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Best Practice - Filter Your Notes

Date: August 4, 2021

Financial Advisors, information is key. But finding the right information at the right time is the ultimate productivity boost you can have for your practice.

Naturally, there are plenty of places that client information resides today. Let's take an example of inefficiencies that are built into your practice today if you can't find the information fast.

When you are starting to do financial planning, how do you compile relevant information with the least amount of clicking and jumping through different applications. This may end up taking you15 to 20 minutes to gather - and that is if you are super focused and not being interrupted.

With Pulse360, the idea of single notes really expands the capabilities you have at your finger tips. You can granularly search for the precise piece of information in seconds. And we have built-in Excel like Filters to enable you to do just that.

And, yes, we automatically will sync the notes to your CRM: Redtail CRM, Wealthbox CRM or Salesforce CRM - where you can also search.

Check out the video to see how you can find the needle in a haystack in seconds.



If you are not using Pulse360, consider scheduling your demo to see how you can also find the information in seconds so you can be more focused on clients than jumping around different systems. Make your financial advisory practice more streamlined.

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You can be 50% more productive. That's what we believe in and what we are about.

With two decades of experience doing what you do every day, our founder, Anand decided to build automation technology for financial advisors like you.
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