We’ve put together some commonly asked questions to give you more information about Pulse360 software. If you don’t find the answer to your question please get in touch below.
Frequently Asked Questions
Do I really need to change the way I work?
The traditional way of documenting and communicating your advice takes up endless hours - hours that could be better spent elsewhere. Pulse360 represents a far better way to work. And you can try our software at no risk, with our no-quibble 90 day guarantee. If you decide the system is not right for you, you’ll get your money back.
Can I be sure my clients will receive personalized - not standardized - advice?
You strive to offer a personalized service to your clients. However, in common with most other advisors, probably spend 80% of your time providing the same type of advice to clients. From small business owners to pre-retirees, all tend to have similar needs.
With the power of PULSE360’s flexible fields you can build your own micro-templates to customize your documents. That way you can provide clients with advice that’s tailored exactly to them.
((Client X)), please bring your ((Year)) tax statement to your next appointment.
Now you can simply add the relevant text within the curly brackets to customize your documents. Meaning no more tedious time rewriting the same documents - they’re ready to go in an instant.
Even if your advice to one client is truly unique it still makes sense to create a micro-template - you never know when you may need to use it again.
What are micro-templates and why are they useful?
With Pulse360 you capture your advice in what we’ve termed ‘micro-templates’. Create a master template - then fill with advice tailored to specific clients. Save that specific advice as a ‘micro-template and use again and again.
Can I use my own language to communicate my advice?
Absolutely! Pulse360 was designed exactly for this purpose. Although our templates are pre-populated with standardized advice you can change it to reflect your own style of writing.
Simply add in your own advice, in your own words, and use over and over. It couldn’t be easier!
What’s the best way to input advice?
To make optimum use of the software you’ll need to fill the fields with your own advice. Then you can re-use this advice multiple times, saving you hours of practice time.
There are two ways to accomplish this and achieve significant time-savings.
Add in your advice, first-hand - as you’re holding meetings.
To save even more time, direct a junior colleague to retrieve your personal notes and input these into Pulse360.
How much training will our team need?
Our aim is to make Pulse360 as user-friendly as possible. Since most advisors are familiar with the Excel style format of columns we incorporated this into the design.
Our detailed walkthroughs and demos are there to get you up and running in no time. And look out for our forthcoming webinars where you can get answers to any questions you may have along with tips on how to optimize your Pulse360 experience.
If, in the meantime, you have any questions, don’t hesitate to reach out to us.
Who owns the data?
Quite simply you own all the data (the only exception being Pulse360’s pre-populated micro-templates - on license to you to use).
Does PULSE360 replace my current planning software?
Pulse360 is not financial planning software - so you’ll continue to use your current software to plan and analyze.
Pulse360 software enables you to prepare accurate, client-friendly summaries based on the output of your planning software. You’ll quickly be able to create and store your advice centrally so your team can search and access it. No more having to search through PDFs or trawl through other software systems to find your recommendations.
I already store my notes in my CRM - why change to Pulse360?
Pulse360 is not a 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 micro-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, Wealthbox, and Salesforce.
Your CRM is a mainstay of your practice. But CRMs, however powerful, can’t perform the kind of tasks Pulse360 is designed to do: Document and communicate one to one, at scale.
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 30 seconds or less.
I dictate my notes - is Pulse360 the right system for my practice?
Copytalk and Mobile Assistant are great tools and can form the basis of quality documentation. Pulse360 is ideal in this situation - a member of your team can use your words to create client-facing advice and send follow-ups in just minutes.
We’re a paperless office - does Pulse360 support this?
It’s great that you’ve achieved paperless status! It's a goal for all financial advisors. Just because our demos feature paper documents that doesn’t mean you need to resort to paper. Simply save PDFs instead. There’s no need to generate physical documents, simply use the software’s built-in search function to find the information you need. No need to print.
Before I go ahead can you show me exactly what Pulse360 can do or my practice?
As a practice manager for over 20 years, CEO Anand Sheth prepared and ran thousands of financial plans using a wide variety of financial planning software - including Proprietary, Naviplan, MoneyGuidePro, Personal Capital, and Excel.
Based on his wealth of experience he began to see cracks in the workflow system. He realized that not having a tax return is the smaller problem - it was just a lagging indicator. And it is not about the team dropping the ball or if a client has sent that in or not. The bigger problem is that relevant information is not surfacing when needed - a leading indicator.
What if the financial planning analyst didn't even know that it would be required for a particular scenario you wanted run - because that detail was buried in a meeting you had a year or 2 ago. There is simply not an easy way to pull up all of the nuggets of information from past meetings. A second meeting will be scheduled. Not only does this waste your time - but puts a big question-mark about your professionalism in your clients’ minds.
This happens more times than one may think and not just across tax returns. Social Security statements, Pension Statements, etc. As a business owner you can’t ignore these red flags.
Pulse360 allows you to store and organize your information so anyone in your team - not just you - can find it in a hurry. Having the ability to harness and use that information will transform the way you work. Not only will you work more productivity - but you’ll exceed your clients’ expectations.
Where is all the data stored?
All the information within Pulse360 is stored on Amazon’s AWS service. Read more about Security here.
Once synchronization between your CRM and Pulse360 is set up, your notes are automatically added to your CRM (Redtail, Wealthbox or Salesforce).
I have another question.
We would be happy to answer any and all questions. Please reach out to us by clicking this link. Alternatively, please send your questions to firstname.lastname@example.org.