SBS-PathfinderSentinel Business Services
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Related Products
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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.
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About
SBS-Pathfinder™ Enterprise Transaction Server, is a true enterprise-grade, cross-vendor solution that enables IT administrators to rapidly install and easily manage wired and/or wireless terminals simultaneously, including multi-site wireless LAN and WAN implementations. SBS-Pathfinder™ greatly reduces the data collection enterprise total cost of ownership and leverages existing LAN infrastructure, maximizing network resources to integrate transaction data into any enterprise system. When using the SBS-CASE Tools™ product for rapid application development, SBS-Pathfinder™ will increase uptime while allowing IT directors to easily create, configure and administer transactions, which feed various in-house systems. SBS-Pathfinder™ was designed to function with SBS-CASE Tools™ applications. SBS-Pathfinder™ provides the resources and connectivity that SBS-CASE Tools™ applications need to achieve full functionality.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Financial Advisors, Financial Services, Wealth Management
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Audience
IT administrators seeking a cross-vendor solution to install and easily manage wireless terminals
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$79/user/month
Free Version
Free Trial
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Pricing
$236 per user
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationAltitude CRM
Founded: 2025
United States
gainaltitude.ai/
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Company InformationSentinel Business Services
Founded: 2012
United States
www.sentinelbusinessservices.com/index.php/products/sbs-pathfinder
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