At Altitude, we’re always working to make your climb smoother, faster, and more rewarding. Below, you’ll find the latest updates, newest features, and improvements — all designed to help you work smarter and grow your practice.
Some releases improve the interface. Others expand what the platform is capable of. This week’s update does both. We introduced the first phase of workflow approval actions, expanded Pathfinder’s intelligence, strengthened reporting accuracy, and continued refining the day-to-day experience advisors rely on. The result is a platform that not only tracks work, but actively helps […]
Some releases add new buttons. This one changes how the work moves. This week we put real weight behind three areas that show up in an advisor’s day over and over again: team roles, Pathfinder intelligence, and the small workflow details that keep you moving without breaking focus. What’s New in This Release Workflows and […]
This rollout delivers meaningful gains across performance, collaboration, and automation. The focus this cycle was speed, clarity, and removing friction from the work advisory teams do every day. From major infrastructure upgrades to new integrations and role-based workflows, Altitude continues to move quickly toward a more connected and intelligent platform. Platform Performance Altitude is Faster […]
This rollout is about making everyday work inside Altitude smoother, faster, and more predictable. The team focused on quality-of-life improvements across Pathfinder and Notes, meaningful performance gains in Activities and...
The new year is off to a strong start inside Altitude. This release focuses on refinement, clarity, and control — the kind of improvements that quietly make everything work better...
Happy New Year from Team Altitude. Over the past month, we shipped an overwhelming number of improvements across the platform. Since our December 1 update, we’ve completed and released 219...
Welcome back. We hope your holiday was warm, restful, and spent with people you care about. While many teams were slowing down, the Altitude Team has been heads down, wrapping...
If you are watching Altitude from the outside, this is one of the updates worth paying attention to. Advisors using Altitude just gained access to a brand-new Workflows system that...
It’s been an incredible few weeks inside Altitude. The office lights have been on late, the caffeine has been flowing, and the team has been deep in the kind of...
This week’s update focuses on clarity and usability across key areas of the platform. The Contact List view has been refined for better visibility, the Documents workspace has received a...
This week’s midweek update brings deeper control, smarter filtering, and several refinements to recently launched features. Custom Fields and Calendar Sync are already driving meaningful improvements across teams, and this...
This week marks a major milestone for Altitude. Custom Fields are now live, and beta support for Microsoft 365 Calendar Sync has officially launched. Together, these features unlock deeper personalization,...
This month has been a busy one for the Altitude team. Since our last in-app update, we’ve made more than seventy unique additions to the platform across refinements, enhancements, and...
This week brings more visibility into your pipeline and new ways to understand the relationships that define your business. With another report live and a growing list of usability improvements,...
Altitude continues to evolve this week with new ways to see your data and stronger measures to protect it. The first of several new reporting workspaces is now live, along...
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