---
description: Learn more about Altitude price, benefits, and disadvantages for businesses in New Zealand. Read verified software reviews and find tools that fit your business needs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Altitude Pricing, Reviews & Features - Capterra New Zealand 2026
---

Breadcrumb: [Home](/) > [Financial CRM Software](/directory/30562/financial-crm/software) > [Altitude](/software/1080945/Altitude)

# Altitude

Canonical: https://www.capterra.co.nz/software/1080945/Altitude

> AI-native CRM for financial advisors combining client management, automation, and growth intelligence.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## Overview

### Who Uses Altitude?

Built for financial advisors, RIAs, and wealth management firms seeking AI-powered tools to manage clients, automate marketing, and grow efficiently.

## 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

- Activity Dashboard
- Alerts/Notifications
- Campaign Management
- Client Management
- Collaboration Tools
- Contact Management
- Customer Database
- Document Management
- For Financial Institutions
- Lead Management
- Marketing Automation
- Pipeline Management

## Integrations (1 total)

- Microsoft 365

## Support Options

- Email/Help Desk
- Knowledge Base
- Phone Support

## Category

- [Financial CRM Software](https://www.capterra.co.nz/directory/30562/financial-crm/software)

## Alternatives

1. [Zoho CRM](https://www.capterra.co.nz/software/155928/zoho-crm) — 4.3/5 (6964 reviews)
2. [Less Annoying CRM](https://www.capterra.co.nz/software/118921/less-annoying-crm) — 4.8/5 (645 reviews)
3. [Bigin by Zoho CRM](https://www.capterra.co.nz/software/204998/bigin-by-zoho-crm) — 4.7/5 (724 reviews)
4. [Creatio CRM](https://www.capterra.co.nz/software/130149/bpm-online-crm) — 4.7/5 (133 reviews)
5. [HubSpot CRM](https://www.capterra.co.nz/software/152373/hubspot-crm) — 4.5/5 (4451 reviews)

## Links

- [View on Capterra](https://www.capterra.co.nz/software/1080945/Altitude)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/10033538/Altitude/> |
| en-AE | <https://www.capterra.ae/software/1080945/Altitude> |
| en-AU | <https://www.capterra.com.au/software/1080945/Altitude> |
| en-CA | <https://www.capterra.ca/software/1080945/Altitude> |
| en-GB | <https://www.capterra.co.uk/software/1080945/Altitude> |
| en-IE | <https://www.capterra.ie/software/1080945/Altitude> |
| en-IL | <https://www.capterra.co.il/software/1080945/Altitude> |
| en-IN | <https://www.capterra.in/software/1080945/Altitude> |
| en-NZ | <https://www.capterra.co.nz/software/1080945/Altitude> |
| en-SG | <https://www.capterra.com.sg/software/1080945/Altitude> |
| en-ZA | <https://www.capterra.co.za/software/1080945/Altitude> |

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