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 move it forward.
Improvements and Enhancements
Workflows and Automation
Workflows in Altitude just became far more powerful.
When creating or editing a task inside a workflow, you can now define what happens when that task is worked on. You can choose:
- No Action, which keeps the task behavior unchanged
- Send Email, which attaches an email template to send at execution
- Print Letter, which attaches a letter template to generate and print
Templates can be selected from your own library or from the licensed Content Library. This unlocks approval workflows, document generation workflows, and structured communication sequences directly within your existing workflow templates.
This is Phase 1.
In Phase 2, we will introduce a centralized Print Queue, where messages can be reviewed, printed, and sent from one organized workspace. That expansion will introduce:
- Autosend capabilities
- Scheduled sending
- Conditional sending based on task completion
- Sender selection by user or office identity
- Retry logic for failed sends
This is a foundational step toward deeper workflow-driven communication across the platform.
Opportunities
Metrics That Reflect What You’re Actually Viewing
Opportunity metrics now respect your applied filters.
When you filter by assigned user, date range, or other criteria, the metrics tiles and statistical graph update dynamically to reflect only the filtered dataset. Advisors can now evaluate performance within specific slices of their pipeline without manually recalculating totals.
This was a highly requested enhancement and strengthens how teams monitor growth and accountability.
Pathfinder
Automatic Household Creation
When Pathfinder creates a new contact during a conversation, it now automatically creates a household for that contact as well. The household is named after the contact’s last name.
Because most advisory practices operate at the household level, this removes a repetitive administrative step and ensures new records align with how advisors actually manage relationships.
Reports
Today’s Updates Now Capture Description Changes
The Today’s Updates report now includes activities where descriptions were edited, not just those created or status-changed.
This provides a more complete daily audit trail and improves internal visibility across teams.
Recurring Activities
Recurring Filters Based on Current Instance
Recurring activities now filter according to the current recurrence date rather than the original start date. This ensures they continue to appear correctly inside filtered date ranges over time.
Dashboard Completion Improvements
Recurring activity instances can now be completed directly from the Today’s Appointments dashboard card, keeping workflows fast and uninterrupted.
Behind the Curtain
While this release delivered meaningful upgrades, several major capabilities are progressing toward beta and release.
Meetings Workspace with Pathfinder+
We are finalizing a new Meetings workspace powered by Pathfinder+. It will include intelligent meeting preparation workflows, structured pre-meeting task assignments, post-meeting transcript navigation with bookmarks, and AI-assisted insight extraction.
Beta access will open soon.
Notification System Refinement
The overhauled notification experience is receiving continued polish, including improved layout, smarter management controls, and compact display modes. It will roll out in an off state so teams can adopt it on their timeline.
A New Compliance-Focused Workspace
A dedicated workspace supporting a critical year-end compliance workflow is in development. Advisors who manage Required Minimum Distributions should watch closely for what comes next.
Zapier Expansion
Additional trigger types are in development, including New Contact in List, expanding automation possibilities between Altitude and the broader advisor tech stack.
Each of these initiatives reflects the same direction: deeper workflow integration, stronger intelligence, and a more unified operating system for advisory firms.
Development Velocity
This week: 15 updates shipped
Prior week: 18 updates shipped
Phase 1 of workflow approval actions marks a meaningful milestone in Altitude’s evolution. In the coming weeks, you will see more workflow templates upgraded with these new capabilities, making it easier to manage communication, approvals, and operational consistency directly inside the platform.
Altitude continues to move forward with steady, measurable momentum.
