Don't just store your meeting notes - make them actionable, searchable, repeatable.

Your meeting notes are the lifeblood of your practice - use ONE system to take notes, organize and communicate action items to your clients and prospects.

Automate Your Practice - Schedule a Demo

Manage and Organize your meeting note with just Pulse360 application

What Financial Advisors say

"Just did a manager change for a client and Pulse Scheduled the workflow.....automagically! I love this feature!"
David Dedman
Lexington Wealth Management
"Saves me lots of time on repetitive tasks and similar information that needs to be communicated. It has really sped up my client review agenda process."
Martha Williams
Williams Wealth Services
"Holy Cow! This is phenomenal!"
Michael Mustian
WiseWay Advisors, Member of XYPlanning
"Advice documentation is up 400% last quarter!"
Yohance Harrison
Money Script Wealth Management
"I provide better service to my clients, and save my time in doing so."
John Chesbrough
Trail Financial Planning
"Makes the process smoother and ensures we're not dropping the ball on critical items to clients."
Quinn Arnold
Arnold Mote Wealth Management
"Time savings. Easy to put together nicely formatted agendas."
Laura Rotter
True Abundance Advisors
"It makes taking meeting notes so much easier, faster, and even enjoyable."
Jonathan Howard
SeaCure Advisors
"Streamlining my workflows and automating some client communication."
Josh Stubbolo
Family Legacy Financial Solutions

Integrates seamlessly with your CRM

Save 50% of Your Time

From Pre-Meeting Prep to During the Meeting to Post Meeting - save time and be more efficient.

Financial Advisors delivering advice to clients using Pulse360

Automate Task Creation

Eliminate double work. Email a client follow-up task is automatically created in your CRM.

Annual Summaries

Show your clients your value by sending an annual summary in less than 20 seconds.

Take Handwritten notes

Built-in Digital Notepad allows you to share your notes with your team from anywhere. Encrypted.

Meeting Prep in Minutes

From finding what you have to discuss next meeting to creating agendas - all done easily in minutes

Automatically Trigger Your Workflows

No more jumping into your CRM to trigger a workflow. All done automatically.

Easily Find Your Meeting Notes

Never let anything fall through the cracks again by instantly finding important meeting notes.

Automate Your Practice

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Use cases

Meeting Prep Annual Summaries Prospects Hand Written Notes Find Your Meeting Notes Automatic Task Creation Automatic Workflow Triggers Financial Planning Notes

Details

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Made with ♥ in Riverside, CA & Farnham, UK