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ABOUT | PULSE360
Anand Sheth. With over 20 years’ plus experience in the financial advisory industry, Anand understands only too well the high workload faced by advisors today. His goal is to minimize that workload by automating daily tasks with powerful, easy to implement technology. That way advisors can save time, stay compliant, and grow theirbusiness.
PRESS | PULSE360
Company Information. Founded: 2019 in Riverside, CA by Anand Sheth (CEO) and James Hill (CTO) Company Type: Subscription based software designed exclusively for Financial Advisors. Team Size: Remote team of 4 full-time and 9 part-time. Company Address: 3499 Tenth Street, Riverside, CA 92501. ADVICE DOCUMENTED IN HALF THE TIME FOR LESS THAN $2 A DAY With two different plans, financial advisors can select a plan that works best for their practice in managing meeting notes better.PLANNING NOTES
Pulse360 is not financial planning software - so you’ll continue to use your current software to plan and analyze. Pulse360 software enables you to prepare accurate, client-friendly summaries based on the output of your planning software. You’ll quickly be able to create and store your advice centrally so your team can search andaccess it.
SIGNUP - STARTER PLAN You don't need to let old technology burden your practice anymore. Systemize your meeting notes now by signing up below.FAQ | PULSE360
Using Pulse360, you have the power of short-hand to convert to client facing notes via the micro-templates. This avoids you having to do the same work twice if you want to then send out a follow-up based on your "short-hand" notes. Pulse360 currently integrates with Redtail, Wealthbox, and Salesforce. Your CRM is a mainstay of your practice. BLOG - PULSE360 - WIN BACK TIME Anand Sheth. How do you keep track of the important nuggets of information that you uncovered during a client meeting? When you promise to address a topic at the next meeting, how do you make sure you remember to put that topic on the agenda? Do you create tasks for PULSE360 - DOCUMENT YOUR ADVICE - FINANCIAL ADVISORS, STOP Pulse360 - Document Your Advice - Financial Advisors, stop wasting time documenting your advice.PULSE360.COM
Moved Permanently. The document has moved here. FINANCIAL ADVISORS, ALL YOUR MEETING NOTES IN ONE PLACEUSE CASESINTEGRATIONSPRICINGBLOGANNUAL SUMMARYPROSPECTS Don't just store your meeting notes - make them actionable, searchable, repeatable. Your meeting notes are the lifeblood of your practice - use ONE system to take notes, organize and communicate action items to your clients and prospects. Automate Your Practice - Schedule a Demo. Sign up for a Free 30-day Trial.ABOUT | PULSE360
Anand Sheth. With over 20 years’ plus experience in the financial advisory industry, Anand understands only too well the high workload faced by advisors today. His goal is to minimize that workload by automating daily tasks with powerful, easy to implement technology. That way advisors can save time, stay compliant, and grow theirbusiness.
PRESS | PULSE360
Company Information. Founded: 2019 in Riverside, CA by Anand Sheth (CEO) and James Hill (CTO) Company Type: Subscription based software designed exclusively for Financial Advisors. Team Size: Remote team of 4 full-time and 9 part-time. Company Address: 3499 Tenth Street, Riverside, CA 92501. ADVICE DOCUMENTED IN HALF THE TIME FOR LESS THAN $2 A DAY With two different plans, financial advisors can select a plan that works best for their practice in managing meeting notes better.PLANNING NOTES
Pulse360 is not financial planning software - so you’ll continue to use your current software to plan and analyze. Pulse360 software enables you to prepare accurate, client-friendly summaries based on the output of your planning software. You’ll quickly be able to create and store your advice centrally so your team can search andaccess it.
SIGNUP - STARTER PLAN You don't need to let old technology burden your practice anymore. Systemize your meeting notes now by signing up below.FAQ | PULSE360
Using Pulse360, you have the power of short-hand to convert to client facing notes via the micro-templates. This avoids you having to do the same work twice if you want to then send out a follow-up based on your "short-hand" notes. Pulse360 currently integrates with Redtail, Wealthbox, and Salesforce. Your CRM is a mainstay of your practice. BLOG - PULSE360 - WIN BACK TIME Anand Sheth. How do you keep track of the important nuggets of information that you uncovered during a client meeting? When you promise to address a topic at the next meeting, how do you make sure you remember to put that topic on the agenda? Do you create tasks for PULSE360 - DOCUMENT YOUR ADVICE - FINANCIAL ADVISORS, STOP Pulse360 - Document Your Advice - Financial Advisors, stop wasting time documenting your advice.PULSE360.COM
Moved Permanently. The document has moved here.ABOUT | PULSE360
Anand Sheth. With over 20 years’ plus experience in the financial advisory industry, Anand understands only too well the high workload faced by advisors today. His goal is to minimize that workload by automating daily tasks with powerful, easy to implement technology. That way advisors can save time, stay compliant, and grow theirbusiness.
