Altus Ctrl is being built alongside a single boutique financial planning firm — to make sure it solves a real problem before it tries to solve any others. Meeting capture, action items, and a document pipeline. Nothing more, on purpose.
The advisor stays in the driver's seat. We handle the parts that bleed time after the conversation: the notes, the action items, the documents working their way to filed.
One boutique financial planning firm is the only customer using Altus Ctrl right now. They've asked to stay unnamed for compliance reasons; we'll introduce them directly on a partner call. Every feature in the MVP is built against problems they've actually run into — not a survey, not a focus group.
A boutique financial planning firm running on Redtail, with a small team across two offices. They keep two sets of meeting notes today — the one in the meeting and the one that ends up in the file. The MVP exists to delete the second set.
We meet every two weeks. They use the product on real households. When something doesn't work, we hear about it that afternoon. Direct introductions are available on a partner call.
Altus Ctrl is not a CRM and won't become one. The product needs to write meeting summaries and action items back to wherever the firm's contact record already lives. We're scoping integrations now and would rather build them with you than around you.
We'd rather get the data model and the write-back surface right with your team than ship something that creates support tickets for both of us.
Dates are targets, not promises. They will move when the design partner tells us they need to.
Record, summarize, action items, document pipeline. In daily use with our design-partner firm.
Redtail integration, then morning briefing and touchpoints. Built from real meetings, not specs.
One more small planning firm on a different CRM (likely Wealthbox). Close the loop on the multi-tenant story.
Open up beyond design partners. SOC 2 Type II audit on the books. Pricing published when there's a product worth pricing.
The goal is to take the friction out of tracking client paperwork — without adding another tool a planner has to think about. Altus Ctrl should blend into the day, not stack on top of it.
If you're an advisor, we're not selling you anything yet. If you run integrations at a CRM platform, we're listening.