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Hello Financial Advisors —
You are wasting your time documenting your advice.
You spend an hour with your client. And afterward, you spend 30 minutes documenting.
And you keep repeating this every day. I know. I did the same for 20 years.
Sending a follow-up to your client is very important and it should NOT be this difficult and time-consuming.
With Pulse360, our focus is to win you back time. And bring in some sanity for you and your team as a bonus.
That's why we built a solution from the ground-up just for you to help you document your advice - in a fraction of the time.
Looking forward to talking with you.
Communicate your written advice using our hassle-free and superfast documentation software. Spend more time in front of your clients than a computer.