PROSPECTS | PULSE360 angle-double-down. Meeting Preparation. Hand written notes. Automatic Task Creation. Automatic Workflow Triggers. Find all of your meeting notes. Annual Summary. Prospects. Planning Notes.ANNUAL SUMMARY
Create and send out annual summary in 20 seconds or less. Delegate directly to junior members and free up senior staff’s time. This opens in a new window. When clients receive their annual summary they’re reminded of your value as an advisor. When they receive that advice in double-quick time they recognize your superior service.FPAOC | PULSE360
S T A R T E R P L A NFor small practices. $49 per month (includes 2 users) Core features. Core features include the basic ability to use micro-templates and send out agendas, search and follow-ups. Redtail Integration. Your clients will be imported into Pulse360 and GET MORE REFERRALS WEBINAR Share a little about yourself as a business owner, or maybe describe what makes your service unique. Give visitors one more reason to care about your offer and want to work with you.GETTING STARTED
Please make sure to complete all the steps in "Essential section." Adding signatures and logos are optional. We currently integrate Wealthbox CRM, Redtail CRM, and Salesforce.BEST PRACTICE
Financial Advisors, you know how much time you waste when sending an email and have to find that PDF that you want to send to a prospect or a client. Or totally forgetting to send it entirely! Compliance will not exactly be ecstatic. Personally, I have forgotten to send that EXPLAIN CLIENT SERVICES ON HANDLING A MISTAKE As financial advisors, one of the greatest fears we have is losing a client. When a mistake happens, that fear suddenly feels all too real. It’s natural to dread that phone call or meeting where you have to explain what went wrong and confront an unhappy client. While it might TEMPLATES - PULSE360 - DOCUMENT YOUR ADVICE How to create and edit a micro-template. How to create and use quick notes. How to create client to-dosPULSE360.COM
Moved Permanently. The document has moved here. FINANCIAL ADVISORS, ALL YOUR MEETING NOTES IN ONE PLACEUSE CASESINTEGRATIONSPRICINGBLOGANNUAL SUMMARYPROSPECTS Don't just store your meeting notes - make them actionable, searchable, repeatable. Your meeting notes are the lifeblood of your practice - use ONE system to take notes, organize and communicate action items to your clients and prospects. Automate Your Practice - Schedule a Demo. Sign up for a Free 30-day Trial.ABOUT | PULSE360
Anand Sheth. With over 20 years’ plus experience in the financial advisory industry, Anand understands only too well the high workload faced by advisors today. His goal is to minimize that workload by automating daily tasks with powerful, easy to implement technology. That way advisors can save time, stay compliant, and grow theirbusiness.
PRESS | PULSE360
Company Information. Founded: 2019 in Riverside, CA by Anand Sheth (CEO) and James Hill (CTO) Company Type: Subscription based software designed exclusively for Financial Advisors. Team Size: Remote team of 4 full-time and 9 part-time. Company Address: 3499 Tenth Street, Riverside, CA 92501. ADVICE DOCUMENTED IN HALF THE TIME FOR LESS THAN $2 A DAY With two different plans, financial advisors can select a plan that works best for their practice in managing meeting notes better.PLANNING NOTES
Pulse360 is not financial planning software - so you’ll continue to use your current software to plan and analyze. Pulse360 software enables you to prepare accurate, client-friendly summaries based on the output of your planning software. You’ll quickly be able to create and store your advice centrally so your team can search andaccess it.
SIGNUP - STARTER PLAN You don't need to let old technology burden your practice anymore. Systemize your meeting notes now by signing up below.FAQ | PULSE360
Using Pulse360, you have the power of short-hand to convert to client facing notes via the micro-templates. This avoids you having to do the same work twice if you want to then send out a follow-up based on your "short-hand" notes. Pulse360 currently integrates with Redtail, Wealthbox, and Salesforce. Your CRM is a mainstay of your practice. BLOG - PULSE360 - WIN BACK TIME Anand Sheth. How do you keep track of the important nuggets of information that you uncovered during a client meeting? When you promise to address a topic at the next meeting, how do you make sure you remember to put that topic on the agenda? Do you create tasks for PULSE360 - DOCUMENT YOUR ADVICE - FINANCIAL ADVISORS, STOP Pulse360 - Document Your Advice - Financial Advisors, stop wasting time documenting your advice.PULSE360.COM
Moved Permanently. The document has moved here. FINANCIAL ADVISORS, ALL YOUR MEETING NOTES IN ONE PLACEUSE CASESINTEGRATIONSPRICINGBLOGANNUAL SUMMARYPROSPECTS Don't just store your meeting notes - make them actionable, searchable, repeatable. Your meeting notes are the lifeblood of your practice - use ONE system to take notes, organize and communicate action items to your clients and prospects. Automate Your Practice - Schedule a Demo. Sign up for a Free 30-day Trial.ABOUT | PULSE360
Anand Sheth. With over 20 years’ plus experience in the financial advisory industry, Anand understands only too well the high workload faced by advisors today. His goal is to minimize that workload by automating daily tasks with powerful, easy to implement technology. That way advisors can save time, stay compliant, and grow theirbusiness.
PRESS | PULSE360
Company Information. Founded: 2019 in Riverside, CA by Anand Sheth (CEO) and James Hill (CTO) Company Type: Subscription based software designed exclusively for Financial Advisors. Team Size: Remote team of 4 full-time and 9 part-time. Company Address: 3499 Tenth Street, Riverside, CA 92501. ADVICE DOCUMENTED IN HALF THE TIME FOR LESS THAN $2 A DAY With two different plans, financial advisors can select a plan that works best for their practice in managing meeting notes better.PLANNING NOTES
Pulse360 is not financial planning software - so you’ll continue to use your current software to plan and analyze. Pulse360 software enables you to prepare accurate, client-friendly summaries based on the output of your planning software. You’ll quickly be able to create and store your advice centrally so your team can search andaccess it.
