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
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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