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Automatic Task Creation

Financial Advisors, instantly eliminate the double work you do every day

You send client an email and then manually create a follow-up task in your CRM. Eliminate that double work by automating task creation.
No More Double Work
Imagine emailing a client and your follow-up tasks are automatically created for you. You can do that now.
Automation
Create a task template once and our automatic task creation process will take over. Instantly get your time back.
CRM Integration
Tasks will be automatically created in Redtail CRM, Wealthbox & Salesforce CRM.

Where does your time go?

Working manually eats up your time without you even knowing.

Get back your time.

No more double work

You send an email to your client. You have to manually create a task in your CRM so you can follow-up. And what if you get caught up on a call. That task may never get created. Yuck.

We know this problem and built the ability for you to eliminate the manual task creation process entirely.  You focus on your clients, while letting our technology help you.
eliminate double work financial advisors
task templates automation financial advisors

Automate your practice

Imagine just emailing your clients and all your tasks for your teams automatically being created. How much time and headache will that save you?

You can do that now. Create a task template once, and let automation free you up.

Integrated with your CRM

You waste time jumping back and forth between applications for your daily activity.

Our technology jumps back and forth for you now.  We create the tasks in Redtail CRM, Wealthbox and Saleforce  - all automatically.  And in fact, if you mark the task complete in your CRM, you will see that in Pulse360.
tasks created automatically redtailcrm wealthbox salesforce

"streamlining my workflows"

"Streamlining my workflows and automating some client communication."
Josh Stubbolo
Family Legacy Financial Solutions

Get back your time - Start your free trial right away

Getting started is easy with our 1-on-1 onboarding customized to you.
Pulse360 Founder Anand Sheth

Let's discuss how to make your firm efficient

We built Pulse360 using our two decades of experience in the financial advisory world helping financial advisors grow and scale their practices.

Let's connect to see how your firm can systematize and be ready to scale without the growing pains.

Get back your time - Start your free trial right away

Getting started is easy with our 1-on-1 onboarding customized to you.
Made with ❤️ in Riverside, CA & Farnham, UK
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