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.

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. Hand-offs are now 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.

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