SIGNUP - STARTER PLAN You don't need to let old technology burden your practice anymore. Systemize your meeting notes now by signing up below.FAQ | PULSE360
Using Pulse360, you have the power of short-hand to convert to client facing notes via the micro-templates. This avoids you having to do the same work twice if you want to then send out a follow-up based on your "short-hand" notes. Pulse360 currently integrates with Redtail, Wealthbox, and Salesforce. Your CRM is a mainstay of your practice. BLOG - PULSE360 - WIN BACK TIME Anand Sheth. How do you keep track of the important nuggets of information that you uncovered during a client meeting? When you promise to address a topic at the next meeting, how do you make sure you remember to put that topic on the agenda? Do you create tasks for PULSE360 - DOCUMENT YOUR ADVICE - FINANCIAL ADVISORS, STOP Pulse360 - Document Your Advice - Financial Advisors, stop wasting time documenting your advice.PULSE360.COM
Moved Permanently. The document has moved here.ABOUT | PULSE360
Anand Sheth. With over 20 years’ plus experience in the financial advisory industry, Anand understands only too well the high workload faced by advisors today. His goal is to minimize that workload by automating daily tasks with powerful, easy to implement technology. That way advisors can save time, stay compliant, and grow theirbusiness.
PROSPECTS | PULSE360 angle-double-down. Meeting Preparation. Hand written notes. Automatic Task Creation. Automatic Workflow Triggers. Find all of your meeting notes. Annual Summary. Prospects. Planning Notes.ANNUAL SUMMARY
Create and send out annual summary in 20 seconds or less. Delegate directly to junior members and free up senior staff’s time. This opens in a new window. When clients receive their annual summary they’re reminded of your value as an advisor. When they receive that advice in double-quick time they recognize your superior service.FPAOC | PULSE360
S T A R T E R P L A NFor small practices. $49 per month (includes 2 users) Core features. Core features include the basic ability to use micro-templates and send out agendas, search and follow-ups. Redtail Integration. Your clients will be imported into Pulse360 and GET MORE REFERRALS WEBINAR Share a little about yourself as a business owner, or maybe describe what makes your service unique. Give visitors one more reason to care about your offer and want to work with you.GETTING STARTED
Please make sure to complete all the steps in "Essential section." Adding signatures and logos are optional. We currently integrate Wealthbox CRM, Redtail CRM, and Salesforce.BEST PRACTICE
Financial Advisors, you know how much time you waste when sending an email and have to find that PDF that you want to send to a prospect or a client. Or totally forgetting to send it entirely! Compliance will not exactly be ecstatic. Personally, I have forgotten to send that EXPLAIN CLIENT SERVICES ON HANDLING A MISTAKE As financial advisors, one of the greatest fears we have is losing a client. When a mistake happens, that fear suddenly feels all too real. It’s natural to dread that phone call or meeting where you have to explain what went wrong and confront an unhappy client. While it might TEMPLATES - PULSE360 - DOCUMENT YOUR ADVICE How to create and edit a micro-template. How to create and use quick notes. How to create client to-dosPULSE360.COM
Moved Permanently. The document has moved here. FINANCIAL ADVISORS, ALL YOUR MEETING NOTES IN ONE PLACEUSE CASESINTEGRATIONSPRICINGBLOGANNUAL SUMMARYPROSPECTS Don't just store your meeting notes - make them actionable, searchable, repeatable. Your meeting notes are the lifeblood of your practice - use ONE system to take notes, organize and communicate action items to your clients and prospects. Automate Your Practice - Schedule a Demo. Sign up for a Free 30-day Trial.PRESS | PULSE360
Company Information. Founded: 2019 in Riverside, CA by Anand Sheth (CEO) and James Hill (CTO) Company Type: Subscription based software designed exclusively for Financial Advisors. Team Size: Remote team of 4 full-time and 9 part-time. Company Address: 3499 Tenth Street, Riverside, CA 92501. LISTING OF FREE CE PROVIDERS If you are subscribing to financial-planning.com, you can read their articles and take a quiz to earn CFP CE credits. Make sure to grab a screen-shot of your quiz results. ADVICE DOCUMENTED IN HALF THE TIME FOR LESS THAN $2 A DAY With two different plans, financial advisors can select a plan that works best for their practice in managing meeting notes better.PLANNING NOTES
Pulse360 is not financial planning software - so you’ll continue to use your current software to plan and analyze. Pulse360 software enables you to prepare accurate, client-friendly summaries based on the output of your planning software. You’ll quickly be able to create and store your advice centrally so your team can search andaccess it.
