Taking notes is not enough to protect your practice. Avoid "he said, she said" by using our NoteGenius AI to convert your meeting notes into client-facing professional deliverables.
Instead of reinventing the wheel for every rollover, use the Pulse360 library feature to easily add your rationale for rollover. Rationale will automatically be added to your CRM for compliance review.
A customized rationale is much better for the client than a bunch of disclosure-level language that gets ignored.
Quickly visualize the range of discussions held with clients to ensure compliance with what you have promised to cover in the advisory engagement. Don't risk refunds.
When compliance requests more information, stop wasting time digging for answers. Instead, save valuable time by easily retrieving your well-documented recommendations and rationale for compliance review.
“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
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