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

$69per month

All Pro plan features plus
Salesforce Integration
Your clients will be imported into Pulse360 and your notes will be automatically saved into Salesforce Lightning & Salesforce Classic.
Automatic Document Attachment
Sending out PDFs - such as Form CRS or ADV Part 2 or IPS? With our patent-pending attachment feature, you set it up once and forget it. It just will happen automatically when you email out.
Add Tags to Notes
Quickly create client to-dos with Tags. Or mark something with a tag and search that back up quickly. Tags is a game-changer.
500 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

$49per month

All Starter plan features plus
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

$29per 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.
CSV Import
Your clients will be imported manually into Pulse360
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

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