# Altitude Reviews
**Vendor:** Waystone Software  
**Category:** [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm)
## About Altitude
The CRM Built for Financial Advisors in the Age of Intelligence The AI-native CRM redefining how financial advisors run their practices through smarter operations, deeper relationships, and automated marketing in one intelligent platform.






- [View Altitude pricing details and edition comparison](https://www.g2.com/products/waystone-software-altitude/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-30+05%3A49%3A56+-0500&secure%5Bsession_id%5D=ba32ec4f-1bb5-4868-a07e-a8081ec63121&secure%5Btoken%5D=e02b53820ec8b3700dab52f15bedce86b3551b408bb05fe950bc3aecbd006dda&format=llm_user)

## Altitude Features
**Content**
- Automation

**Platform Additional Functionality**
- Pre-Built Connectors
- Dashboard
- Cloud
- Mobility
- Messaging

**Platform Reporting and Analytics**
- Reporting
- Forecasting

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Support Analytics

**Marketing Automation**
- Campaign Management
- Lead Management
- Marketing Analytics

**Sales Force Automation**
- Pipeline Management
- Task Management
- Product and Price List Management
- Quote and Order Management
- Contract Management

**Agentic AI - Financial Services CRM**
- Decision Making

## Top Altitude Alternatives
  - [Maximizer](https://www.g2.com/products/maximizer/reviews) - 4.0/5.0 (643 reviews)
  - [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) - 4.3/5.0 (265 reviews)
  - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) - 4.3/5.0 (221 reviews)