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." ✌️
Pulse360 will save you a lot more than 3-minutes a week. ⌛ Michael Kitces, Kitces.com
Savings Calculator
Enter your number of meetings per week
h
Enter your hourly rate
$
The average hourly rate for a financial advisor is $100 per hour
For managers who want to work better with their teams.
$35
per user, per month
Free 30-day trial, no credit card required
Plug and play, for teams of all sizes
Dedicated team support to answer all your questions
Available in English and French
Works on mobile and desktop
It's secure: data encryption, European hosting, GDPR compliant
We estimate it will take you 25-minutes (instead of 50-minutes) for prep and follow-up once you have implemented our best practices using Pulse360. The formula is simple: (# of meetings x 50 minutes) - (# of meetings x 25 minutes) = time saved. Then, time saved x hourly rate gives you the dollar figure saved. We convert this to a monthly #. Your results may vary in practice based on your complexity and if you implement our best practices.