SIGNUP - STARTER PLAN You don't need to let old technology burden your practice anymore. Systemize your meeting notes now by signing up below.FAQ | PULSE360
Using Pulse360, you have the power of short-hand to convert to client facing notes via the micro-templates. This avoids you having to do the same work twice if you want to then send out a follow-up based on your "short-hand" notes. Pulse360 currently integrates with Redtail, Wealthbox, and Salesforce. Your CRM is a mainstay of your practice. BLOG - PULSE360 - WIN BACK TIME Anand Sheth. How do you keep track of the important nuggets of information that you uncovered during a client meeting? When you promise to address a topic at the next meeting, how do you make sure you remember to put that topic on the agenda? Do you create tasks forBEST PRACTICE
Financial Advisors, you know how much time you waste when sending an email and have to find that PDF that you want to send to a prospect or a client. Or totally forgetting to send it entirely! Compliance will not exactly be ecstatic. Personally, I have forgotten to send that PULSE360 - DOCUMENT YOUR ADVICE - FINANCIAL ADVISORS, STOP Pulse360 - Document Your Advice - Financial Advisors, stop wasting time documenting your advice. FINANCIAL ADVISORS, ALL YOUR MEETING NOTES IN ONE PLACEUSE CASESINTEGRATIONSPRICINGBLOGANNUAL SUMMARYPROSPECTS Don't just store your meeting notes - make them actionable, searchable, repeatable. Your meeting notes are the lifeblood of your practice - use ONE system to take notes, organize and communicate action items to your clients and prospects. Automate Your Practice - Schedule a Demo. Sign up for a Free 30-day Trial.PRESS | PULSE360
Company Information. Founded: 2019 in Riverside, CA by Anand Sheth (CEO) and James Hill (CTO) Company Type: Subscription based software designed exclusively for Financial Advisors. Team Size: Remote team of 4 full-time and 9 part-time. Company Address: 3499 Tenth Street, Riverside, CA 92501. LISTING OF FREE CE PROVIDERS If you are subscribing to financial-planning.com, you can read their articles and take a quiz to earn CFP CE credits. Make sure to grab a screen-shot of your quiz results. ADVICE DOCUMENTED IN HALF THE TIME FOR LESS THAN $2 A DAY With two different plans, financial advisors can select a plan that works best for their practice in managing meeting notes better.PLANNING NOTES
Pulse360 is not financial planning software - so you’ll continue to use your current software to plan and analyze. Pulse360 software enables you to prepare accurate, client-friendly summaries based on the output of your planning software. You’ll quickly be able to create and store your advice centrally so your team can search andaccess it.
SIGNUP - STARTER PLAN You don't need to let old technology burden your practice anymore. Systemize your meeting notes now by signing up below.FAQ | PULSE360
Using Pulse360, you have the power of short-hand to convert to client facing notes via the micro-templates. This avoids you having to do the same work twice if you want to then send out a follow-up based on your "short-hand" notes. Pulse360 currently integrates with Redtail, Wealthbox, and Salesforce. Your CRM is a mainstay of your practice. BLOG - PULSE360 - WIN BACK TIME Anand Sheth. How do you keep track of the important nuggets of information that you uncovered during a client meeting? When you promise to address a topic at the next meeting, how do you make sure you remember to put that topic on the agenda? Do you create tasks forBEST PRACTICE
Financial Advisors, you know how much time you waste when sending an email and have to find that PDF that you want to send to a prospect or a client. Or totally forgetting to send it entirely! Compliance will not exactly be ecstatic. Personally, I have forgotten to send that PULSE360 - DOCUMENT YOUR ADVICE - FINANCIAL ADVISORS, STOP Pulse360 - Document Your Advice - Financial Advisors, stop wasting time documenting your advice.ABOUT | PULSE360
Anand Sheth. With over 20 years’ plus experience in the financial advisory industry, Anand understands only too well the high workload faced by advisors today. His goal is to minimize that workload by automating daily tasks with powerful, easy to implement technology. That way advisors can save time, stay compliant, and grow theirbusiness.
SECURITY | PULSE360
All of your data is encrypted using industry standard AES 256-bit. At rest: via AWS KMS on all of components with storage capabilities such as: EC2, RDS, S3, etc. SIGNUP - STARTER PLAN You don't need to let old technology burden your practice anymore. Systemize your meeting notes now by signing up below. PROSPECTS | PULSE360 angle-double-down. Meeting Preparation. Hand written notes. Automatic Task Creation. Automatic Workflow Triggers. Find all of your meeting notes. Annual Summary. Prospects. Planning Notes.ANNUAL SUMMARY
Create and send out annual summary in 20 seconds or less. Delegate directly to junior members and free up senior staff’s time. This opens in a new window. When clients receive their annual summary they’re reminded of your value as an advisor. When they receive that advice in double-quick time they recognize your superior service.PULSE360 OVERVIEW
You can use Pulse360 with these 3 stages in mind. You can search or prepare documentation at every stage: Pre-Meeting, During Meeting and Post-Meeting. To get ready for your next meeting, in Pulse360 you can. check-square-o. With the powerful search built-in, you can search your previous advice in seconds. check-square-o.FPAOC | PULSE360
S T A R T E R P L A NFor small practices. $49 per month (includes 2 users) Core features. Core features include the basic ability to use micro-templates and send out agendas, search and follow-ups. Redtail Integration. Your clients will be imported into Pulse360 andGETTING STARTED
Please make sure to complete all the steps in "Essential section." Adding signatures and logos are optional. We currently integrate Wealthbox CRM, Redtail CRM, and Salesforce. EXPLAIN CLIENT SERVICES ON HANDLING A MISTAKE As financial advisors, one of the greatest fears we have is losing a client. When a mistake happens, that fear suddenly feels all too real. It’s natural to dread that phone call or meeting where you have to explain what went wrong and confront an unhappy client. While it mightPULSE360.COM
Moved Permanently. The document has moved here. FINANCIAL ADVISORS, ALL YOUR MEETING NOTES IN ONE PLACEUSE CASESINTEGRATIONSPRICINGBLOGANNUAL SUMMARYPROSPECTS Don't just store your meeting notes - make them actionable, searchable, repeatable. Your meeting notes are the lifeblood of your practice - use ONE system to take notes, organize and communicate action items to your clients and prospects. Automate Your Practice - Schedule a Demo. Sign up for a Free 30-day Trial.ABOUT | PULSE360
Anand Sheth. With over 20 years’ plus experience in the financial advisory industry, Anand understands only too well the high workload faced by advisors today. His goal is to minimize that workload by automating daily tasks with powerful, easy to implement technology. That way advisors can save time, stay compliant, and grow theirbusiness.
