SBS-Pathfinder

SBS-Pathfinder

Sentinel Business Services
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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

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.

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

IT administrators seeking a cross-vendor solution to install and easily manage wireless terminals

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

$236 per user
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:

Review this Software

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

Sentinel Business Services
Founded: 2012
United States
www.sentinelbusinessservices.com/index.php/products/sbs-pathfinder

Alternatives

Sticky Advisor

Sticky Advisor

stickypages

Alternatives

PathFinder

PathFinder

Orion Solutions

Categories

Categories

Integrations

Microsoft 365
MySQL
Oracle Cloud Infrastructure
SQL Server

Integrations

Microsoft 365
MySQL
Oracle Cloud Infrastructure
SQL Server
Claim Altitude CRM and update features and information
Claim Altitude CRM and update features and information
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