Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

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

The SBS-Pathfinder™ Enterprise Transaction Server stands out as a robust, enterprise-level solution that facilitates the swift installation and straightforward management of both wired and wireless terminals across multiple sites, including extensive wireless LAN and WAN setups. This innovative system significantly minimizes the overall cost of ownership for data collection enterprises while taking advantage of the existing LAN infrastructure, thereby optimizing network resources for seamless integration of transaction data into any enterprise framework. By utilizing the SBS-CASE Tools™ for accelerated application development, SBS-Pathfinder™ enhances system uptime and empowers IT directors to efficiently create, configure, and manage transactions that are essential for various internal systems. Moreover, SBS-Pathfinder™ is specifically crafted to work in harmony with SBS-CASE Tools™ applications, ensuring that they receive the necessary connectivity and resources to operate at peak efficiency. This synergy not only streamlines operations but also fosters an environment where businesses can adapt quickly to changing demands.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft 365 Yes 
MySQL No 
Oracle Cloud Infrastructure No 
SQL Server No 

Integrations

Microsoft 365 No 
MySQL Yes 
Oracle Cloud Infrastructure Yes 
SQL Server Yes 

Pricing Details

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

Pricing Details

$236 per user
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 No 
On-Premises No 
iPhone App No 
iPad App No 
Android App Yes 
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 Yes 
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 Yes 

Vendor Details

Company Name

Altitude CRM

Founded

2025

Country

United States

Website

gainaltitude.ai/

Vendor Details

Company Name

Sentinel Business Services

Founded

2012

Country

United States

Website

www.sentinelbusinessservices.com/index.php/products/sbs-pathfinder

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

Application Development

Access Controls/Permissions No 
Code Assistance No 
Code Refactoring No 
Collaboration Tools No 
Compatibility Testing No 
Data Modeling No 
Debugging No 
Deployment Management No 
Graphical User Interface No 
Mobile Development No 
No-Code No 
Reporting/Analytics No 
Software Development No 
Source Control No 
Testing Management No 
Version Control No 
Web App Development No 

Alternatives

Alternatives

Sticky Advisor Reviews

Sticky Advisor

stickypages
PathFinder Reviews

PathFinder

Orion Solutions