NoteGenius - the easy button for financial advisors to shine as professionals after a client meeting

Go from shorthand notes to organized notes > synced to CRM > tasks created in CRM and professional meeting summary done in one click.
Start 90-day trial for only $90
Limited time launch offer
or Try NoteGenius
Our integrations cut out your double work
Pulse has been a game changer in helping us document notes/advice/strategy concisely that clients expect! Pulse is our engine for client communication and advice. ✌️

We cannot scale advice-based relationships without it.?
Yohance Harrison, Financial Advisor
Yohance - A financial advisor that uses Pulse360

Convert your short-hand notes to a professional meeting summary in 1-click

Email summary created by notegenius - pulse360 - for financial advisors
Wow your clients! Consistent, repeatable, and scalable system for creating professional client deliverables. 
Industry loves what we have built for you
XYPN AdvisorTech Expo finalist Pulse360, software for financial advisors2023 Wealthies finalist Pulse360, software for financial advisorsT3 All Star Technology for Financial Advisors

Increase your practice value by having organized meeting notes

Organize meeting notes by topics for financial advisors
And have a pulse on what you have discussed with your clients

Is Pulse360 right for my practice?

financial advisor using pulse360 to wow their clients
You are a professional and want to send meeting summaries to your clients
Systematize financial advisor practices using Pulse360
You believe in streamlining and having systems
Growing financial advisor practices use Pulse360
You are growing and not afraid to implement change to get scale
Automate financial advisor practice using Pulse360
By systematizing, you can automate. You are excited to use technology to eliminate double work

Start your 90-day trial of Pulse360 today

Start wowing your clients
90-day trial for $90
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