Altitude 2026: Benefits, Features & Pricing

Altitude is a CRM platform built for financial advisors who want to manage clients, marketing and daily operations. Designed for RIAs, hybrid firms, and wealth management teams, Altitude combines CRM, marketing automation and practice management into a unified system. With its intuitive design and built-in AI, it helps advisors stay organized.

At the heart of Altitude is Pathfinder AI, a proprietary intelligence engine that learns from advisor activity. Pathfinder analyzes client interactions, automates follow-ups and identifies opportunities hiding in data. Altitude simplifies every aspect of running a financial practice. The Client Management system keeps every contact, note and communication in one place. The Opportunities Workspace provides clear visibility into pipelines and revenue forecasts. With Marketing Automation, advisors can create and schedule campaigns that nurture prospects and deepen client engagement.

The platform offers workflow automation and activity tracking features. Tasks can be assigned, monitored and completed automatically. Calendar and email Integration connects seamlessly with Outlook and Google Workspace so advisors can manage schedules and communica...