I hope you get value out of this blog post.
Financial Advisors, how you can work even faster using Pulse360?
Let's say you take handwritten notes and want to send out a follow-up?
What do you do? Keep opening the handwritten screen, close it, write follow-up? No. We have thought of this for you and allow multiple sign-ins for this reason.
In this video, check out how you can duplicate a tab and drag it over to the 2nd screen to work simultaneously.
Check out the video to see how:
If you are not using Pulse360, consider scheduling your demo to see how you can be take handwritten notes and send out follow-ups. Make your financial advisory practice more streamlined and future-proof.