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 individual enhancements, ranging from a major new workspace to meaningful quality-of-life improvements and performance upgrades throughout Altitude.
Let’s take a look.
Major Features and Enhancements
Assets Workspace Now Live
The new Assets workspace is officially live inside Contacts and Households.
This marks a major milestone for Altitude and lays essential groundwork for upcoming custodial integrations later this year.
You can now:
- Add, edit, and archive assets and financial accounts
- View asset details, history, and related documents
- Track transactions inside financial accounts
- Attach and manage documents directly on assets
- Filter and view assets across households
- Access asset overviews at both the contact and household level
This is a foundational step toward deeper reporting, visibility, and integrations.
Altitude Bookings: Major Progress
Bookings has made significant progress and is now functionally usable end to end.
Since December 1, we’ve shipped:
- Booking Settings workspace
- Meeting type creation and editing
- Booking notification controls
- Public booking page (initial version)
- Calendar ownership and organizer improvements
- Support for private versus scheduled activities tied to bookings
We’re continuing final refinement and will push Bookings live once the remaining polish is complete.
Personal Contact Completion Improvements
We’ve improved how Personal Contacts are completed and recorded to make interaction history clearer and more accurate.
What’s changed:
- Notes entered during a Personal Contact now render directly inside the completed contact card
- Full interaction context is visible in one place
- Newly completed touches no longer create duplicate timeline entries
- Historical notes remain unchanged to preserve data accuracy
Going forward, Personal Contact history will appear cleaner and easier to understand.
Magic Scroll and Contact History Improvements
We delivered major enhancements to how contact history loads and behaves.
Improvements include:
- Expanded date ranges for Today’s Updates
- Faster loading and smoother scrolling
- Clearer visibility into activities, notes, and documents
- Stronger linking between objectives, tasks, and history items
These updates support one of our core goals: making it instantly clear what’s happening with any client.
Pathfinder Intelligence Improvements
Pathfinder continues to become more context-aware across the platform.
Recent enhancements include:
- Improved awareness of contacts, households, activities, and objectives
- Faster and more accurate task creation and note logging
- Better handling of Personal Contact intervals
- Cleaner context transfer between workspaces
Together, these changes make Pathfinder feel more precise and more dependable as you move throughout Altitude.
Reporting, Exports, and Documents
Several reporting improvements shipped this month:
- Custom fields now included in reports and exports
- Fixes for PDF export issues, including Info Sheets
- Improved pagination handling
- More consistent formatting across exported documents
Calendar and Scheduling Improvements
We also delivered multiple scheduling enhancements, including:
- Improved display of short-duration events
- Fixes for recurring meetings
- Calendar sharing and settings refinements
- Increased sync and refresh stability
User Experience Improvements
A sampling of quality-of-life upgrades includes:
- Better display of business details
- Nicknames visible on contact views
- Improved asset and document navigation
- Cleaner task, subtask, and objective interactions
- Numerous layout and interaction refinements
These changes are subtle individually but add up to a smoother daily experience.
Fixes and Platform Stability
We resolved a wide range of issues across the platform, including:
- Data migration edge cases from other CRMs
- Sorting and filtering inconsistencies
- Calendar sync and display bugs
- Workflow deployment issues
- Export inconsistencies
- Timeline rendering problems
Overall stability and performance continue to trend upward.
Under the Hood Improvements
A significant portion of this month focused on strengthening Altitude’s foundation.
This work included:
- Performance improvements across contacts, households, calendar, and history
- Query and caching optimization for larger datasets
- Data normalization from legacy CRM imports
- Improved error handling and logging
- Refactoring internal systems to support upcoming automation and AI features
These changes directly impact speed, reliability, and long-term scalability.
What’s Next
Currently in progress:
- License management and billing workspace
- Continued expansion of the Assets workspace
- Custodial integration groundwork
- Final Bookings refinements
- Workflow and automation expansion
- Pathfinder+ Meeting Assistant development
- Ongoing Pathfinder intelligence upgrades
Thank You
Thank you to everyone who shared feedback, reported issues, and showed us how Altitude is being used in real advisory offices. Many of this month’s improvements came directly from advisor input. 2025 was one of the most productive years in history, and we’re just getting started.