PRESS | PULSE360
Company Information. Founded: 2019 in Riverside, CA by Anand Sheth (CEO) and James Hill (CTO) Company Type: Subscription based software designed exclusively for Financial Advisors. Team Size: Remote team of 4 full-time and 9 part-time. Company Address: 3499 Tenth Street, Riverside, CA 92501. ADVICE DOCUMENTED IN HALF THE TIME FOR LESS THAN $2 A DAY With two different plans, financial advisors can select a plan that works best for their practice in managing meeting notes better. LISTING OF FREE CE PROVIDERS If you are subscribing to financial-planning.com, you can read their articles and take a quiz to earn CFP CE credits. Make sure to grab a screen-shot of your quiz results.PLANNING NOTES
Pulse360 is not financial planning software - so you’ll continue to use your current software to plan and analyze. Pulse360 software enables you to prepare accurate, client-friendly summaries based on the output of your planning software. You’ll quickly be able to create and store your advice centrally so your team can search andaccess it.
WWW.PULSE360.COM
www.pulse360.com
BLOG - PULSE360 - WIN BACK TIME Anand Sheth. How do you keep track of the important nuggets of information that you uncovered during a client meeting? When you promise to address a topic at the next meeting, how do you make sure you remember to put that topic on the agenda? Do you create tasks forBEST PRACTICE
Financial Advisors, you know how much time you waste when sending an email and have to find that PDF that you want to send to a prospect or a client. Or totally forgetting to send it entirely! Compliance will not exactly be ecstatic. Personally, I have forgotten to send that PULSE360 - DOCUMENT YOUR ADVICE - FINANCIAL ADVISORS, STOP Pulse360 - Document Your Advice - Financial Advisors, stop wasting time documenting your advice. FINANCIAL ADVISORS, ALL YOUR MEETING NOTES IN ONE PLACEUSE CASESINTEGRATIONSPRICINGBLOGANNUAL SUMMARYPROSPECTS Don't just store your meeting notes - make them actionable, searchable, repeatable. Your meeting notes are the lifeblood of your practice - use ONE system to take notes, organize and communicate action items to your clients and prospects. Automate Your Practice - Schedule a Demo. Sign up for a Free 30-day Trial.ABOUT | PULSE360
Anand Sheth. With over 20 years’ plus experience in the financial advisory industry, Anand understands only too well the high workload faced by advisors today. His goal is to minimize that workload by automating daily tasks with powerful, easy to implement technology. That way advisors can save time, stay compliant, and grow theirbusiness.
PRESS | PULSE360
Company Information. Founded: 2019 in Riverside, CA by Anand Sheth (CEO) and James Hill (CTO) Company Type: Subscription based software designed exclusively for Financial Advisors. Team Size: Remote team of 4 full-time and 9 part-time. Company Address: 3499 Tenth Street, Riverside, CA 92501. ADVICE DOCUMENTED IN HALF THE TIME FOR LESS THAN $2 A DAY With two different plans, financial advisors can select a plan that works best for their practice in managing meeting notes better. LISTING OF FREE CE PROVIDERS If you are subscribing to financial-planning.com, you can read their articles and take a quiz to earn CFP CE credits. Make sure to grab a screen-shot of your quiz results.PLANNING NOTES
Pulse360 is not financial planning software - so you’ll continue to use your current software to plan and analyze. Pulse360 software enables you to prepare accurate, client-friendly summaries based on the output of your planning software. You’ll quickly be able to create and store your advice centrally so your team can search andaccess it.
