Systematize the creation of your agenda and meeting summary using automation, AI, and our template framework—no more wasting time doing it the old way.
Let NoteGenius AI help you easily create polished agendas and summaries at scale and even integrate tasks into your CRM, whether it's Redtail, Wealthbox, or Salesforce.
As a financial advisor, the client's goals, dreams, and wishes are more important than numbers. With Pulse360, you can easily highlight those to bring the focus back to why clients hired you in the first place.
Share a Bucket List Summary with your clients and see their eye's lighten up more than any returns
Organizing all the nuances you capture when speaking with clients is hard. No more. With Pulse360, you have access to a powerful and easy organization system to capture all your clients' nuances. Then, with our templates, you can share your clients' goals, beliefs, values, and more.
Trust isn't won with just a smile. To earn client's trust, you have to show them that you are on top of it — ALL of the time. Consistency builds trust.
As a growing financial advisor, you need a dependable & scalable system to help deliver a next-level client experience that drives trust higher. Pulse360 helps you develop and execute systems that scale - from onboarding to follow-ups.
“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
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Getting started is easy with our 1-on-1 onboarding customized to you.
