CRM for financial advisors with built-in conversational AI, meeting intelligence, and client scheduling tools.
Active plans
3
Total changes
5
Last change
Jul 26, 2026
Price trend
Changes in 12 months
5
Cadence
Every 6 days
Direction
Plan recently removed
Category position
—
Not enough peers tracked yet
$89/user/mo
$15/user/mo
Last 5 changes
| Date | Plan | Change | Old | New | Δ% |
|---|---|---|---|---|---|
| Jul 26, 2026 | Altitude CRM (Core) | removed plan | $79 | — | — |
| Jul 26, 2026 | Altitude CRM with Pathfinder AI | new plan | — | $79 |
Be the first to flag a competitor.
$79/user/mo
| — |
| Jul 3, 2026 | Bookings (Add-on) | new plan | — | $15 | — |
| Jul 3, 2026 | Meeting Intelligence (Add-on) | new plan | — | $89 | — |
| Jul 3, 2026 | Altitude CRM (Core) | new plan | — | $79 | — |
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