Marg Altitude CRM

Altitude CRM Description

Altitude CRM is the first AI-native CRM created exclusively for financial advisors and RIAs. Built from the ground up for the way advisors actually work, Altitude integrates CRM, automation, client service, and practice management into one unified, easy-to-use system.

At the center of the platform is Pathfinder AI, a real-time intelligent assistant that analyzes client data, surfaces opportunities, recommends next actions, and helps advisors maintain a well-organized book of business. Instead of bouncing between disconnected tools, advisors get one place to manage households, workflows, meetings, service tasks, communication, and email outreach.

Key Features
Who It’s For
What Makes Altitude CRM Different

• AI-native CRM: Smart contact management, householding, profiling, segmentation, and powerful search.

• Pathfinder AI: Instant insights, data cleanup tools, opportunity detection, and intelligent next-step recommendations.

• Marketing Automation: Email campaigns, service calendars, and customizable workflows tailored to advisory practices.

• Client Service Management: Track service requests, tasks, communication history, and review meeting preparation.

• Workflow Engine: Build repeatable processes for onboarding, follow-ups, client reviews, and more.

• Opportunities & Pipeline: Clear visibility into prospects, assets, conversions, and next actions.

• Team Collaboration Tools: Assign tasks, track progress, manage calendars, and improve internal alignment.

• Migration Support: Smooth transition options from legacy CRMs including G5, Redtail, Wealthbox, and others.

Altitude is built for financial advisors, RIAs, wealth managers, associate advisors, and support teams who want a platform that enhances clarity, improves consistency, and reduces manual work. Whether the practice is a solo operation or a multi-advisor team, Altitude adapts to the way each firm works.

Most CRMs are built for general sales teams. Altitude is built specifically for financial advisors, with industry-focused tools, workflows, and automation to support meaningful client service and efficient daily operations. Every feature is designed to reduce complexity, save time, and enhance the client experience.

With real-time AI at the core, Altitude helps advisors stay organized, act proactively, and deliver exceptional value — all in a single streamlined system.

Key Features & Specifications

• Marketing Automation
• Project Management
• Call Logging
• Contact Management
• Referral Tracking
• Social Media Integration
• Email Marketing
• Email Scheduling
• List Segmentation
• Campaign Management
• Client Management