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 into a smarter, more connected platform for advisors and teams.
What’s New
Activities Due Report
The second report, Activities Due, is now available on the dashboard. This report provides a clear view of all upcoming activities, opportunities, and personal contact touches for the week ahead. It gives you a quick, exportable summary of what needs attention, keeping your entire team organized and proactive.
Expanded Relationship Types
We’ve added an extensive set of new relationship types, allowing you to better segment contacts and professionals by their personal, familial, and professional connections. This update includes support for Trusted Contact and other key relationship categories that deepen your client profiles.
Contact Detail Enhancements
A small enhancement has been added to the badge section within the Contact Detail workspace, improving visibility and context at a glance.
Personal Contact Workspace Improvements
Quick actions at the contact level have been updated for faster and more intuitive management.
Calendar Enhancements
Recurring tasks and events now display an indicator showing their repeating nature.
We have also refined how events display the primary person responsible, making it easier to see ownership at a glance.
Report Updates
Enhancements and corrections have been applied to the Today’s Updates report to improve clarity and data accuracy.
Opportunity and Letter Improvements
We have refined the Opportunity Detail screen for a smoother user experience and improved the usability of Birthday Letters for more consistent communication.
General Refinements
This release also includes various behind-the-scenes improvements to ensure Altitude runs smoothly and consistently.
What We’re Working on This Week
Our development team is actively focused on several key initiatives:
- Adding Last Contact Date to the Contact workspace
- Introducing more filtering options within the Contact workspace
- Adding support for Email Signatures
- Improving visibility of phone, email, and address information within Contact Details
- Enhancing task management from the Calendar workspace
- Launching the new Info Sheet Report
- Adding subtasks to calendar items such as meetings
- Continuing progress on Calendar Sync
- Beginning initial development on Custom Fields
Looking Ahead
The new Activities Due report and relationship mapping tools mark another step toward a more complete advisory platform. With upcoming improvements to reports, communication tools, and customization, Altitude is steadily becoming the central hub for every advisor’s daily operations.
Each week builds on the last, expanding what’s possible while refining what already works. The climb continues, and the view keeps getting clearer.
