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Webinar Replay: David's Client Review Process

Date: January 12, 2022

David held a webinar on how he uses Riskalyze and Pulse360 to automate and streamline his virtual client reviews. This helps him save time, deliver value to his clients AND have a record for compliance.

Check out the video below:

And if you would like to receive the process template, please send us an email at info@pulse360.com.

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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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