Prepare Meeting Summaries in 80% less time.

All-in-one tool for your entire meeting process - from meeting agendas to summaries
finding financial advisor handwritten notes software

“will save you a lot more than 3-minutes a week”

Financial Advisors, waste a ludicrous amount of time. Michael Kitces said
Financial Advisors, you “waste a ludicrous amount of time in meeting preps & follow-ups. If you just save 3-minutes a week, Pulse360 pays for itself in terms of ROI."
Michael Kitces
Quote from @ XYPN Conference

Look professional, be professional - without a ton of manual work.

You got into this business to help clients. Not to get overwhelmed with manual work.

With Pulse360, you can systematize your practice to consistently deliver on your professional promise.

01

Before the Meeting
Easily prepare and send agenda to your clients - look professional

02

During the Meeting
Take handwritten notes or type notes directly in Pulse360

03

Post Meeting
Send a professional meeting summary - in minutes

Eliminate double work with our integrations

Salesforce CRM, Salentica & XLR8 integrates with Pulse360
Create Riskalyze Risk Questionnaire links directly within Pulse360.
Salentica integrates with Pulse360
XLR8 integrates with Pulse360
Practifi integration with Pulse360 - software for financial advisors
PreciseFP integrated into Pulse360 - software for financial advisors
Hurry, savings end July 1st

Subscription Plans

Sign up and get a 30-day trial for any of our Pro Plans.
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Save 25%
Starter Plan

$20

per user / month
Save 25%
Pro Plan

$49

1st user / month
Save 17%
Team Pro Plan

$149

5 users / month

Frequently Asked Questions

Will I need to change the way I work?
If you're like most financial advisors, you spend a lot of time writing advice for your clients. And if you're like most financial advisors, you're probably not too thrilled about it. After all, it's time-consuming, and it's not exactly the most exciting way to use your skills.

Fortunately, there's a better way - if you are not opposed to a change. With Pulse360, you can use templates to quickly generate custom advice for your clients. This means that you can spend less time writing and more time doing what you love. And if that's not enough to convince you, remember that we offer a no-risk 90-day guarantee.

So why not give Pulse360 a try today? You may just find that it's the best thing since sliced bread.
How much training will our team need?
We have found that a couple of 1 on 1 training sessions is all it takes to get you up and running. Our detailed walkthroughs and demos are also availalble to quickly answer any questions.

And if you have any questions, you can always reach out to us. We pride in deliver value and service to you.
Can I be sure my clients will receive personalized - not standardized advice?
Short answer: Absolutely - you start with a baseline template and customize and personalize to your heart's content.
I already store my notes in my CRM - why change to Pulse360?
Pulse360 is not a CRM like Redtail CRM, Wealthbox CRM, Salesforce CRM or any other financial advisor CRM.

Typically the notes you enter in a CRM are short-hand because you and your team want to quickly get those notes in. Using Pulse360, you have the power of short-hand to convert to client facing notes via the note templates. This avoids you having to do the same work twice if you want to then send out a follow-up based on your "short-hand" notes.

Pulse360 currently integrates with Redtail CRM, Wealthbox CRM, and Salesforce CRM.

Combine your CRM with the power of Pulse360 and you will be able to power up your notes and create a follow-up Annual Summary in 20-seconds or less.

Start your trial and lock-in your savings

The savings end July 1st
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