Keep track of all your meeting notes with tags

Individually tagging each of your meeting notes, means no more looking for a needle in a haystack.

Example: You need to remember to discuss education funding for next meeting.

Just tag the meeting note
Next Meeting Tag for Meeting Notes
In seconds, pull up specific notes with "next meeting" tag

Imagine always being on top of your meetings with clients and prospects.

By customizing tags for your practice, it will keep you, the financial advisor, and your entire team focused on what needs to be discussed - without skipping a beat.
Custom Tags for Meeting Notes in Pulse360

Subscribe to our newsletter

For financial advisor practice management tips & insights, opinions (and maybe a little bit of humor!) delivered direct to your inbox
Made with ♥ in Riverside, CA & Farnham, UK
© 2021 Pulse360, Inc. All rights Reserved.
linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram