Maximize your after meeting productivity. Effortlessly create client summaries, CRM tasks, and organized notes with a single click.See how hundreds of advisors are using it
"I dropped my meeting notes into NoteGenius and I was done in less than 5-minutes. It just saved me 45-minutes!"
Elevate your practice's image and build trust with your clients with professional looking templates that you can whip up in no time. And with centralized template framework, you will never waste time going on the hunt to find that template.
"Pulse has been a game changer in helping us document notes/advice/strategy concisely that clients expect! Pulse is our engine for client communication and advice. We cannot scale advice-based relationships without it"
You no longer need to store everything in your brain — hundreds of advisors rely on the powerful organization of advice and unbeatable search capability.See how you will never forget anything
"I am able to disseminate the subjective information related to each client relationship so that team members with less contact have a more intuitive understanding of the personality, desires, and fears of the client."