Being Better Prepared for Meetings was NEVER this easy!

Find the needle in a haystack

  • Built-in super fast search
  • Search in seconds using any words - 401K or IRA
  • With tags attached to each note, you can be focused on your search

Handwritten notes

  • Review your handwritten notes from anywhere
  • Automatically attached to the client and meeting
  • Your team have immediate access to your notes

Prepare agendas in minutes

  • Save your own words as micro-templates for repeated future use
  • With flexible fields, you can customize in seconds
  • Your team can use your words going forward

Create formal agendas without formatting hassles

  • Customize your templates once - use over and over
  • Generate multiple documents in seconds
  • Built-in email send capability using your email
Formal Agends prepared in seconds in Pulse360

Preparing for client reviews should NOT take you hours!

Pulse360 was built to save your financial advisor practice time and hassle.

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Made with ♥ in Riverside, CA & Farnham, UK
© 2021 Pulse360, Inc. All rights Reserved.
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