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About

Altitude CRM is an AI-native platform built for financial advisors to manage clients, marketing, and growth in one place. It combines CRM, marketing automation, and practice management into a single intelligent system. Advisors can track every client interaction, automate follow-ups, and manage pipelines with Pathfinder AI. The platform includes contact management, opportunity tracking, workflows, calendar and email integration, reporting, and compliance tools. Altitude helps firms standardize service, improve efficiency, and uncover growth opportunities hidden in their data. With secure document storage, built-in analytics, and smart automation, Altitude transforms how advisors organize their work, serve clients, and scale their business.

About

Finosoft is a user-centered omnichannel CRM solution for brokers, designed to revolutionize the back office of the brokerage industry. The new integrative system gives brokers seamless control over all the CRM needs, for better management and better results. Focus on what matters, when it matters most. We provides a multi-layer lead management system, including high performance segmentation and call automation. Our focus in enhancing client management performance using full customer profile, workflow and real-time trading updates. In addition, you’ll get a flexible payment system that supports multi offering, easy to use documents management system, including automatic and secured document verification process in compliance with regulation requirements, and a 100% secured permission-based system. Finosoft puts the power of technology to work for our clients. With the best in business intelligence for brokers, we offer increased efficiency and streamlined processes that really matter.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Financial Advisors, Financial Services, Wealth Management

Audience

Brokers searching for a CRM solution

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$79/user/month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Altitude CRM
Founded: 2025
United States
gainaltitude.ai/

Company Information

Finosoft
www.finosoft.com

Alternatives

Sticky Advisor

Sticky Advisor

stickypages

Alternatives

Proftit CRM

Proftit CRM

Proftit
LXCRM

LXCRM

Leverate
BrokerIQ

BrokerIQ

TradeCore
BrightOffice Broker CRM

BrightOffice Broker CRM

BrightOffice Cloud CRM

Categories

Categories

Integrations

Microsoft 365
Solitics

Integrations

Microsoft 365
Solitics
Claim Altitude CRM and update features and information
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