Last week, we celebrated something big: the official launch of Altitude for our beta testers.
We marked the occasion with a little launch party at basecamp (yes, there was cake🎂). It wasn’t just a party for a new product. It was a celebration of everything we’ve been building toward: a platform that combines decades of advisor growth strategies with the power of AI, automation, and modern CRM.
The Migration Journey
Many of you made the leap from Bill Good Marketing’s Gorilla CRM into Altitude. Migrations can feel daunting, but we’re proud to share that things went remarkably smooth.
Of course, as with any new platform launch, a few minor hiccups popped up—nothing unusual when moving thousands of data points into a brand-new environment. But thanks to your patience (and detailed feedback), our team was able to identify, fix, and improve quickly.
Fast Fixes, Faster Progress
Here’s where we tip our hats to the Altitude development team. Every time a hiccup surfaced, they moved quickly to patch bugs, deploy updates, and keep your workflows running smoothly. Their speed and dedication meant that what could have been roadblocks turned into small speed bumps on the climb.
In just the first week, we shipped fixes for data accuracy, calendar views, and search improvements—all designed to make your experience faster, cleaner, and more reliable.
Why This Launch Matters
The launch of Altitude isn’t just about “new software.” It’s about the future of advisor growth.
With Altitude, you’re not just getting:
- A modern CRM built for financial advisors.
- Marketing automation rooted in 45+ years of proven best practices.
- Pathfinder AI, your built-in assistant who helps you log notes, manage tasks, and stay compliant—without losing time.
You’re stepping into a platform designed to take everything we’ve learned together through Bill Good Marketing and give you the tools to climb higher, faster.
Looking Ahead 🌄
Launching Altitude is just the beginning. Over the coming weeks, you’ll see:
- The release of the Objective Library, to help you track, organize, and execute client strategies.
- Continuous updates and refinements, many of them sparked directly by your feedback.
- A growing set of resources to help you master Altitude and get the most out of every feature.
We couldn’t be more excited to have you here at the start of this journey. To those of you who migrated with us: thank you for trusting us with your data, your workflows, and your growth.
The climb has officially begun—and together, we’re going higher than ever before.
