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
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
API Access
Has API
Pricing Details
$79/user/month
Free Trial
Free Version
Pricing Details
$236 per user
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
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
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Product Features
Application Development
Access Controls/Permissions
Code Assistance
Code Refactoring
Collaboration Tools
Compatibility Testing
Data Modeling
Debugging
Deployment Management
Graphical User Interface
Mobile Development
No-Code
Reporting/Analytics
Software Development
Source Control
Testing Management
Version Control
Web App Development