The Only Compliant Meeting
Note-taker that organizes, documents & scales your advice

Consistently (aka repeatably) wow your clients by never dropping the ball (aka organized) & sending them professional deliverables (aka documenting) to blow their socks off. Show them how you are on top of it all.
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CaptureGenius by Pulse360. Capture meeting via recording it

Eliminate your double work with our integrations

Salesforce CRM, Salentica & XLR8 integrates with Pulse360
Wealthbox CRM integrates with Pulse360
Salentica integrates with Pulse360
Practifi integration with Pulse360 - software for financial advisors
XLR8 integrates with Pulse360
Pulse360 integrates with Nitrogen (formerly Riskalyze)
PreciseFP integrated into Pulse360 - software for financial advisors
Holistiplan integrates with Pulse360 to pull data into Pulse360's SmartFields
Pulse360 integrates with Outlook to send customized emails
Pulse360 integrates with Gmail to send customized emails
Pulse360 integrates with Zoom to take meeting notes
Pulse360 integrates with Microsoft Teams to take meeting notes
Pulse360 integrates with Google Meet to take meeting notes
Salesforce CRM, Salentica & XLR8 integrates with Pulse360
Wealthbox CRM integrates with Pulse360
Salentica integrates with Pulse360
Practifi integration with Pulse360 - software for financial advisors
XLR8 integrates with Pulse360
Pulse360 integrates with Nitrogen (formerly Riskalyze)
PreciseFP integrated into Pulse360 - software for financial advisors
Holistiplan integrates with Pulse360 to pull data into Pulse360's SmartFields
Pulse360 integrates with Outlook to send customized emails
Pulse360 integrates with Gmail to send customized emails
Pulse360 integrates with Zoom to take meeting notes
Pulse360 integrates with Microsoft Teams to take meeting notes
Pulse360 integrates with Google Meet to take meeting notes
Salesforce CRM, Salentica & XLR8 integrates with Pulse360
Wealthbox CRM integrates with Pulse360
Salentica integrates with Pulse360
Practifi integration with Pulse360 - software for financial advisors
XLR8 integrates with Pulse360
Pulse360 integrates with Nitrogen (formerly Riskalyze)
PreciseFP integrated into Pulse360 - software for financial advisors
Holistiplan integrates with Pulse360 to pull data into Pulse360's SmartFields
Pulse360 integrates with Outlook to send customized emails
Pulse360 integrates with Gmail to send customized emails
Pulse360 integrates with Zoom to take meeting notes
Pulse360 integrates with Microsoft Teams to take meeting notes
Pulse360 integrates with Google Meet to take meeting notes

"will save you a lot more than 3-minutes a week"

"Pulse360 pays for itself in terms of ROI"

Financial Advisors, waste a ludicrous amount of time. Michael Kitces said
Financial Advisors, you “waste a ludicrous amount of time in meeting preps & follow-ups. If you just save 3-minutes a week, Pulse360 pays for itself in terms of ROI.”
Michael Kitces
Quote from  @ XYPN Conference

Your Operations System

More than just note-taking – streamline, organize, and scale your client interactions effortlessly

Take Notes

Capture every detail – record, dictate, type, or handwrite your notes seamlessly.
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Organize Notes

No more CRM clutter – let AI organize your notes for quick access.
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Documentation

Template builder helps you impress clients with professional & consistent documentation
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Take meeting notes

Record, dictate, type or even handwrite your meeting notes. The only complete note-taker.
Learn more
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CaptureGenius by Pulse360. Capture meeting via recording it

Get Organized

Never ever drop the ball on anything. By dumping notes in your CRM, you are creating the biggest pile of disorganization mess. How do you expect to have sanity?

Eliminate disorganization by using NoteGenius AI. 
Learn more
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Pulse360 helps financial advisors take meeting notes and organize them

Wow Your Clients

Documentation and communication shows your value to your clients. 

Using the Template Framework, you can prepare a variety of deliverables that will make you shine as a professional and wow your clients.
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Systematize Prospect Conversion

Create a reusable content library for your most-used recommendations. Save time, build trust, and convert prospects consistently—no need to reinvent the words every time.
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Make converting prospects a system using Pulse360's library

Schedule a demo or start 30-day trial 

Getting started is easy with our 1-on-1 onboarding customized to you.
“engine for client communication”
Yohance - A financial advisor that uses Pulse360
“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
Made with ❤️ in Riverside, CA & Farnham, UK
© 2024 Pulse360, Inc. All rights Reserved.
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