AI-CRM for Stifel Advisors
The Newest Stifel Approved AI-Operating System
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.
- Stifel Approved
- SOC II Compliant
Less Overhead
All the power, none of the overhead
Most CRMs this capable need a specialist to set up and a routine of clicks to run. Altitude is ready the day you log in, and Pathfinder handles the busywork for you.
- Hire a consultant to set it up
- Keep an admin on staff to run it
- Pay extra for every add-on
- Wait months to go live
- Click through endless screens
- Set up for advisory work already
- Runs without a dedicated admin
- AI for every team member, included
- Live in your first week
- Just ask, no clicking around
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 up half the day 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’s AI, Pathfinder+, 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 assigning tasks and creating activities comes back.
- Prep pulled together before you sit down
- Notes captured while you focus on the client
- Summary and follow-ups written for you
WHAT'S INSIDE
Built for your entire business
Every feature speaks the same language: households, relationships, and the way advisors actually run a book.
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.
"[Pathfinder] 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.
SEE IT LIVE
Run your business, not your software.
Give us 30 minutes, and you'll see exactly where Altitude gives your week back: the notes, the follow-ups, the clients about to go quiet. If your last CRM was chosen for you, this is the one you'd choose for yourself.