WWW.PULSE360.COM
www.pulse360.com
BLOG - PULSE360 - WIN BACK TIME Anand Sheth. How do you keep track of the important nuggets of information that you uncovered during a client meeting? When you promise to address a topic at the next meeting, how do you make sure you remember to put that topic on the agenda? Do you create tasks forBEST PRACTICE
Financial Advisors, you know how much time you waste when sending an email and have to find that PDF that you want to send to a prospect or a client. Or totally forgetting to send it entirely! Compliance will not exactly be ecstatic. Personally, I have forgotten to send that PULSE360 - DOCUMENT YOUR ADVICE - FINANCIAL ADVISORS, STOP Pulse360 - Document Your Advice - Financial Advisors, stop wasting time documenting your advice.FAQ | PULSE360
Using Pulse360, you have the power of short-hand to convert to client facing notes via the micro-templates. This avoids you having to do the same work twice if you want to then send out a follow-up based on your "short-hand" notes. Pulse360 currently integrates with Redtail, Wealthbox, and Salesforce. Your CRM is a mainstay of your practice.SCHEDULE | PULSE360
We will send you a zoom link for this demo. If there are others you feel that should watch this demo, please share the zoom link with them.Please input your firm name and firm level email. Due to spam, we are unable to hold demos If your email ends in @gmail.com or @yahoo.com or other non-firm PROSPECTS | PULSE360 angle-double-down. Meeting Preparation. Hand written notes. Automatic Task Creation. Automatic Workflow Triggers. Find all of your meeting notes. Annual Summary. Prospects. Planning Notes. HAND WRITE YOUR MEETING NOTES According to Michael Kitces, financial advisors spend 5 hours a week just preparing for client meetings. Using Pulse360 software, you can save 80% of your time. PULSE360 - DOCUMENT YOUR ADVICE - FINANCIAL ADVISORS, STOP Pulse360 - Document Your Advice - Financial Advisors, stop wasting time documenting your advice.PULSE360.COM
pulse360.com
SAVINGS | PULSE360
Calculate your time savings. Enter the number of meetings you hold per week. You will save __ hours per week and at $30 an hour, that's $ X saved per week! We guarantee to save you time and money. Or get your money back within 90 days. Start Saving Today. AUTOMATIC WORKFLOW TRIGGERS IN YOUR CRM Financial Advisors, eliminate double work & automatically trigger workflows in Redtail CRM & Wealthbox CRM. Never have anything fall through the cracks again.GETTING STARTED
Please make sure to complete all the steps in "Essential section." Adding signatures and logos are optional. We currently integrate Wealthbox CRM, Redtail CRM, and Salesforce.WWW.PULSE360.COM
www.pulse360.com
FINANCIAL ADVISORS, ALL YOUR MEETING NOTES IN ONE PLACEUSE CASESINTEGRATIONSPRICINGBLOGANNUAL SUMMARYPROSPECTS Don't just store your meeting notes - make them actionable, searchable, repeatable. Your meeting notes are the lifeblood of your practice - use ONE system to take notes, organize and communicate action items to your clients and prospects. Automate Your Practice - Schedule a Demo. Sign up for a Free 30-day Trial.ABOUT | PULSE360
Anand Sheth. With over 20 years’ plus experience in the financial advisory industry, Anand understands only too well the high workload faced by advisors today. His goal is to minimize that workload by automating daily tasks with powerful, easy to implement technology. That way advisors can save time, stay compliant, and grow theirbusiness.
LISTING OF FREE CE PROVIDERS If you are subscribing to financial-planning.com, you can read their articles and take a quiz to earn CFP CE credits. Make sure to grab a screen-shot of your quiz results.PLANNING NOTES
Pulse360 is not financial planning software - so you’ll continue to use your current software to plan and analyze. Pulse360 software enables you to prepare accurate, client-friendly summaries based on the output of your planning software. You’ll quickly be able to create and store your advice centrally so your team can search andaccess it.
SIGNUP - STARTER PLAN You don't need to let old technology burden your practice anymore. Systemize your meeting notes now by signing up below. PROSPECTS | PULSE360 angle-double-down. Meeting Preparation. Hand written notes. Automatic Task Creation. Automatic Workflow Triggers. Find all of your meeting notes. Annual Summary. Prospects. Planning Notes.FAQ | PULSE360
Using Pulse360, you have the power of short-hand to convert to client facing notes via the micro-templates. This avoids you having to do the same work twice if you want to then send out a follow-up based on your "short-hand" notes. Pulse360 currently integrates with Redtail, Wealthbox, and Salesforce. Your CRM is a mainstay of your practice.PULSE360 OVERVIEW
You can use Pulse360 with these 3 stages in mind. You can search or prepare documentation at every stage: Pre-Meeting, During Meeting and Post-Meeting. To get ready for your next meeting, in Pulse360 you can. check-square-o. With the powerful search built-in, you can search your previous advice in seconds. check-square-o. BLOG - PULSE360 - WIN BACK TIME Anand Sheth. How do you keep track of the important nuggets of information that you uncovered during a client meeting? When you promise to address a topic at the next meeting, how do you make sure you remember to put that topic on the agenda? Do you create tasks for PULSE360 - DOCUMENT YOUR ADVICE - FINANCIAL ADVISORS, STOP Pulse360 - Document Your Advice - Financial Advisors, stop wasting time documenting your advice. FINANCIAL ADVISORS, ALL YOUR MEETING NOTES IN ONE PLACEUSE CASESINTEGRATIONSPRICINGBLOGANNUAL SUMMARYPROSPECTS Don't just store your meeting notes - make them actionable, searchable, repeatable. Your meeting notes are the lifeblood of your practice - use ONE system to take notes, organize and communicate action items to your clients and prospects. Automate Your Practice - Schedule a Demo. Sign up for a Free 30-day Trial.ABOUT | PULSE360
Anand Sheth. With over 20 years’ plus experience in the financial advisory industry, Anand understands only too well the high workload faced by advisors today. His goal is to minimize that workload by automating daily tasks with powerful, easy to implement technology. That way advisors can save time, stay compliant, and grow theirbusiness.
LISTING OF FREE CE PROVIDERS If you are subscribing to financial-planning.com, you can read their articles and take a quiz to earn CFP CE credits. Make sure to grab a screen-shot of your quiz results.PLANNING NOTES
Pulse360 is not financial planning software - so you’ll continue to use your current software to plan and analyze. Pulse360 software enables you to prepare accurate, client-friendly summaries based on the output of your planning software. You’ll quickly be able to create and store your advice centrally so your team can search andaccess it.
