All-in-One AI platform for Advisors
Everything in one place, finally.
Altitude runs your CRM, your scheduling, and your meetings on one platform, with AI that does the busywork for you. Less time on software, more time being the advisor your clients count on.
The all-in-one advantage
One platform instead of five subscriptions
Most advisory firms run their CRM in one tool, scheduling in another, meeting notes in a third, and an AI bolted onto the side. Altitude does all of it in one place, built to work as one from the start.
That means less time keeping software connected and more time doing the work that grows your book.
One Unified AI-First Platform
AI for your whole team
Your busiest hours, handled for you
Pathfinder drafts the notes, logs the touches, and tells you which clients need attention before they go quiet. The admin that used to eat your evenings takes seconds, and nothing slips through.
- Draft a note or log a meeting by just asking
- See who's overdue for a touch, automatically
- Start every morning already caught up
Client meetings
Walk in ready. Walk out done.
Altitude preps every meeting, takes the notes while you stay present, and drafts the follow-ups before you close the laptop. The hour you used to lose after each meeting comes back to you.
- Prep pulled together before you sit down
- Notes captured while you focus on the client
- Summary and follow-ups written for you
One Unified AUM Generating Platform
A CRM that does it all.
CRM & Households
Every client, relationship, and account, mapped in one place.
Pathfinder AI
Conversational AI on every seat that runs the busywork for you.
Meeting Intelligence
Prep, transcription, summaries, and follow-ups, done automatically.
Bookings
Branded scheduling that saves every booking to the client record.
Activities & Workflows
Tasks and templates that keep your team on the same page.
Opportunities
A pipeline that turns new business into tracked next steps.
Calendar Sync
Two-way Google and Outlook sync, so your schedule stays true.
Reporting
Dashboards that show how the firm and every relationship is doing.
"The note feature is the biggest time saver. I used to dread going through it and creating all these tasks. To have it do it for you is unbelievable."
Before you book
How long is the demo?
30 Minutes – 1 Hour, depending on the size of your business. A product specialist walks you through Altitude on your firm’s real workflow, and answers whatever you bring.
Do I need to prepare anything?
No. Just show up. We’ll tailor the walkthrough to how your firm works today and where you want to save time.
Is Altitude built exclusively for financial advisors?
Yes. Households, client relationships, opportunities, and advisor workflows are the core of the product, not features retrofitted onto a generic CRM.
What about moving our data over?
Our team handles migration as part of onboarding. We’ll cover exactly what that looks like for your firm during the demo.
All in one place
Advisors are consolidating their stack every day
Nothing is stopping you from being one of them. Book a 30-minute walkthrough with our team and see exactly what Altitude replaces.
