Advisor platform
Explain every allocation. Build client trust.
Altitude AI gives advisors and wealth teams explainable, regime-aware allocations and client-ready communication in minutes — grounded in a documented methodology you can actually show and explain to a client. Live today, with a two-week free trial.
Built around what advisors actually need
Explainable allocations
Every recommendation is reasoned against the current macro regime and a documented methodology — so when a client asks “why,” you have a real answer, not a black box.
Compliant client communication in minutes
Turn a portfolio into a clear, client-ready narrative and exportable PDF report. What used to take an afternoon takes minutes, and reads like you wrote it.
Macro intelligence, built in
See the predictive macro-regime heatmap, sector outlook, and factor exposure without leaving your workflow — the same intelligence that powers the allocations.
Live this week, no data team required
No pipelines to build, no models to train. Start the free two-week trial, connect your holdings, and have explainable analysis the same day.
From holdings to a client-ready story
01
Bring your holdings
Build or import a portfolio. No financial data pipeline to assemble — Altitude AI supplies the market, ticker, and macro data.
02
Get grounded analysis
Receive position-level commentary, risk flags, and rebalancing signals — reasoned against the current macro regime, powered by a financial-domain AI agent.
03
Deliver with confidence
Export a compliant, branded PDF and a plain-language summary your client understands — with the methodology behind it on the record.
Three products, one intelligence platform
Altitude AI ships as three offerings that work alone or together. The advisor platform is the fastest way to put the intelligence layer to work today.
Advisor platform
The Smart Portfolios dashboard for advisors — regime view, predictive heatmap, portfolio builder, and AI analysis with PDF reporting.
Allio's Smart Portfolios™
Embeddable Smart Portfolio dashboards — drop branded, real-time portfolio analytics into your own advisor portal with a few lines of JavaScript.
Developer API & agent tools
The same intelligence as a REST API and Remote MCP server, with pre-built tools for Claude.ai, n8n, GitHub Copilot, and more.
Explore the APIPricing
Start free, scale as you grow
No long-term contracts. Per seat, billed monthly. Add or remove seats anytime.
Monthly
Annual
Free
Two-week trial. No credit card needed.
Smart Portfolios
3
AI queries
20
Features
- Macro regime view
- Predictive heatmap
- Portfolio builder & AI Analysis
Advisor
Financial research and analysis for an advisor with clients.
/mo
Smart Portfolios
10
AI queries
75
Features
- Macro regime view
- Predictive heatmap
- Portfolio builder & AI Analysis
- PDF report exports (5/mo)
Pro
For commercial products and startup teams.
/mo
Smart Portfolios
Unlimited
AI queries
300
Features
- Macro regime view
- Predictive heatmap
- Portfolio builder & AI Analysis
- PDF report exports (unlimited)
- Historical backtest data
- API & MCP Access (add-on)
Enterprise
Large teams with client-facing products.
Smart Portfolios
Unlimited
AI queries
Unlimited
Features
- Macro regime view
- Predictive heatmap
- Portfolio builder & AI Analysis
- PDF report exports (unlimited)
- Historical backtest data
- SSO/SAML
- Dedicated success manager
- API & MCP Access
Be live this week
Start the two-week free trial — no credit card — or book a walkthrough with our team.