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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

Pathfinder is a workspace currently in development that focuses on application discovery and automation, catering to QA, engineering, regulated organizations, and software teams within enterprises. This tool is crafted to navigate web applications via controlled browser interactions, gathering evidence related to screens, controls, and workflows, while systematically organizing findings into a verifiable Application Digital Twin. Teams are empowered to utilize this model for evaluating application frameworks, determining the extent of discovery coverage and restoration reliability, analyzing alterations and their effects, as well as creating prioritized locators, comprehensive reports, and reusable automation resources. It supports export to various frameworks, including Katalon, Playwright, and Selenium, with specific editions offering distinct production automation targets. Further enhancements planned for Enterprise users include a dedicated API, ensuring local-first workflows are emphasized across all editions. Ultimately, Pathfinder aims to serve as an application-intelligence layer that deepens the understanding of complex applications while enhancing controlled automation practices. This innovative tool is set to transform how teams engage with and automate their software applications.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Katalon Studio No 
Microsoft 365 Yes 

Integrations

Katalon Studio Yes 
Microsoft 365 No 

Pricing Details

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

Pricing Details

$299/user/month
Community is free. Professional is $299/user/month or $2,990/user/year, prepaid annually. Team is $599/user/month or $5,990/user/year, prepaid annually, with a three-seat minimum and sales-assisted purchasing. Enterprise pricing is custom. Professional automation-target add-ons are available at +$99/user/month for Additional Target and +$199/user/month for All-Web. Pathfinder is in development and is not publicly available; live checkout is disabled.
Free Trial No 
Free Version Yes 

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 No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
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 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

AIVenture Studios LLC

Website

pathfinder.aiventure-studios.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

Automated Testing

Hierarchical View No 
Move & Copy No 
Parameterized Testing No 
Requirements-Based Testing No 
Security Testing No 
Supports Parallel Execution No 
Test Script Reviews No 
Unicode Compliance No 

Alternatives

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