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.
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 release continues to build on that foundation. If you have been experimenting with Custom Fields, we would love your feedback. Your input helps shape how […]
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, automation, and flexibility inside the platform. New Features and What’s Coming Soon Custom Fields (Phase 1) Custom Fields have arrived, giving advisors complete control over […]
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 foundational work. Some of these updates are part of larger releases that will reveal their full impact in the coming weeks. Altitude is growing quickly, […]
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...
This week, the focus is on foundation. Our team is finalizing internal testing on several major features, including the first of Altitude’s new reports, updates to letter and birthday letter...
Momentum continues to build inside Altitude this week. Our focus has been on refining the tools advisors use most, restoring key features, and improving the small details that make a...
Every product reaches moments that define its pace. For Altitude, this week marks one of them. After a successful Labor Day weekend release, the platform is now running stronger and...
Every product reaches a point where quick wins give way to lasting progress. For Altitude CRM, that moment is here. After months of rapid development and near-daily deployments, we are...
Another week, another round of improvements to help you climb higher with Altitude. From smarter data accuracy to smoother workflows, here’s what just landed: Contact & Data Accuracy Keeping client...
Book a personal tour with our team and discover how Altitude can help you save time, grow faster, and serve clients better — all with the power of AI at your side.
We use cookies to make your Altitude experience smoother, faster, and more personalized. By continuing to explore our site, you agree to our use of cookies as described in our Privacy Policy.