Will I need to change the way I work?
Sort of. The traditional way of documenting and communicating your advice takes up endless hours - hours that could be better spent elsewhere.
For example, 99% of financial advisors are writing similar advice to different clients from scratch every time. That is not scalable or efficient.
We developled Pulse360 using two decades of experience implementing the system that helps practices scale, grow and maintain some sanity.
Pulse360 represents a far better way to work using templates.
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.
What are note templates and why are they useful?
With Pulse360 you capture your advice in what we’ve termed ‘note templates’. Create a master note template - then fill with advice tailored to specific clients. Save that specific advice as a ‘note template and use again and again - saving you tons of time from writing from scratch.
Can I enter my own note templates?
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!
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.
Do you replace my current financial planning software?
With Pulse360 you can create client-friendly financial planning summaries based on the output from your planning software that your clients will love.
However, Pulse360 is not a financial planning software like eMoney, MoneyGuide Pro, Right Capital, Asset Map or Naviplan - so you’ll continue to use your current software to plan and analyze.
Can I be sure my clients will receive personalized - not standardized advice?
You strive to offer personalized service to your clients. However, in common with most other financial advisors, you probably spend 80% of your time providing the similar type of advice to clients. From small business owners to pre-retirees, all tend to have similar needs.
With the power of flexible fields you can build your own note templates to customize your documents. That way you can provide clients with advice that’s tailored exactly to them.
For example, how many different way, can you type this note:
((Client X)), please bring your ((Year)) tax statement to your next appointment.
By adding the brackets to areas where you need to add client specific information, your note templates are reusable hundreds of times without you typing them from scratch hundreds of times. Simply add the relevant text within the brackets to customize your documents.
Even if your advice to one client is truly unique it still makes sense to create a note template - you never know when you may need to use it again.
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.
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.
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.
Who owns the data?
Quite simply you own all your data (the only exception being Pulse360’s pre-populated note templates - on license to you to use).
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).
Do you work with our Broker/Dealer?
Ameritas has approved us to be used by their financial advisors.
We are currently in talks with several broker/dealers. Naturally this process takes time. Reach out to us if you want us to talk to your broker/dealer.