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Join our Early Access Program

A new way to work.

Early Access Program

For practices with 10 users or less
Launching early May 2020

Financial advisors and teams waste 20-30 minutes per meeting on pre and post-meeting documentation. We’ve transformed the entire process from prep and meeting notes to follow-ups so you can save up to 80% of the time previously wasted.

Since we’re launching disruptive new technology the software may require a little fine-tuning - to ensure users get an awesome experience.

And this is where you come in..

Sign up for the Pulse360 Early Access Program

We’re inviting just 100 advisory practices to join us on the first stage of our journey.

  • Once you’ve signed up, we’ll work with you and solicit your valuable feedback to help us identify any bugs. This will help us roadmap future releases
  • In exchange for your participation, we’re offering you Early Access Program pricing - locked in for A LIFETIME
  • As we introduce more features within both the Pro and the Starter Plan you’ll be the first to benefit at no extra cost
  • With our 90-day no-quibble guarantee you can stop wasting precious practice time at no risk

Select a plan below (if your practice has more than 10 users please get in touch to discuss)

Select your plan



P R O  P L A N

For practices looking to grow



$60
per user / month
  • All Basic 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
    Coming June 2020. 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.
  • 1000 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.



S T A R T E R   P L A N

For small practices



$40
per user / 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.
  • 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.



P R E M I U M  P L A N

For larger practices with 10 users or more



Contact us

Need further information? Why not schedule a 15- minute demo?

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