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
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
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