Altitude CRM
Altitude CRM is an AI-native CRM software built specifically for financial advisors, RIAs, and wealth management firms. The platform combines contact management, household management, practice management, and AI-powered insights.
What is Altitude CRM?
Altitude CRM combines contact management, household management, practice management, workflow automation, marketing automation, and AI-powered insights into one unified platform. Features include contact management, pipeline tracking, reporting, calendar and email integration, document management, and compliance tracking. Pathfinder AI learns from advisor activity to automate workflows, surface opportunities, and deliver actionable insights. Built on AWS with encryption and strict access controls, Altitude ensures sensitive financial data remains protected, aligning with SOC 2 Type 1 standards with expanding compliance footprint. Platform is specifically designed for the financial advisory industry rather than being a generic CRM adapted for financial services.
Pricing
$75/month
