Spend less time documenting your advice - and more time talking to clients

Your clients need your personal input - especially during the COVID-19 crisis. So do away with documentation overload and focus on your clients instead.
Keep your team on the same page - even remotely.
Screenshot of Pulse360 software showing completed summary letter

Hear what David, an RIA, says...

"I think this can change the industry!"

From meeting prep to post-meeting documentation, broken workflow practices are wasting your time and impacting your bottom line

Does this look familiar?
1

Meeting Prep

Team members trawl through emails, Word docs, PDFs and Excel files to find past review notes. Or - a worse-case scenario - you have to rely on your memory!
Time Wasted:
10 minutes
2

Agendas

You know you should send out personalized agendas but there’s no easy way to collaborate. That’s why agendas often languish in a team member’s draft email folder. Or you resort to generic agendas - not a good look to clients.
Time Wasted:
10 minutes
3

Meeting

Taking notes on a yellow pad or into Evernote means crucial information often doesn’t make it into your CRM.
Time Wasted:
10 minutes
4

Post-Meeting

Hand-offs are difficult - especially if you have a remote team. Clients may not receive their follow up for days - that’s if they even get them at all!
Time Wasted:
20 to 30 minutes

30-minutes per meeting is being wasted because your "tech stack" is not made to solve this. 

Stop putting a square peg in a round hole.

It’s time to re-imagine the entire process

Things could look like this:
1

Meeting Prep

No more having to comb through endless docs and emails. You can search instantly within all your client meeting notes and find that needle in a haystack - in seconds.
Time Saved:
90% +
2

Agendas

Centralized agenda drafting means your entire team can add topics for discussion. No crucial information gets lost in the process and clients get personalized agendas in a couple of clicks.
Time Saved:
70% to 80%
3

Meeting

The built-in digital notepad links directly to your client and appointment. At last, all your meeting notes accessible via just one app.
Time Saved:
90% +
4

Post-Meeting

Instant hand-offs are the new normal. When you press “delegate” on your digital notepad your team is instantly notified. Using built-in capability, you can generate follow-ups in minutes.
Time Saved:
85% +

What others say...

  • "Our system doesn't have anything like this. It would make a huge impact to our practice. "

    Advisor from a large Broker/Dealer

  • "Can you wait...I need my Operations person to see this. Amazing!"

    Fee-only Advisor
    $2B RIA Firm

  • "This is going to change our colleague's life!"

    Howard Morin
    Helium Advisors

  • "This is going to make things so much more efficient that we probably are not going to have to hire another person anymore."

    JK
    AUM $200M

  • "This can do the work of 10 people for us. No more Excel tracking sheets!"

    MM - Operations
    AUM $1.4B

  • "There is genius here."

    Industry Leader
    Large Research Firm

What others say...

  • This is going to change our colleague's life!

    Howard Morin
    Helium Advisors

  • This is going to make things so much more efficient that we probably are not going to have to hire another person anymore.

    JK
    AUM $200M

  • This can do the work of 10 people for us. No more Excel tracking sheets!

    MM - Operations
    AUM $1.4B

  • Our system doesn't have anything like this. It would make a huge impact to our practice.

    Advisor from a large Broker/Dealer

  • Can you wait...I need my Operations person to see this. Amazing!

    Fee-only Advisor
    $2B RIA Firm

  • There is genius here.

    Industry Leader
    Large Research Firm

Designed for Financial Advisors

Transform your client review workflow processes

See how you can send an agenda, take handwritten notes and send follow-ups - all from one place.

A Searchable, Repeatable, and Scalable process

Prepare and send customized agendas in just 2 minutes

With the help of Pulse360’s micro-templates and flexible fields, you can create customized agendas in a flash - without breaking a sweat. Housekeeping and opportunity items can be included too.

Say goodbye to yellow pads - take notes digitally

You can write/draw on the built-in digital notepad. It is directly tied to your client and the appointment within Pulse360 and centrally saved. Your team can access what you write/draw - in one app - from anywhere. And Pulse360 syncs seamlessly with your current CRM. Lengthy hand-offs are a thing of the past!!

A junior staff member can relay your advice - in your words - in an instant

Financial lingo, compliance issues and company branding all have to be addressed in a follow-up. No wonder they’re such a chore. Not any more. With Pulse360 simply add in your advice just once - then pass to a junior team member to create your follow-up. Job done. Now you can spend your time where it’s needed most - with clients. Time to scale your business!

Send follow-ups in 5 minutes

You don’t have to open an email to compose a follow-up. Or grapple with frustrating formatting issues. Finished follow-ups are sent directly from your app - and your advice is synced to your CRM.

Pulse360 integrates with the most popular CRMs

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Calculate your time savings

Enter the number of meetings you hold per week

You will save __ hours per week and at $30 an hour, that's $X saved per week!

Act now to take advantage of pre-launch pricing First 100 advisors only.
Lock-in Early Access lifetime discount.

Applies to practices with 10 users or less.

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P R E M I U M  P L A N

For larger practices with 10 users or more



Contact us

Sign up below to lock in your Early Access lifetime discount

If you are a practice with 10 users or more, please click here to sign up.

Questions?

Go ahead and email us and we will contact you.

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