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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Altitude CRM is an innovative AI-driven platform designed specifically for financial advisors to streamline client management, marketing efforts, and overall growth within a unified system. This comprehensive solution merges customer relationship management, marketing automation, and practice management functionalities into a single intelligent interface. Advisors can efficiently monitor all client interactions, set up automated follow-ups, and oversee their pipelines using Pathfinder AI. Key features of the platform encompass contact management, opportunity tracking, customizable workflows, integration with calendars and email, detailed reporting, and compliance tools. By utilizing Altitude, firms can enhance service consistency, boost operational efficiency, and identify growth opportunities that may be lurking within their data. Additionally, the platform offers secure document storage, integrated analytics, and advanced automation capabilities, fundamentally changing the way advisors organize their tasks, engage with clients, and expand their businesses, ultimately leading to a more productive work environment.

Description

Finosoft delivers an innovative, user-focused omnichannel CRM solution tailored specifically for brokers, aiming to transform the back office operations within the brokerage sector. This cutting-edge integrative platform empowers brokers with comprehensive control over their CRM requirements, ultimately leading to improved management and outcomes. Concentrate on the essential aspects when they are most critical to your success. The system features an advanced multi-layer lead management tool that incorporates high-performance segmentation and automated calling capabilities. We prioritize enhancing client management effectiveness by utilizing complete customer profiles, streamlined workflows, and real-time trading updates. Additionally, users benefit from a versatile payment system that accommodates various offerings, alongside an intuitive document management system that includes an automatic and secure document verification process, ensuring compliance with regulatory standards while maintaining a 100% secure, permission-based framework. Finosoft harnesses the potential of technology to benefit our clients significantly. With unparalleled business intelligence solutions designed for brokers, we drive increased efficiency and simplify processes that truly matter in the industry. By choosing Finosoft, brokers can expect not only enhanced operational capabilities but also a partner committed to their success and growth.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft 365 Yes 
Solitics No 

Integrations

Microsoft 365 No 
Solitics Yes 

Pricing Details

$79/user/month
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Altitude CRM

Founded

2025

Country

United States

Website

gainaltitude.ai/

Vendor Details

Company Name

Finosoft

Website

www.finosoft.com

Product Features

Financial CRM

Account Alerts No 
Asset Management No 
Expense Tracking No 
Household Tracking No 
Influence Tracking No 
Lead Management No 
Marketing Management No 
Relationship Tracking No 
Team Assignments No 
Territory Management No 

Product Features

Financial CRM

Account Alerts No 
Asset Management No 
Expense Tracking No 
Household Tracking No 
Influence Tracking No 
Lead Management No 
Marketing Management No 
Relationship Tracking No 
Team Assignments No 
Territory Management No 

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