--- title: "Altitude Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Altitude Software - reviews, pricing plans, popular comparisons to other Financial CRM products and more." source_url: "https://www.capterra.com/p/10033538/Altitude/" page_type: "product" language: "en" --- # Altitude Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 4, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) Altitude ## What is Altitude? Altitude CRM is the AI-native Financial CRM designed to help advisors manage every aspect of their business in one platform. It unites client relationship management, marketing automation, and practice management tools to create a complete command center for growth. With Pathfinder AI, Altitude learns from advisor activity to automate workflows, surface opportunities, and deliver actionable insights. The platform includes contact management, pipeline tracking, reporting, calendar and email integration, document management, and compliance tracking. Built specifically for financial advisors and wealth management firms, Altitude simplifies operations, strengthens relationships, and turns data into growth. ## What is Altitude used for? [Financial CRM](https://www.capterra.com/financial-crm-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $79 Per User, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Altitude?[Manage this product listing](https://www.g2.com/products/waystone-software-altitude/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Altitude 0.0 VS. [4.3 (6,999)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting Price $79 Per User, Per Month Starting Price $14 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.2 (362) Value For Money 0.0 (0) Value For Money 4.3 (298) Customer Service 0.0 (0) Customer Service 4.1 (316) ## Altitude alternatives [4.4 (622)](https://www.capterra.com/p/141642/Copper/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars Highest Rated [4.7 (466)](https://www.capterra.com/p/245800/Monday-CRM/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.3 (717)](https://www.capterra.com/p/76/Intacct/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [4.2 (2,073)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars ## FAQs about Altitude Overview ### What company size and specific industries is Altitude built for? Altitude is designed for financial advisors, RIAs, and wealth management firms of all sizes that need AI-powered tools to manage clients, automate marketing, and support business growth. It is aimed at the financial services sector, especially advisory and wealth management practices looking for practical operational support. Features and Usability ### What are the key features of Altitude? Altitude offers CRM and client management tools, including contact management, lead management, pipeline management, and relationship tracking. It also includes task management, task scheduling, calendar management, workflow automation, reporting, document management, email marketing, alerts and notifications, access controls, and third-party integrations. Pricing ### How much does it cost and what fees or limitations are included? Altitude starts at $79 per user per month for the Altitude CRM plan. A free trial is available. The plan includes CRM, client service, marketing automation, Pathfinder AI, and task management. Integrations ### Which third-party tools and platforms does Altitude integrate with? Altitude integrates with Microsoft 365 for document, email, and productivity workflows. Getting Started and Support ### What training and onboarding options does Altitude offer? Altitude provides live online sessions, webinars, documentation, and videos for training and onboarding. Live online sessions and webinars support guided instruction, while documentation and videos offer written and visual reference materials for self-paced review and feature learning. Getting Started and Support ### What customer support options does Altitude offer? Altitude provides Email/Help Desk, Knowledge Base, and Phone Support. Reviewer feedback on support quality is not available here, so no claims can be made about response times, helpfulness, or common frustrations. ## Features AI summary Based on 250 Financial CRM reviews Capterra data shows that buyers of financial CRM software rank the following features as their top priorities: - **Contact Management** (**47%** of reviewers rated this feature as critical) - **Workflow Management** (**41%**) - **CRM** (**55%**) Altitude supports all three features that reviewers value most: **Contact Management**, **Workflow Management**, and **CRM**. Together, these capabilities help financial services teams keep client records organized, manage repeatable processes more efficiently, and maintain stronger customer relationships, allowing teams to improve follow-up, reduce manual work, and deliver more consistent service. Access Controls/Permissions Define levels of authorization for access to specific files or systems Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking Track and document all activities across devices, networks, and other systems AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Automation Automates manual tasks such as visitor arrival and departure notifications, guest badge printing and contact information autofilling. Altitude 37 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Automation: Automates manual tasks such as visitor arrival and departure notifications, guest badge printing and contact information autofilling. - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Client Management: Manage contact details and communication with clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Document Management: Store, manage, and track all electronic documents in a centralized location - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Templates: Pre-made examples and templates for emails - Financial Management: Plan, manage, and track the financial activities of an individual or organization - For Financial Institutions: Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies. - Generative AI: Use AI to generate content in the form of text, images, videos, etc. - Interaction Tracking: Track interaction history by documenting conversations for contacts - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Mobile Access: Access software remotely via mobile devices - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Reporting: Empower brands with an intelligent reporting tool and dashborads to provide visibility into number of viewers, likes, number of asked questions, and chat entries, total number of clicks, CTR, and entire stream health - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Sales Reports: Reports specific to sales analysis for trends and strategies - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Task Management: Create, manage and track all task activities and progression - Task Scheduling: Track and manage the scheduling of tasks - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. ## Pricing Free Trial [View pricing plan details](https://www.capterra.com/p/10033538/Altitude/pricing/) Altitude CRM $79.00 Per User,Per Month It includes: - CRM - Marketing Automation - Task Management - Client Service - Powerful AI Tools (Pathfinder AI Included) ## Integrations [ Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.