Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Kestrelbox is a specialized wealth management CRM created specifically for financial advisors, integrating various essential functions such as client management focused on households, tracking assets under management, ensuring regulatory compliance, and facilitating automated communications within a single platform aimed at aiding advisors in enhancing and sustaining their client relationships. This innovative solution addresses a critical challenge in the wealth management sector, where financial advisors must effectively manage client households, oversee assets under management, keep compliant records as required by FINRA and SEC, and communicate smoothly with both prospects and clients. In contrast to traditional methods that necessitate the use of multiple disparate tools—like various CRM systems, compliance archiving solutions, account aggregation services, and SMS communication platforms—Kestrelbox brings all these functionalities together in one cohesive platform, built with a household-centric approach, thereby streamlining operations for financial advisors. By doing so, it not only simplifies their workflow but also enhances their ability to provide exceptional service to their clients, ultimately driving growth in their practices.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
Microsoft 365
No
Pricing Details
$79/user/month
Free Trial
Yes
Free Version
No
Pricing Details
$197/month
Free Trial
Yes
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)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
Yes
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
Kestrelbox
Founded
2026
Country
United States
Website
kestrelbox.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