Better & Faster Meeting Prep with Dynamic SmartFields

Eliminate manual work and mistakes by using Dynamic SmartFields to pull in data from Holistiplan (others coming soon) for your meeting prep documents

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Financial Advisors, cut your manual work when prepping for a meeting with Dynamic SmartFields and our integration with Holistiplan

“engine for client communication”

Yohance - A financial advisor that uses Pulse360

“Pulse has been a game changer in helping us document notes/advice/strategy in a concise manner that clients expect! Pulse is our engine for client communication and advice. We cannot scale advice-based relationships w/o it. "

Yohance Harrison

Financial Advisor

See how

Check out the video to learn how Dynamic SmartFields will transform your practice

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Manual work eliminated

No more hunting for data in Holistiplan for your customized meeting prep - use Dynamic SmartFields to pull data automatically

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Getting started is easy with our 1-on-1 onboarding customized to you.

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"will save you a lot more than 3-minutes a week"

"Pulse360 pays for itself in terms of ROI"

Financial Advisors, you “waste a ludicrous amount of time in meeting preps & follow-ups. If you just save 3-minutes a week, Pulse360 pays for itself in terms of ROI.”

Michael Kitces

Quote from @ XYPN Conference