The AI super assistant, built for advisors
Whether you’re logging notes, finding client info, or summarizing meetings, Pathfinder gets it done  just by talking or typing. It’s like having an extra team member who never forgets, never slows down, and is always one step ahead.

Reach more people. Stay personal
From automated birthday letters to targeted email campaigns, Altitude makes it easy to communicate consistently without sounding like a robot.

Workflows that run themselves
Managing tasks, setting permissions, and automating follow-ups shouldn’t take up your whole day. With Altitude, your operations stay organized — and your team stays focused.

One system to manage every relationship
Households, companies, contact history, segmentation — all in one place. With Altitude, you’ll always know who your clients are, what’s next, and what’s most important.

Turn prospects into clients seamlessly
Track every opportunity from first meeting to close with a visual pipeline that reflects your real sales process. Know where each deal stands and what comes next.

Everything connected. Nothing missed
Sync your Microsoft account to Altitude and get full visibility across client communication, tasks, and appointments — without switching tabs.

Fast, personalized, and compliant
Altitude helps you move quickly without sacrificing oversight. With built-in approval workflows and audit-ready tracking, you can scale communication and still meet compliance standards.