---
description: If you're in a hunt for the best solution for your business, learn what Altitude has to offer thanks to GetApp Singapore. We provide the most detailed information on pricing, benefits, and disadvantages of software.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: Altitude Price, Reviews & Ratings | GetApp Singapore 2026
---

Breadcrumb: [Home](/) > [Financial CRM Software](/directory/1265/financial-crm/software) > [Altitude](/software/2082961/altitude)

# Altitude

Canonical: https://www.getapp.sg/software/2082961/altitude

> Altitude CRM is an AI-native platform built for financial advisors. It unites CRM, marketing automation, and practice management with AI insights, helping firms automate workflows, manage relationships, and scale smarter.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## Overview

### Key benefits of Altitude

 Altitude CRM gives financial advisors the ability to consolidate their operations into one intelligent platform that supports every stage of client and business growth. 
 Pathfinder AI, the platform’s built-in intelligence layer, continuously learns from advisor activity to streamline workflows and recommend next actions. It identifies which clients need attention, which prospects are ready for follow-up, and which opportunities are most likely to convert. 
 The system’s workflow automation capabilities help standardize the service process, allowing firms to deliver consistent results regardless of team size. Reporting and analytics provide firm leaders with visibility into growth, productivity, and capacity. 
 Altitude’s integrated marketing tools make it easy for advisors to communicate effectively with clients and prospects. Campaigns can be designed, scheduled, and tracked directly within the platform, simplifying engagement and retention strategies without the need for separate software.
 Security remains a top priority. Built on AWS with encryption and strict access controls, Altitude ensures sensitive financial and client data remains protected. The platform aligns with SOC 2 Type II standards and is expanding its compliance footprint with additional attestations.
 Because Altitude CRM is cloud-based, firms benefit from anytime, anywhere access and scalability that grows with their business. The system is designed to be intuitive and user-friendly, reducing onboarding time and allowing advisors to focus on clients rather than technology.
 By uniting intelligent automation, robust functionality, and secure infrastructure, Altitude CRM offers financial advisors a complete solution for managing relationships, operations, and growth.

## About the vendor

- **Company**: Waystone Software

## Commercial Context

- **Starting Price**: US$79.00
- **Pricing model**: Per User (Free Trial)
- **Pricing Details**: Altitude CRM is offered as a monthly subscription starting at $79 per user per month. Each subscription includes full access to the platform’s core features, including Pathfinder AI, client and opportunity management, workflow automation, marketing tools, reporting, and compliance tracking.

Volume pricing is available for larger teams, and enterprise options can be customized based on firm size, data requirements, and integration needs.

A 14-day free trial is available for new users to explore the platform and experience its capabilities before subscribing.

Billing is handled securely on a monthly basis, with no long-term contracts or setup fees required.
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: Canada, United States

## Features

- AI Copilot
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- CRM
- Calendar Management
- Calendar Sync
- Campaign Management
- Client Management
- Collaboration Tools
- Contact Management
- Customer Database
- Customizable Fields
- Customizable Reports
- Document Management
- Email Management
- Email Marketing
- Email Templates
- Financial Management

## Integrations (1 total)

- Microsoft 365

## Support Options

- Email/Help Desk
- Knowledge Base
- Phone Support

## Category

- [Financial CRM Software](https://www.getapp.sg/directory/1265/financial-crm/software)

## Alternatives

1. [Zoho CRM](https://www.getapp.sg/software/9908/zoho-crm) — 4.3/5 (6971 reviews)
2. [Maximizer CRM](https://www.getapp.sg/software/20482/maximizer-crm) — 4.1/5 (366 reviews)
3. [eWay-CRM](https://www.getapp.sg/software/106997/eway-crm) — 4.5/5 (822 reviews)
4. [Redtail CRM](https://www.getapp.sg/software/114375/redtail-crm) — 4.1/5 (85 reviews)
5. [Wealthbox](https://www.getapp.sg/software/2057636/wealthbox) — 4.7/5 (145 reviews)

## Links

- [View on GetApp](https://www.getapp.sg/software/2082961/altitude)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.getapp.com/customer-management-software/a/altitude/> |
| en-AE | <https://www.getapp.ae/software/2082961/altitude> |
| en-AU | <https://www.getapp.com.au/software/2082961/altitude> |
| en-CA | <https://www.getapp.ca/software/2082961/altitude> |
| en-GB | <https://www.getapp.co.uk/software/2082961/altitude> |
| en-IE | <https://www.getapp.ie/software/2082961/altitude> |
| en-NZ | <https://www.getapp.co.nz/software/2082961/altitude> |
| en-SG | <https://www.getapp.sg/software/2082961/altitude> |
| en-ZA | <https://www.getapp.za.com/software/2082961/altitude> |

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