Compliance & Regulations

Financial Advisors, taking notes is not enough to protect your practice

Communicate your advice to your clients. Have it in black and white. It may help to avoid "he said/she said".

Fiduciary & Regulations

Easily document your advice and justification in half the time. Repeatable process.

Discussed It

Email your clients a meeting follow-up that outlines your recommendations and discussions.

Protect Your Practice

Regulations, such as Reg BI and others will keep coming. Have a system to help protect your practice.

You don't have to spend hours to document your advice

Typing up your advice and recommendations from scratch will waste your time. Use automation to help you document faster.

Document your advice in half the time

Fiduciary & Regulations

Spending 30-minutes plus to document your advice is not scalable. You may in fact not document at all because how long it takes.

Using note templates, you can write your rationale once and repeatadly use with clients. Document in half the time. A repeatable and scalable process.

Discussed it

You know how much time you spend explaining strategies to your clients. And you know they will forget it when they get home.

Avoid the "we didn't discuss that". Send the client a detailed follow-up email in less than 5-minutes.

Protect Your Practice

Regulation BI and other similar regulations are not going to stop. If you manually document your notes and advice, there won't be enough hours in the day soon.

Get your practice an easy to use documenting system that is searchable, repeatable and scalable. When a regulator asks you for some information, you can show specific information in seconds.

Note - this is NOT legal advice. You should seek advice of an attorney for your documentation questions.

"streamlining my workflows"

"Streamlining my workflows and automating some client communication."

Josh Stubbolo

Family Legacy Financial Solutions

Document your advice in black and white - Start your free trial right away

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Let's discuss how to make your firm efficient

We built Pulse360 using our two decades of experience in the financial advisory world helping financial advisors grow and scale their practices.

Let's connect to see how your firm can systematize and be ready to scale without the growing pains.

Document your advice in black and white - Start your free trial right away

Getting started is easy with our 1-on-1 onboarding customized to you.

Start my Free Trial Schedule a Demo

Compliance & Regulations

Financial Advisors, taking notes is not enough to protect your practice

You don't have to spend hours to document your advice

Fiduciary & Regulations

Discussed it

Protect Your Practice

"streamlining my workflows"

Document your advice in black and white - Start your free trial right away

Let's discuss how to make your firm efficient

Document your advice in black and white - Start your free trial right away

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