Your engine for personalized client documentation

Professionalize your practice and impress your clients with ease. No more documentation hassles — effortlessly craft stunning, professional summaries, emails, and more

Financial Advisors, use Pulse360 to prepare professional documentation/deliverables to your clients
TRUSTED BY HUNDREDS OF FINANCIAL ADVISORS
NoteGenius AI

Process Your Meeting Notes 80% Faster using our AI-enhanced NoteGenius

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
Financial advisors, take your shorthand notes and convert it to meeting summary and CRM tasks in Redtail, Wealthbox and Salesforce with NoteGenius AI
AI & Automation-enhanced
CRM Connected
Designed for Financial Advisors
  • Wow ALL your clients — not just your top clients

    Your time is limited, leading top clients to receive meeting summaries while others unintentionally miss out. With our solution, we give you the time to deliver exceptional service to ALL clients.
    Financial Advisors, deliver exceptional client experience to ALL your clients - not just a select few with Pulse360's NoteGenius AI
  • Connect it all with your CRM Tasks/Workflows

    Built-in automation will ensure your tasks or workflows get created and assigned to your team in Redtail, Wealthbox or Salesforce. No more wasting time manually creating tasks or starting workflows.

    Create Redtail, Wealthbox or Salesforce tasks and Redtail or Wealthbox Workflows after a meeting from Pulse360
  • Protect Your Practice

    Your practice is your asset. Minimze the risk of "he said, she said" with effortless documentation. And prove to regulators the work you have done for clients.
    Financial Advisors, protect your practice by providing documentation to your clients with Pulse360

Wow ALL your clients — not just your top clients

Your time is limited, leading top clients to receive meeting summaries while others unintentionally miss out. With our solution, we give you the time to deliver exceptional service to ALL clients.

Financial Advisors, deliver exceptional client experience to ALL your clients - not just a select few with Pulse360's NoteGenius AI

Connect it all with your CRM Tasks/Workflows

Built-in automation will ensure your tasks or workflows get created and assigned to your team in Redtail, Wealthbox or Salesforce. No more wasting time manually creating tasks or starting workflows.
Create Redtail, Wealthbox or Salesforce tasks and Redtail or Wealthbox Workflows after a meeting from Pulse360

Protect Your Practice


Your practice is your asset. Minimze the risk of "he said, she said" with effortless documentation. And prove to regulators the work you have done for clients.
Financial Advisors, protect your practice by providing documentation to your clients with Pulse360

"I dropped my meeting notes into NoteGenius and I was done in less than 5-minutes. It just saved me 45-minutes!"

Financial Advisor Michael Whitman using Pulse360 to deliver better client experience
Michael Whitman
Millennium Planning Group
Documents

Make Every Client Documentation Shine

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.

Say bye to fragmented templates. Centralize your templates for quick access by your financial advisory team using Pulse360 Documents
No more fragmented templates
Achieve your brand consistency
No more formatting fuss in emails

Centralize Templates for Brand Consistency

Boost efficiency and brand consistency with centralized practice-level templates. No more searching – everything you need is at your fingertips.
Financial Advisors, use template filters to quick find and start working on client documentation using Pulse360

No more hunting for documents

Eliminate time spent searching. It doesn't matter who created the document, your entire team has access to documents under the client record.
Financial Advisors, find documents easily in your Contact screen using Pulse360

Delegate to your team

Get your time back and eliminate the fear that your team may not "know" exactly how you prefer to communicate with your clients.
Financial Advisors, you can depend on your team to send out consistent client communications using Pulse360 Documents
  • Centralize Templates for Brand Consistency

    Boost efficiency and brand consistency with centralized practice-level templates. No more searching – everything you need is at your fingertips.
    Financial Advisors, use template filters to quick find and start working on client documentation using Pulse360
  • No more hunting for documents

    Eliminate time spent searching. It doesn't matter who created the document, your entire team has access to documents under the client record.
    Financial Advisors, find documents easily in your Contact screen using Pulse360
  • Delegate to your team

    Get your time back and eliminate the fear that your team may not "know" exactly how you prefer to communicate with your clients.
    Financial Advisors, you can depend on your team to send out consistent client communications using Pulse360 Documents

"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"

Yohance - A financial advisor that uses Pulse360
Yohance Harrison
Money Script Wealth Management
Advice Organization

Effortless Advice Organization— Your Second Brain for Peaceful Sleep

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
Pulse360 is your second brain due to better note organization for financial advisors
Never forget anything
Pulse on what's important
Easy organization — your way

Powerful Search Filters

Finding your notes is a piece of cake with our unmatched and unbeatable search power. You will never search in your CRM again.
Financial Advisors refer to Pulse360 as their second brain because of our unmatched search capability

Your Advice — Organized

Fully customizable topics, such as Investments or Taxes and subtopics, such as Action Items or Client To Dos, help you build your financial advice organization system — your way.
For financial advisors, you can use Topics and Subtopics to organize financial advice in Pulse360

Track what's important

Tracking the value you provided, the goals of clients or what you have to discuss in future meeting should be easy. With our Tags system applied to your advice, you will always have a pulse.
Use tags for financial advice so that you always have a pulse on what's important to a financial advisor's client
  • Powerful Search Filters

    Finding your notes is a piece of cake with our unmatched and unbeatable search power. You will never search in your CRM again.
    Financial Advisors refer to Pulse360 as their second brain because of our unmatched search capability
  • Your Advice — Organized

    Fully customizable topics, such as Investments or Taxes and subtopics, such as Action Items or Client To Dos, help you build your financial advice organization system — your way.
    For financial advisors, you can use Topics and Subtopics to organize financial advice in Pulse360
  • Track what's important

    Tracking the value you provided, the goals of clients or what you have to discuss in future meeting should be easy. With our Tags system applied to your advice, you will always have a pulse.
    Use tags for financial advice so that you always have a pulse on what's important to a financial advisor's client

"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."

Brian Schlosser - SFP Enterprises, Inc..jpeg
Brian Schlosser
Magis Wealth
Made with ❤️ in Riverside, CA & Farnham, UK
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