Drive more referrals

Set your practice up to consistently deliver the Ritz-Carlton client experience

Simplified Pricing

Full-featured plans

WHAT'S INCLUDED

NoteGenius AI
CRM Integrations - Notes, tasks & workflows
Template Builder
Centralized Documents

Pro Plan

$199

Sign up - Drive referrals
monthly for up to 3 users
14-day money back trial

Team Plan

$299

Sign up - Drive referrals
monthly for up to 5 users
14-day money back trial

Add-on: CaptureGenius

Add meeting recording and dictation to your plan

WHAT'S INCLUDED

Capture audio / video recording
Up to 40 hours a month of recordings
93% accurate transcription
Compliant for SEC/Finra requirements

Add-on

Include?

$99

per month

Add-on: Dictation only

Add dictation to your plan

WHAT'S INCLUDED

Dictate your notes
Up to 20 hours a month of dictation
93% accurate transcription
Compliant for SEC/Finra requirements

Add-on

Include?

$49

per month

What you can achieve

Pulse360 has several different use cases for your practice based on two-decades of experience running top practices

Wow Your Prospects

It costs you $3K to convert a single prospect. Have a system around this so you wow your prospects.

Wow Your Clients

Deliver the Ritz-Carlton experience to your clients without hiring an army of people. Our organization and systems will make this easy.

Drive Referrals

By wow'ing your clients and CPAs, you can be best positioned to receive more referrals. We got you covered.

Track Client's Values & Beliefs

Show your clients that you have been listening to them

Goals Deliverables

Share a professional deliverable to your clients showing the goals you are helping them with

Track Your Value

Don't bury areas where you have delivered value to your clients. Easily track it.

Planning Deliverables

Complex financial planning deliverables made easy and scalable

Track Opportunities

Don't drop opportunities because you are busy to get it organized. 

Be Proactive

Don't wait for meetings. Be proactive so clients see that you are there for them
And a lot more

Features & Benefits

Equipping you with a powerful set of tools to help you deliver the Ritz-Carlton client service that drives referrals

CRM Integrations

Streamlines notes, tasks, and workflows in one place. Deep connection with Redtail, Wealthbox and Salesforce

Email Integration

No copy/paste and formatting fuss. Our built-in integration with your emails means your emails will come from your email looking professional. 

Template Builder

Deliver consistency and professionalism to your clients with build-once, use multiple times templates.

NoteGenius AI

1-click meeting notes to tasks, summaries, and organization.

Organization System

Lack of organization is the biggest bottleneck of your practice. Organize your advice with better with Topics, Subtopics, and Tags

CaptureGenius

No more manual note-taking. Record your meetings and have a transcript & summary of your meetings. 

Service Emails

Eliminate headache of crafting service emails, like onboarding, from scratch. Centralize them & be consistent easily.

Library

Why re-invent the wheel? Use the library feature to store your advice and processes. One click and you will accomplish five things.

Your 2nd Brain

Combining powerful organization system with our equally powerful search, your information is at your fingertips when you need it. 
And a lot more

Eliminate your double work with our integrations

Salesforce CRM, Salentica & XLR8 integrates with Pulse360
Wealthbox CRM integrates with Pulse360
Salentica integrates with Pulse360
Practifi integration with Pulse360 - software for financial advisors
XLR8 integrates with Pulse360
Pulse360 integrates with Nitrogen (formerly Riskalyze)
PreciseFP integrated into Pulse360 - software for financial advisors
Salesforce CRM, Salentica & XLR8 integrates with Pulse360
Wealthbox CRM integrates with Pulse360
Salentica integrates with Pulse360
Practifi integration with Pulse360 - software for financial advisors
XLR8 integrates with Pulse360
Pulse360 integrates with Nitrogen (formerly Riskalyze)
PreciseFP integrated into Pulse360 - software for financial advisors
Salesforce CRM, Salentica & XLR8 integrates with Pulse360
Wealthbox CRM integrates with Pulse360
Salentica integrates with Pulse360
Practifi integration with Pulse360 - software for financial advisors
XLR8 integrates with Pulse360
Pulse360 integrates with Nitrogen (formerly Riskalyze)
PreciseFP integrated into Pulse360 - software for financial advisors
Made with ❤️ in Riverside, CA & Farnham, UK
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