SIGNUP - STARTER PLAN You don't need to let old technology burden your practice anymore. Systemize your meeting notes now by signing up below. PROSPECTS | PULSE360 angle-double-down. Meeting Preparation. Hand written notes. Automatic Task Creation. Automatic Workflow Triggers. Find all of your meeting notes. Annual Summary. Prospects. Planning Notes.FAQ | PULSE360
Using Pulse360, you have the power of short-hand to convert to client facing notes via the micro-templates. This avoids you having to do the same work twice if you want to then send out a follow-up based on your "short-hand" notes. Pulse360 currently integrates with Redtail, Wealthbox, and Salesforce. Your CRM is a mainstay of your practice.PULSE360 OVERVIEW
You can use Pulse360 with these 3 stages in mind. You can search or prepare documentation at every stage: Pre-Meeting, During Meeting and Post-Meeting. To get ready for your next meeting, in Pulse360 you can. check-square-o. With the powerful search built-in, you can search your previous advice in seconds. check-square-o. BLOG - PULSE360 - WIN BACK TIME Anand Sheth. How do you keep track of the important nuggets of information that you uncovered during a client meeting? When you promise to address a topic at the next meeting, how do you make sure you remember to put that topic on the agenda? Do you create tasks for PULSE360 - DOCUMENT YOUR ADVICE - FINANCIAL ADVISORS, STOP Pulse360 - Document Your Advice - Financial Advisors, stop wasting time documenting your advice.PRESS | PULSE360
Company Information. Founded: 2019 in Riverside, CA by Anand Sheth (CEO) and James Hill (CTO) Company Type: Subscription based software designed exclusively for Financial Advisors. Team Size: Remote team of 4 full-time and 9 part-time. Company Address: 3499 Tenth Street, Riverside, CA 92501.SECURITY | PULSE360
All of your data is encrypted using industry standard AES 256-bit. At rest: via AWS KMS on all of components with storage capabilities such as: EC2, RDS, S3, etc. PROSPECTS | PULSE360 angle-double-down. Meeting Preparation. Hand written notes. Automatic Task Creation. Automatic Workflow Triggers. Find all of your meeting notes. Annual Summary. Prospects. Planning Notes.SCHEDULE | PULSE360
We will send you a zoom link for this demo. If there are others you feel that should watch this demo, please share the zoom link with them.Please input your firm name and firm level email. Due to spam, we are unable to hold demos If your email ends in @gmail.com or @yahoo.com or other non-firmPULSE360 OVERVIEW
You can use Pulse360 with these 3 stages in mind. You can search or prepare documentation at every stage: Pre-Meeting, During Meeting and Post-Meeting. To get ready for your next meeting, in Pulse360 you can. check-square-o. With the powerful search built-in, you can search your previous advice in seconds. check-square-o. HAND WRITE YOUR MEETING NOTES According to Michael Kitces, financial advisors spend 5 hours a week just preparing for client meetings. Using Pulse360 software, you can save 80% of your time. SIGN UP - PREMIUM PLAN You don't need to let old technology burden your practice anymore. Systemize your meeting notes in one system now by signing up below. KEEP TRACK OF YOUR MEETING NOTES 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. Schedule Your Demo Today.GETTING STARTED
Please make sure to complete all the steps in "Essential section." Adding signatures and logos are optional. We currently integrate Wealthbox CRM, Redtail CRM, and Salesforce.PULSE360.COM
Moved Permanently. The document has moved here. FINANCIAL ADVISORS, ALL YOUR MEETING NOTES IN ONE PLACEUSE CASESINTEGRATIONSPRICINGBLOGANNUAL SUMMARYPROSPECTS Document, organize and communicate your meeting notes from one centralized system than a hodge-podge of processes or technologies. 50% time saving for financial advisorsABOUT | PULSE360
Pulse360 software couldn’t have come into being without the vision and expertise of our talented team. Built from the ground-up, our enterprise-level software has LISTING OF FREE CE PROVIDERS If you are subscribing to financial-planning.com, you can read their articles and take a quiz to earn CFP CE credits. Make sure to grab a screen-shot of your quiz results.PLANNING NOTES
Pulse360 is not a CRM. Typically the notes you enter in a CRM are short-hand because you and your team want to quickly get those notes in. Using Pulse360, you have the power of short-hand to convert to client facing notes via the micro-templates. SIGNUP - STARTER PLAN You don't need to let old technology burden your practice anymore. Systemize your meeting notes now by signing up below.FAQ | PULSE360
The traditional way of documenting and communicating your advice takes up endless hours - hours that could be better spent elsewhere. Pulse360 represents a far better way to work. PROSPECTS | PULSE360 Impress potential clients with your super-attentive service and give yourself a clear competitive advantage. BLOG - PULSE360 - WIN BACK TIME For financial advisor practice management tips & insights, opinions (and maybe a little bit of humor!) delivered direct to your inbox PULSE360 - DOCUMENT YOUR ADVICE - FINANCIAL ADVISORS, STOP You can also always schedule a tech call with us. Click on top-rightto do so.
PULSE360 OVERVIEW
You can use Pulse360 with these 3 stages in mind. You can search or prepare documentation at every stage: Pre-Meeting, During Meeting andPost-Meeting.
