# Altitude Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Altitude Software - reviews, pricing plans, popular comparisons to other Financial CRM products and more. Source: https://www.capterra.com/p/10033538/Altitude/reviews --- # Altitude Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on June 3, 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 Includes Free Version 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://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://waystonesoftwareinc.com&name=Altitude) ## 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 (687)](https://www.capterra.com/p/76/Intacct/reviews/) Starting Price $79 Per User, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.2 (613) Value For Money 0.0 (0) Value For Money 4.0 (520) Customer Service 0.0 (0) Customer Service 4.0 (552) ## Altitude alternatives [4.7 (463)](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 Highest Rated [4.8 (653)](https://www.capterra.com/p/118921/Less-Annoying-CRM/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.6 (361)](https://www.capterra.com/p/116272/Daylite-for-Mac/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [4.8 (5)](https://www.capterra.com/p/166075/Financial-CRM/#reviews) Starting price $325.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% 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 various sizes that want AI-powered tools for client management, marketing automation, and business growth. It is best suited to firms in financial services, especially advisory and wealth management practices looking to handle clients more efficiently. Features and Usability ### What are the key features of Altitude? Altitude offers CRM, contact management, client management, and lead management for tracking customer data and pipeline stages. It also includes task management, task scheduling, calendar management, workflow management, and collaboration tools, plus reporting and statistics, customizable reports, document management, email marketing, and access controls/permissions. Pricing ### How much does it cost and what fees or limitations are included? Altitude starts at $79 per month per user for the Altitude CRM plan, which includes CRM, client service, marketing automation, Pathfinder AI, and task management. A free trial is available. No additional fees or plan limitations are listed in the provided pricing details. Integrations ### Which third-party tools and platforms does Altitude integrate with? Altitude connects natively to Microsoft 365. Getting Started and Support ### What training and onboarding options does Altitude offer? Altitude provides live online sessions, webinars, documentation, and videos to help teams get started. Live online sessions and webinars support guided instruction, while documentation offers written reference material and videos provide self-paced walkthroughs for reviewing features and setup steps. Getting Started and Support ### What customer support options does Altitude offer? Altitude offers email/help desk, a knowledge base, and phone support. These channels give users direct contact options and self-service help for common questions. No reviewer feedback about support experience is available, so support quality, response speed, and helpfulness cannot be assessed from user comments. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. 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 Calendar Management Track and manage schedules and meetings via an integrated calendar Altitude 35 features Define levels of authorization for access to specific files or systems Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Track and manage schedules and meetings via an integrated calendar Synchronize with other calendars to view mutual availability and schedules Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Manage contact details and communication with clients Provides a channel for team members to share media files, communicate, and work together Manage, organize, and store contact information Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system A collection of customer information such as contact details, demographics, previous interactions, etc. Customize data fields to support various needs and use cases Alter the layout and content of reports Store, manage, and track all electronic documents in a centralized location Manage, store and organize emails within the system or via third-party apps Create and send email blasts/campaigns Pre-made examples and templates for emails Plan, manage, and track the financial activities of an individual or organization Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies. Use AI to generate content in the form of text, images, videos, etc. Track interaction history by documenting conversations for contacts Store information about leads or contacts and track, manage and nurture them throughout the sales process Automate workflows and trigger campaigns based on customer actions Access software remotely via mobile devices Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Reports specific to sales analysis for trends and strategies Search and filter data across systems to locate required information by entering keywords or certain criteria Create, manage and track all task activities and progression Track and manage the scheduling of tasks Create, save, and re-purpose templates for emails, forms, etc. Set up connections to third-party platforms to improve business processes 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 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.