Financial Advisors, feel accomplished, not backlogged

Be on your A-game and wow your clients by streamlining your meeting prep, notes, and delivering lightining-fast meeting summaries.
Salesforce CRM, Salentica & XLR8 integrates with Pulse360Salentica integrates with Pulse360XLR8 integrates with Pulse360Practifi integration with Pulse360 - software for financial advisorsPreciseFP integrated into Pulse360 - software for financial advisors

Deep integrations, so you don't have to do double the work

Salesforce CRM, Salentica & XLR8 integrates with Pulse360

As a professional, you don't have to cut corners with meeting prep

To be on your A-game, it all starts with always having a pulse on everything about the client before the actual meeting. Now, you and your clients can go into the meeting well-prepared - knowing you didn't cut any corners in prep.
Never forget anything
With powerful search capability, there is no chance for you to miss anything about a client.
Wow your clients with professional agendas
Easily and consistently prepare & send professional looking personalized agendas to wow your clients and prospects.
Don't get caught off-guard ever again
Simple system to store all of your next meeting discussion points. Pull it up in seconds.
Separate agendas for you and for your clients
Add your internal non-client facing notes on the advisor agenda. Client agenda will automatically not show those.
Sending an agenda shows your professionalism.
"Saves me lots of time on repetitive tasks and similar information that needs to be communicated. It has really sped up my client review agenda process."
Martha Williams - Financial Advisor using Pulse360

Martha Williams

Williams Wealth Services

Consistently send professional agendas to wow your clients and prospects

You or your clients no longer need to go into the meeting unprepared

Taking notes during the meeting doesn't have to create a bottleneck

Now you can drop the hodge-podge of how you take notes during the meeting. You can handwrite notes, search for them, draw on charts, type in meeting notes - all in a single place.
No more "where's my handwritten notes?"
Instead of paper, use an iPad to take handwritten notes directly in Pulse360. Easily find them under the client and meetings.
Make it visual for clients
You can paste charts in and use the pencil to draw on them to make it more visual for your clients. Automatically saved for later reference.
Cut four steps out
Waiting for your notes, scanning paper notes, naming the file and saving in the client folder - all in the past. Handwritten notes automatically organized for you.
Streamline typing your notes
If you prefer typing during the meeting, drop Microsoft Word or Google Docs. Do it in Pulse360 and with a single button click, it syncs to your Redtail, Wealthbox or Salesforce CRM.
financial advisors handwritten notes paper
"It’s taking me anywhere between 50%–75% LESS time to do meeting notes"
Jonathan Howard, Financial Advisor using Pulse360

Jonathan Howard

SeaCure Advisors

Don't create a bottleneck during the meeting

Take meeting notes in a single place - be it handwritten or typed notes

Make your clients happy by sending lightining-fast meeting summaries

Manage all social campaigns on one platform. Plan, create, and schedule eye-catching posts to be published to the right channels at the right time.
Lightning-fast meeting summaries
A systematic approach to creating and sending meeting summaries for your entire practice. In no time, you will be sending summaries immediately after the meeting.
Stop re-inventing the wheel
Every meeting summary, you can keep typing from scratch. Or save a ridiculous amount of time by using baseline templates to craft highly personalized recommendations.
Automate tasks & workflows
Stop working so hard. Eliminate multiple steps after every meeting by automatically creating tasks and triggering your CRM workflows.
Show your value
Create and send different deliverables - from annual summaries to one-page financial plan summary.
client summary by financial advisor pulse360
"I used to take work home on the weekends. I don't anymore."
Financial Advisor using Pulse360 to send meeting summaries

Rich Oring

New Century Financial Group

Wow your clients by consistently sending a meeting summary.

Apply a consistent and repeatable process to preparing & sending out compliant client meeting summaries.

Getting started is easy

Schedule Your Demo

First step, schedule your demo to get aligned around your vision and goals for your practice
Schedule your demo

Start Your Trial

Sign up for a 30-day trial and kick the tires
Sign up to start trial

Onboarding

Let's focus on what is important to you and show you how to accomplish it
Sign up and start onboarding
Our Testimonials

What financial advisors say about us

Financial advisors can create agendas and meeting follow-ups

Can Pulse360 transform your practice?

We are not a fit for everyone. We have advisors that gain tremondous amount of time back, have their clients thank them and more.

We have seen others that decide Pulse360 is not for them. See if it is right for you.
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