For our friends in the press

Our North Pole is to Make Financial Advisors 50% More Productive

We welcome all media inquiries. Please get in touch by email and we’ll be with you in a jiffy.

New Category

Even Kitces's Tech Map doesn't have a "communications" category. That's the missing technogy we built.

No Other Players

We are first to market with an all-in-one software to help financial advisors write client follow-ups in half the time.

Our Gaurantee

We offer financial advisors a 90-day money back guarantee. No other software firm does this in our industry.

Pulse360's Vision for Financial Advisors

If technology less powerful than our smartphones can put a man on the moon, why are today’s financial advisors still in the dark ages when it comes to automation?

To succeed in this complex regulatory environment (where shrinking margins and high client expectations are becoming the norm) advisors need to find ways to work more efficiently.

Our Solution - Software Designed by - and for - Financial Advisor

With 20 years’ plus experience in the financial advisory sector CEO and co-founder Anand Sheth identified a specific workflow lag: The excessive time it takes to create accurate, compliant post-meeting summaries and documentation.

Alongside expert software designer and co-founder James Hill, he set out to solve this problem. The result: A new, innovative technology that streamlines key workflow processes.

The patent-pending software provides a standalone solution yet integrates seamlessly with existing CRM systems. As a small startup we have a big aim: To help financial advisors overcome the operational challenges holding them back and safeguard their much-needed advisory service.

Our goal is to make them at least 50% more productive by creating technology that works the way they do with technology they already use.

Download Media Assets

Please feel free to download our logos, screenshots, photos and other assorted media.

Pulse360 Media Assets

Our Integration Promise to Financial Advisors

We know, financial advisors have had a less than ideal experience when it comes to technology integrations.

As a result of our two decades of experience being in advisor's shoes, we promise to focus on deep integrations and make sure they work seamlessly. We are not interested in superficial integrations.

We work with the following financial advisory technologies.

Pulse360 Company Information

If you still have questions, please contact us.

Founding

Pulse360 was founded in 2019 by Anand Sheth (CEO) and James Hill (CTO).

Launch Date

We publicly launched our software on May 4, 2020. If you are a Star Wars fan, you know the significance of the date.

Yes, we launched in the middle of a pandemic.

Team Size

Fully remote team of 4 full-time and 9 part-time spanning the globe.

Company Type

Subscription based software designed exclusively for financial advisors.

Company Location

3499 Tenth Street, Riverside, CA 92501

Interesting Facts

We continue to innovate at a break-neck speed. From May 2020 to May 2021, we have launched 15 new major features. Each feature, on its own, eliminates or saves double work.

We have filed 2 patents.