeline tracking
- Calendar with two-way Google and Outlook sync
- Reporting and dashboards
- Pathfinder AI, conversational AI on every seat
ADD-ON
Meeting Intelligence
AI that preps, captures, and follows up on every client meeting.
- Automated meeting prep and agendas
- Live transcription on Zoom and Teams
- AI summaries, action items, and follow-up emails
- Opportunity detection from conversations
- Per-contact meeting history and Relationship Reports
- Meeting hours pooled across your firm, with auto top-up
ADD-ON
Bookings
Branded scheduling that drops every booking onto the client profile.
- Branded booking pages and an embeddable widget
- Meeting types with custom intake forms
- Real-time availability from your synced calendar
- Automated confirmations and reminders
- Client self-reschedule and cancel
- Bookings saved as activities on the client record
All plans are an annual commitment, paid monthly or annually.
START HERE
CORE
Altitude CRM with Pathfinder AI
The CRM for financial advisors. Conversational AI on every seat.
- Households, client profiles, and relationship mapping
- Activities, tasks, and workflow templates
- Opportunities and pipeline tracking
- Calendar with two-way Google and Outlook sync
- Reporting and dashboards
- Pathfinder AI, conversational AI on every seat
ADD-ON
Meeting Intelligence
AI that preps, captures, and follows up on every client meeting.
- Automated meeting prep and agendas
- Live transcription on Zoom and Teams
- AI summaries, action items, and follow-up emails
- Opportunity detection from conversations
- Per-contact meeting history and Relationship Reports
- Meeting hours pooled across your firm, with auto top-up
ADD-ON
Bookings
Branded scheduling that drops every booking onto the client profile.
- Branded booking pages and an embeddable widget
- Meeting types with custom intake forms
- Real-time availability from your synced calendar
- Automated confirmations and reminders
- Client self-reschedule and cancel
- Bookings saved as activities on the client record
We're here to help you do your best work.
Our specialists help you get set up, dialed in, and getting the most from Altitude, so you can get back to being the advisor your clients count on.
Features
Put more of your busywork on autopilot.
Start with the CRM and its AI, then add Meeting Intelligence and Bookings to take the prep, the follow-ups, and the scheduling off your hands.
Retire the Frankenstack
Trade the tangle of half-connected tools for one platform that runs your CRM, your scheduling, and your meetings together.
How do I subscribe to Altitude CRM?
You can get started today without needing to talk to anybody by starting a free trial. Or, if you’d prefer a personal walkthrough, talk to our sales team — we’re happy to guide you.
How much does Altitude CRM cost?
Altitude CRM with Pathfinder is $79 per user per month. Meeting Intelligence is $89 per user per month and Bookings is $15 per user per month, both add-ons to the CRM. All plans are an annual commitment, billed per user, and you can pay monthly or pay annually for a lower rate.
What's the difference between Pathfinder and Pathfinder+?
Pathfinder is the conversational AI included on every Altitude CRM seat at no extra cost. Pathfinder+ is the engine behind the Meeting Intelligence add-on, which unlocks meeting prep, live transcription, summaries, and Relationship Reports.
Do I need Altitude CRM to use the add-ons?
Yes. Meeting Intelligence and Bookings both build on the client record in Altitude CRM, so the CRM is the base every plan starts from.
What's the difference between paying monthly and annually?
All Altitude plans are an annual commitment. You can spread payment across monthly installments or pay once up front for a lower per-user rate.
How easy is it to migrate my CRM data?
Very easy! We offer a guided migration experience and helpful support resources as soon as you start to ensure your switch is smooth and seamless. You can also request your migration today.
Can I change the number of users on my plan?
Yes. You can add or remove users at any time from your account. We bill monthly based on active users.
Does Altitude offer any discounted plans?
We currently do not offer discounts. Our pricing is designed to be simple, transparent, and inclusive of all features — so you get the full value right from the start.
How can I manage my billing?
Billing is managed directly in your Altitude admin panel. You’ll be able to view invoices, update payment information, and manage users with ease.
How secure is Altitude?
Altitude is built with security in mind. We’re SOC 2 Type II certified and follow industry best practices to keep your data protected and your firm compliant.
Does Altitude have a mobile app?
Mobile access is coming soon. In the meantime, Altitude is fully responsive and works seamlessly on your tablet or smartphone browser.
Twenty minutes is all it takes to know if Altitude is a fit for your office. Let us show you the future of WealthTech.