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

By integrating with Redtail CRM, Pulse360, a software for financial advisor automatically synchronizes notes to the CRM.

Wealthbox CRM integrates with Pulse360 — By integrating with Wealthbox CRM, Pulse360, a software for financial advisor automatically synchronizes notes to the CRM.

Salentica integrates with Pulse360 — By integrating with Salentica, Pulse360, a software for financial advisor automatically synchronizes notes to the CRM.

Practifi integration with Pulse360 - software for financial advisors

Create Riskalyze Risk Questionnaire links directly within Pulse360.

PreciseFP integrated into Pulse360 - software for financial advisors

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 advisors

2023 Wealthies finalist Pulse360, software for financial advisors

T3 All Star Technology for Financial Advisors

Tasks created in Redtail CRM, Wealthbox CRM and Salesforce CRM from Pulse360 - automatically for financial advisors

After a meeting, instead of manually creating multiple tasks...get them auto-created from Pulse360 with a few clicks.

Eliminate double-triple work - automatically create tasks in your CRM from Pulse360

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

Professional

You are a professional and want to send meeting summaries to your clients

Systematize financial advisor practices using Pulse360

Systematic

You believe in streamlining and having systems

Growing

You are growing and not afraid to implement change to get scale

Automate financial advisor practice using Pulse360

Automation

By systematizing, you can automate. You are excited to use technology to eliminate double work

$1800 a month can be saved by streamlining. How much will you save?

Do meeting prep and summaries in 25-minutes vs. 50+ minutes using old technology and process. Get back half the time!

See a Demo

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