Sign up and stop spending so much time on admin work.

Advisors are documenting their advice and realizing 80% time saving in less than two weeks. 

Select your plan



P R O  P L A N

For practices looking to grow



$49
per month
  • All Starter plan features
  • Salesforce Integration
    Your clients will be imported into Pulse360 and your notes will be automatically saved into Salesforce Lightning & Salesforce Classic.
  • Digital Notepad
    You can leave your yellow pad in the drawer. You can now use digital notepad via Ipad or Microsfot Surface.
  • Annual Summary in 20 seconds
    If you use the system to document, you will be able to send out a single annual summary to your client in less than 20 seconds.
  • Dashboard
    A quick way to get an idea of the notes being added among your different clients.
  • 100 MB Document Vault
    Document vault allows you to store frequently accessed PDF documents on the system. This way they can be attached instantly before sending out follow-ups.
  • Includes 1 user
  • Additional users $29 per month



S T A R T E R   P L A N

For small practices



$29
per month
  • Core features
    Core features include the basic ability to use micro-templates and send out agendas, search and follow-ups
  • Redtail Integration
    Your clients will be imported into Pulse360 and your notes will be automatically saved into Redtail.
  • Wealthbox Integration
    Your clients will be imported into Pulse360 and your notes will be automatically saved into Wealthbox.
  • 50 MB Document Vault
    Document vault allows you to store frequently accessed PDF documents on the system. This way they can be attached instantly before sending out follow-ups.
  • Includes 1 user
  • Additional users $29 per month



P R E M I U M  P L A N

For larger practices with 10 users or more



Contact us

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