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Hassle-free documentation for financial advisors
Create agendas. Take handwritten notes. Send follow-ups and streamline workflows. All in a fraction of the time - and from one application.
90-day money back guarantee.
Remote Ready.
Enterprise Grade.

What advisors are saying..

  • "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

Broken workflow practices are wasting your time and impacting your bottom line

Does this look familiar?
From meeting prep to post-meeting documentation
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

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% +

Make your meeting notes work 10x harder

Searchable

Meeting notes from all previous meetings are instantly searchable, in seconds.

actionable

Your team can access meeting notes from one centralized space so they instantly know what needs to be done.

repeatable

Draft beautifully crafted advice to use again and again, freeing-up hours of precious time.

scalable

Let an intern draft your summaries, using your words, in minutes - while you and the senior team focus on growing the business.

"We can be so much more efficient and lower our compliance fear factor" - David Littlejohn, RIA & Investor

Limited Time Early Access Pricing - Get it now!

Integrates seamlessly with

Logo of Redtail technologies CRM
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A new way of documenting. And we guarantee you'll love it

save time

We estimate you will save up to 80% compared to the current archaic way of writing summaries.

save money

Just a natural result of saving time is saving money for your practice

unlock efficiencies

With centralized storage of your meeting notes, your team will realize immediate efficiency gains. Only one person will now have to read your handwriting.

Grow

Now you can grow your practice without missing vital information and eliminate any potential cracks in the system.

Send an Annual Summary in less than 20 seconds

Learn more

Stand out from the competition and articulate your value with PULSE360

Limited Time Early Access Pricing - Get it now!

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