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CRM

Altitude CRM

AI-native CRM for RIAs and wealth managers, with a built-in AI assistant that automates admin.

Made by Altitude Visit Altitude CRM's website
Starting priceFrom $900/user/yr
One person: about $75 a month (our sum)
Checked on the vendor's site · Oct 20
Price on their own siteYes
Firm sizeSolo advisor, Small team (2 to 5), Growing firm (6 to 20), Large firm (21+)Solo2-56-2021+
In their words: “built for firms of any size.”
Vendor says · source
Connections listed5 connectionsOutlook, Google G-suite, Zapier and 2 more. Source and date for each below.
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What their website looks like

Screenshot of Altitude CRM's homepage
Altitude CRM's homepage, as it appeared on Oct 6. Screenshot of the public page, taken by AdvisorShelf. Visit the page. Screens of the product itself come from the vendor once it claims this profile.

Pricing

PlanPriceBilling
Core (Altitude CRM with Pathfinder AI) $79/user/mo
per user, per month
 Annual commitment, paid monthly
The price the page shows on first load, with Monthly selected.
Core (Altitude CRM with Pathfinder AI), billed annually $900/user/yr
per user, per year
 Annual commitment, paid once up front
Shown after selecting Annually on the page's Monthly/Annually switch.

Meeting Intelligence add-on: $89 per user a month paid monthly, or $999 per user a year paid yearly; requires Altitude CRM

Bookings add-on: $15 per user a month paid monthly, or $175 per user a year paid yearly; requires Altitude CRM

Free trial available without talking to sales

Source: Altitude pricing page (Monthly selected on first load; yearly prices captured after selecting Annually on the page's switch). Checked on the vendor's site, Oct 20.

Where Altitude CRM sits on price

Altitude CRMOther advisor CRMs

Cheapest plan for one person, per month (our sum from each price page). 21 of 30 advisor CRMs have a US-dollar price we can put per person.

AdvisorCRMFreeLess Annoying CRM$15/moToolkit$26/moRedtail$39/moAdvisors Assistant$52/moWealthbox$59/moMaximizer$65/moMicrosoft Dynamics 365 Sales$65/moAltitude CRM$75/moLeadCenter.AI$78/moProTracker$82.92/moFinTurk$90/moEquisoft/connect$95/moAdviAlly$99.99/moOmegaFP$125/moWealthY$129/moPractifi$135/moSlant$150/moAdvisorEngine$207/moQuivr$250/moSalesforce Financial Services Cloud$325/mo

Price changes

No price changes recorded yet. We last checked on Oct 20.

What it connects to

At a glance: which way data moves

Data inData outTwo-way

Data comes in from

ZoomMicrosoft Teams
Altitude CRM5 connections listed

Data goes out to

Nothing the vendor says it sends out
Two-way
OutlookGoogle G-suite
Listed, no detail
Zapier

No custodian, CRM or planning connection found

We didn't find one on the pages of Altitude's site we read. The other software it connects to is listed below.

Other software it connects to

Portfolio, reporting, email, calendar and similar tools Altitude lists.

Outlook
Checked on the vendor's site
  • Two-way: calendar
Source: Altitude homepage. Checked Oct 6.
Connection cost: Two-way Google and Outlook calendar sync comes with the Core plan, Altitude's only base plan.
Checked on the vendor's site · Oct 6Altitude pricing page
Google G-suite
Checked on the vendor's site
  • Two-way: calendar
Source: Altitude homepage. Checked Oct 6.
Connection cost: Two-way Google and Outlook calendar sync comes with the Core plan, Altitude's only base plan.
Checked on the vendor's site · Oct 6Altitude pricing page
Zapier
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Altitude pricing page. Checked Oct 6.
Connection cost: Integrations via Zapier are listed as included with every Altitude product.
Checked on the vendor's site · Oct 6Altitude pricing page
Zoom
Checked on the vendor's site
  • Data in: live meeting transcription
Source: Altitude pricing page (Meeting Intelligence add-on). Checked Oct 6.
Connection cost: Live transcription of Zoom and Teams meetings is part of the Meeting Intelligence add-on, $999 per user a year paid yearly or $89 per user a month paid monthly, on top of the CRM.
Checked on the vendor's site · Oct 20Altitude pricing page
With it: Core (Altitude CRM with Pathfinder AI) plan, billed annually $75 + connection $83.25 = about $158.25 a month for one person (our sum).
Microsoft Teams
Checked on the vendor's site
  • Data in: live meeting transcription
Source: Altitude pricing page (Meeting Intelligence add-on). Checked Oct 6.
Connection cost: Live transcription of Zoom and Teams meetings is part of the Meeting Intelligence add-on, $999 per user a year paid yearly or $89 per user a month paid monthly, on top of the CRM.
Checked on the vendor's site · Oct 20Altitude pricing page
With it: Core (Altitude CRM with Pathfinder AI) plan, billed annually $75 + connection $83.25 = about $158.25 a month for one person (our sum).

