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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

Techysquad is a fintech and technology solutions company specializing in Forex CRM, Prop Trading CRM, brokerage technology, web development, SEO, and AI visibility solutions. Our core CRM platform helps forex brokers and prop firms manage the complete client lifecycle, including lead management, trader onboarding, KYC verification, MT4/MT5/cTrader/TradeLocker/Ark Trader integration, IB/affiliate management, reporting, and client retention. We also provide Prop Trading CRM solutions for managing funded trader programs, challenge tracking, payouts, and trader performance. Additional services include PAMM and trade copier solutions. Techysquad offers custom web development, automation tools, API integrations, and digital growth services such as SEO, AEO, GEO, and backlink strategies to improve online visibility across search engines and AI platforms. Our key advantages include 24/7 support, fast setup, scalable infrastructure, and flexible customization without extra charges.

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

Forex brokers, prop trading firms, multi-asset brokerages, fintech startups, financial service providers, and businesses seeking scalable CRM and technology solutions

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

No images available

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:

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

Techysquad
Founded: 2013
techysquad.com

Alternatives

Sticky Advisor

Sticky Advisor

stickypages

Alternatives

Proftit CRM

Proftit CRM

Proftit
Forex CRM

Forex CRM

DivulgeTech

Categories

Categories

Integrations

Ark Trader
Microsoft 365

Integrations

Ark Trader
Microsoft 365
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