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description: Review of Altitude Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Altitude | Reviews, Pricing & Demos - SoftwareAdvice GB
---

Breadcrumb: [Home](/) > [Financial CRM Software](/directory/3247/financial/software) > [Altitude](/software/533122/Altitude)

# Altitude

Canonical: https://www.softwareadvice.co.uk/software/533122/Altitude

> 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 communications in real time. Firm leaders gain full transparency through reporting and analytics, turning activity data into insights that reveal productivity, performance and growth potential.

Security and reliability are at the core of Altitude. Hosted on Amazon Web Services (AWS), the system provides enterprise-level performance and data protection. It uses encryption, role-based permissions and is SOC 2 Type II certified. Assistance is available through live chat, email and scheduled coaching calls. Altitude is purpose-built for the financial industry and every feature reflects real advisor workflows, from compliance and reporting to client communication and marketing automation.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## About the vendor

- **Company**: Waystone Software

## Commercial Context

- **Starting Price**: US$79.00
- **Pricing model**: Per User (Free Trial)
- **Pricing Details**: Altitude CRM is offered as a monthly subscription starting at $79 per user per month. Each subscription includes full access to the platform’s core features, including Pathfinder AI, client and opportunity management, workflow automation, marketing tools, reporting, and compliance tracking.

Volume pricing is available for larger teams, and enterprise options can be customized based on firm size, data requirements, and integration needs.

A 14-day free trial is available for new users to explore the platform and experience its capabilities before subscribing.

Billing is handled securely on a monthly basis, with no long-term contracts or setup fees required.
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: Canada, United States

## Features

- AI Copilot
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- CRM
- Calendar Management
- Calendar Sync
- Campaign Management
- Client Management
- Collaboration Tools
- Contact Management
- Customer Database
- Customisable Reports
- Customizable Fields
- Document Management
- Email Management
- Email Marketing
- Email Templates
- Financial Management

## Integrations (1 total)

- Microsoft 365

## Support Options

- Email/Help Desk
- Knowledge Base
- Phone Support

## Category

- [Financial CRM Software](https://www.softwareadvice.co.uk/directory/3247/financial/software)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/533122/Altitude)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/product/533122-Altitude/> |
| en-AU | <https://www.softwareadvice.com.au/software/533122/Altitude> |
| en-GB | <https://www.softwareadvice.co.uk/software/533122/Altitude> |
| en-IE | <https://www.softwareadvice.ie/software/533122/Altitude> |
| en-NZ | <https://www.softwareadvice.co.nz/software/533122/Altitude> |

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