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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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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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