Your goal: Protect Your Practice
Peace of Mind
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Rollover Compliance
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Fee Integrity
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Effortless Compliance
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Financial Advisors, easily create professional-looking meeting summaries using NoteGenius AI

Defensibility delivered

Taking notes is not enough to protect your practice. Avoid "he said, she said" by using our NoteGenius AI to convert your meeting notes into client-facing professional deliverables. 
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Easy rollover compliance

Instead of reinventing the wheel for every rollover, use the Pulse360 library feature to easily add your rationale for rollover. Rationale will automatically be added to your CRM for compliance review.
A customized rationale is much better for the client than a bunch of disclosure-level language that gets ignored.
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Financial Advisors, use Pulse360's library feature to quickly add rationale for 401(k) rollover
Meet compliance requirements for advice engagement

Ensuring fee integrity

Quickly visualize the range of discussions held with clients to ensure compliance with what you have promised to cover in the advisory engagement. Don't risk refunds.
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Answer compliance questions rapidly

When compliance requests more information, stop wasting time digging for answers.  Instead, save valuable time by easily retrieving your well-documented recommendations and rationale for compliance review.
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Financial Advisors, quickly answer compliance questions using tags and our filters
“engine for client communication”
Yohance - A financial advisor that uses Pulse360
“Pulse has been a game changer in helping us document notes/advice/strategy in a concise manner that clients expect! Pulse is our engine for client communication and advice. We cannot scale advice-based relationships w/o it. "?
Yohance Harrison
Financial Advisor

Eliminate double work with our integrations

Redtail CRM integrates with Pulse360
Salesforce CRM, Salentica & XLR8 integrates with Pulse360
Pulse360 integrates with Nitrogen (formerly Riskalyze)
Salentica integrates with Pulse360
XLR8 integrates with Pulse360
Practifi integration with Pulse360 - software for financial advisors
PreciseFP integrated into Pulse360 - software for financial advisors

Start your 90-day trial right away

Getting started is easy with our 1-on-1 onboarding customized to you.
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