Moving to Altitude CRM from another tool

What Altitude's own site says it brings across from the tool you use now. This is a one-off move when you switch, not a connection that keeps data in step, so it isn't counted with the connections above. Where a line says “not confirmed by the words shown”, the vendor's sentences either don't say it or say it in a way our checks can't confirm.

From G5, Redtail, Salesforce, SmartOffice, Wealthbox or other systems it doesn't name

In their words: “We support migrations from a wide range of CRMs used by financial advisors, including G5, Redtail, Salesforce, SmartOffice, Wealthbox, and more. … We migrate the essentials you rely on: contact records, household relationships, notes, tasks, categories (as tags), opportunity data, and service information when applicable.”

  • What comes across: contact records, household relationships, notes, tasks and opportunity data
  • How: Their team does the move
  • Cost: not confirmed by the words shown
  • Also on the page: “If you’re not sure whether your current system is supported, our team is happy to review it with you.”
Checked on the vendor's site · Oct 8
Altitude: data migration
From Redtail or Dynamics

In their words: “Altitude CRM provides a clear migration roadmap that identifies what migrates well from Redtail and what should be rebuilt. … Altitude CRM supports structured migration planning that maps Dynamics fields into an advisor-friendly data model, ensuring data integrity while improving usability and day-to-day workflow efficiency.”

  • What comes across: not confirmed by the words shown
  • How: not confirmed by the words shown
  • Cost: not confirmed by the words shown
Checked on the vendor's site · Oct 8
Altitude blog: CRM migration for financial advisors, published Feb 2
Names Salesforce Financial Services Cloud

Their page says, in words we couldn't label: “Migrating from Salesforce Financial Services Cloud to Altitude CRM is very manageable with proper planning. … Altitude’s onboarding team works through this mapping in advance so contacts, relationships, notes, and client data migrate cleanly with full transparency on what comes over and what does not.”

Our checks label a move only when one sentence names the tool and says it imports from it, so these words aren't counted in any list of tools that import from another. Ask Altitude about anything they leave out.

Checked on the vendor's site · Oct 8
Altitude blog: CRM migration for financial advisors, published Feb 2

Leaving later

Altitude says you can request an export, archive or deletion of your firm's data; the format is not stated.
Checked on the vendor's site · Oct 6

Source: Altitude Trust & Security page

Fits best if

Our judgement

We haven't assessed fit for Altitude CRM yet.

We judge fit against written criteria (team size, custodian, workflow needs), never against who pays us.

Similar tools

Compare Altitude CRM with another tool

Same category and at least one firm size in common, cheapest for one person first. Paying vendors are never moved up.

Less Annoying CRM
From $15/user/mo
Checked on the vendor's site · Oct 6
No custodian connection listed
View profile
Redtail
From $39/user/mo
Checked on the vendor's site · Oct 6
Schwab Advisor Center · Data in + single sign-on checkedFidelity Institutional for Custody (Wealthscape) · Data in and out + single sign-on checkedFidelity Institutional for Clearing · Data in checkedPershing (NetX360) · Data out + single sign-on checkedAxos Advisor Services · Data in checkedand 6 more on the profile
View profile
Wealthbox
From $59/user/mo
Checked on the vendor's site · Oct 6
Schwab · Data in + single sign-on checkedFidelity (Wealthscape) · Data in + single sign-on checkedAltruist · Data link, direction not stated checkedLPL Financial (ClientWorks) · Data in + single sign-on checkedAssetMark · Data in checkedand 6 more on the profile
View profile
Maximizer
From $65/user/mo
Checked on the vendor's site · Oct 6
No custodian connection listed
View profile

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