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Best Practice - Documenting your trades

Date: July 7, 2021

Financial Advisors, you could just jot down your trades. However, if you could this in a systematic, scalable way it would be beneficial for your practice and clients.

With Pulse360, there are at least 3 ways that you can input trade documentation and have that automatically create tasks and send the notes to Redtail CRM, Wealthbox CRM or Salesforce CRM.

From quickly entering a note and task, to using note templates and finally collections, you can decide the appropriate way that will work best for your practice.

Check out the video to see how you can, with much less effort, have an email even sent out to your clients to confirm your "conversations".

Check out this video to see how you can document your trades



If you are not using Pulse360, consider scheduling your demo to see how you can also have a reliable system to document trades in your financial advisory practice.

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