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"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."

"I use it to create our summary financial plan and action list report. Having the notes library and the the document template already formatted reduced the time it takes to do generate our summary reports versus using Word. The merge fields save time as well."

"It is my number 1 recommended software to other advisors. Notes, Notes, Notes, documentation. It streamlines my process. My old process was taking notes and typing them into my CRM as soon as possible. Now I just take the notes and don't have to recreate my verbiage every time. It allows me to be more consistent. It saves me time. I never have enough time in my day and anywhere I can streamline is great."