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Best Practice - Work Faster

Date: August 16, 2021

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.

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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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