The guarantee applied to subscriptions prior to July 1st 2022.

A 90-day no-quibble money-back guarantee

We want you to get value for your money.
We have built the meeting documentation software for you, the financial advisor. Our goal is to save you at least 50% of your time.

If the software falls short after we train you, you can have your money back within the first 90-days.

All we ask is you set up time with us for your onboarding and training.

So, you’ve got nothing to lose - except the prospect of saving precious time, working more efficiently and growing your business like other advisors already have.

To request a refund, please drop us an email below. 👇

With personlaized training, we can help you save a ton of time.

Do you want cancel or try and see if we can save you time?
Note - if you are within the 90-day period, we will automatically process a refund when requesting cancellation.

Frequently Asked Questions

If this doesn't answer your questions, please email us at
If I cancel, what happens to my data?
Unless you request a data export, we wipe all of your workspace data within 72-hours.
Can I request my data?
Your data belongs to you. Yes, just let us know when requesting cancellation.

Note, we will provide you with CSV files. Due to the nature of how we store data, you will get multiple CSV files with all your data organized by the database tables we use.
What about my hand written notes?
For any handwritten notes within our application, we can provide you PDFs.

At this time, there is a charge for this service since we have to manually process this. We hope to automate this in future to avoid this charge.

You can always create PDFs yourself from within Pulse360 application that we make available to you.
Why should I not cancel?
Sometimes tech won't be a good fit. But you won't know until you dedicate a bit of time to it.

We recommend you consider speaking with us before to see if you too can gain the time savings that other advisors are enjoying.

We have found that an investment of time to understanding your needs and your ability to dedicate a bit of time to training will set you up for success. Pulse360 is a system for your practice - now and in the future. It takes time to set it up for you to get the 10x value. But we promise you will.
Are there any catch to the 90-day money back guarantee?
No catch. We just ask that you make a good faith effort to trying it out for your practice and work with us to get some training. 👈 That is not a requirement but helpful for us to understand where we need to improve. And who knows, you may see the time savings that other advisors get.
Anything else I need to know before I cancel?
Yes. If you have connected your email, we request that you login to pulse360 and "Revoke" the access.

Due to the nature of security, we can't revoke that access - only you can.

If you didn't, no issues. You can check your email provider security settings and remove Pulse360 approval.
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