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Best Practice - Send Form CRS or ADV Part 2 automatically

Date: June 9, 2021

Financial Advisors, you know how much time you waste when sending an email and have to find that PDF that you want to send to a prospect or a client. Or totally forgetting to send it entirely! Compliance will not exactly be ecstatic.

Personally, I have forgotten to send that disclosure form or the attorney referral document. For this reason, it was important that an automated solution was created, which not only is easy, but will keep a record of documents emailed.

So rest easy, it no longer needs to be something that you waste your time over. Or ever forget.

In fact, with this feature, you can also use it for prospects to email them a data gathering document or instructions on how to sign in to your portal. Just think of all the documents that are "generic" in nature that you can just attach to a note template and you are done.

And if you are using Redtail CRM, Wealthbox CRM or Salesforce CRM, the logged notes will automatically be sent there as well.

Check out this video for a unique and easy way to do so:



If you are not using Pulse360, consider scheduling your demo to see how you can use automation in your financial advisory practice.

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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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