Cut 23 minutes of prep time for a single meeting to 5 minutes. 

80% time saving & BETTER prepared to boot.

Searching Past Notes

Current Way
10 minutes
With Pulse360
Seconds!

Preparing an Agenda

Current Way
10 minutes
With Pulse360
4 minutes

Emailing

Current Way
3 minutes
With Pulse360
Seconds!

Preparing for client reviews should NOT take you hours!

Pulse360 was built to save your financial advisor practice time and hassle.

Being Better Prepared for Meetings was NEVER this easy!

Find the needle in a haystack

  • Built-in super fast search
  • Search in seconds using any words - 401K or IRA
  • With tags attached to each note, you can be focused on your search

Handwritten notes

  • Review your handwritten notes from anywhere
  • Automatically attached to the client and meeting
  • Your team have immediate access to your notes

Prepare agendas in just 4 minutes

  • Save your own words as micro-templates for repeated future use
  • With flexible fields, you can customize in seconds
  • Your team can use your words going forward

Create formal agendas without formatting hassles

  • Customize your templates once - use over and over
  • Generate multiple documents in seconds
  • Built-in email send capability using your email
Formal Agends prepared in seconds in Pulse360

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