FINANCIAL ADVISORS, ALL YOUR MEETING NOTES IN ONE PLACEUSE CASESINTEGRATIONSPRICINGBLOGANNUAL SUMMARYPROSPECTS Document, organize and communicate your meeting notes from one centralized system than a hodge-podge of processes or technologies. 50% time saving for financial advisorsABOUT | PULSE360
Pulse360 software couldn’t have come into being without the vision and expertise of our talented team. Built from the ground-up, our enterprise-level software has LISTING OF FREE CE PROVIDERS If you are subscribing to financial-planning.com, you can read their articles and take a quiz to earn CFP CE credits. Make sure to grab a screen-shot of your quiz results.PLANNING NOTES
Pulse360 is not a CRM. Typically the notes you enter in a CRM are short-hand because you and your team want to quickly get those notes in. Using Pulse360, you have the power of short-hand to convert to client facing notes via the micro-templates. SIGNUP - STARTER PLAN You don't need to let old technology burden your practice anymore. Systemize your meeting notes now by signing up below.FAQ | PULSE360
The traditional way of documenting and communicating your advice takes up endless hours - hours that could be better spent elsewhere. Pulse360 represents a far better way to work. PROSPECTS | PULSE360 Impress potential clients with your super-attentive service and give yourself a clear competitive advantage. BLOG - PULSE360 - WIN BACK TIME For financial advisor practice management tips & insights, opinions (and maybe a little bit of humor!) delivered direct to your inbox PULSE360 - DOCUMENT YOUR ADVICE - FINANCIAL ADVISORS, STOP You can also always schedule a tech call with us. Click on top-rightto do so.
PULSE360 OVERVIEW
You can use Pulse360 with these 3 stages in mind. You can search or prepare documentation at every stage: Pre-Meeting, During Meeting andPost-Meeting.
PRESS | PULSE360
Company Information. Founded: 2019 in Riverside, CA by Anand Sheth (CEO) and James Hill (CTO) Company Type: Subscription based software designed exclusively for Financial Advisors. Team Size: Remote team of 4 full-time and 9 part-time. Company Address: 3499 Tenth Street, Riverside, CA 92501.SECURITY | PULSE360
All of your data is encrypted using industry standard AES 256-bit. At rest: via AWS KMS on all of components with storage capabilities such as: EC2, RDS, S3, etc. PROSPECTS | PULSE360 angle-double-down. Meeting Preparation. Hand written notes. Automatic Task Creation. Automatic Workflow Triggers. Find all of your meeting notes. Annual Summary. Prospects. Planning Notes.SCHEDULE | PULSE360
We will send you a zoom link for this demo. If there are others you feel that should watch this demo, please share the zoom link with them.Please input your firm name and firm level email. Due to spam, we are unable to hold demos If your email ends in @gmail.com or @yahoo.com or other non-firmPULSE360 OVERVIEW
You can use Pulse360 with these 3 stages in mind. You can search or prepare documentation at every stage: Pre-Meeting, During Meeting and Post-Meeting. To get ready for your next meeting, in Pulse360 you can. check-square-o. With the powerful search built-in, you can search your previous advice in seconds. check-square-o. HAND WRITE YOUR MEETING NOTES According to Michael Kitces, financial advisors spend 5 hours a week just preparing for client meetings. Using Pulse360 software, you can save 80% of your time. SIGN UP - PREMIUM PLAN You don't need to let old technology burden your practice anymore. Systemize your meeting notes in one system now by signing up below. KEEP TRACK OF YOUR MEETING NOTES 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. Schedule Your Demo Today.GETTING STARTED
Please make sure to complete all the steps in "Essential section." Adding signatures and logos are optional. We currently integrate Wealthbox CRM, Redtail CRM, and Salesforce.PULSE360.COM
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Login Schedule a Demo DON'T JUST STORE YOUR MEETING NOTES - MAKE THEM ACTIONABLE, SEARCHABLE, REPEATABLE. Your meeting notes are the lifeblood of your practice - use ONE system to take notes, organize and communicate action items to your clientsand prospects.
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"Streamlining my workflows and automating some client communication."Josh Stubbolo
Family Legacy Financial Solutions*
"Just did a manager change for a client and Pulse Scheduled the workflow.....automagically! I love this feature!"David Dedman
Lexington Wealth Management*
"Saves me lots of time on repetitive tasks and similar information that needs to be communicated. It has really sped up my client reviewagenda process."
Martha Williams
Williams Wealth Services*
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WiseWay Advisors, Member of XYPlanning*
"Advice documentation is up 400% last quarter!"Yohance Harrison
Money Script Wealth Management*
"I provide better service to my clients, and save my time in doingso."
John Chesbrough
Trail Financial Planning*
"Makes the process smoother and ensures we're not dropping the ball on critical items to clients."Quinn Arnold
Arnold Mote Wealth Management*
"Time savings. Easy to put together nicely formatted agendas."Laura Rotter
True Abundance Advisors*
"It makes taking meeting notes so much easier, faster, and evenenjoyable."
Jonathan Howard
SeaCure Advisors
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"Streamlining my workflows and automating some client communication."Josh Stubbolo
Family Legacy Financial Solutions*
"Just did a manager change for a client and Pulse Scheduled the workflow.....automagically! I love this feature!"David Dedman
Lexington Wealth ManagementNextPrev
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INTEGRATES SEAMLESSLY WITH YOUR CRM SAVE 50% OF YOUR TIME From Pre-Meeting Prep to During the Meeting to Post Meeting - save time and be more efficient. AUTOMATE TASK CREATION Eliminate double work. Email a client follow-up task is automatically created in your CRM.ANNUAL SUMMARIES
Show your clients your value by sending an annual summary in less than20 seconds.
TAKE HANDWRITTEN NOTES Built-in Digital Notepad allows you to share your notes with your team from anywhere. Encrypted. MEETING PREP IN MINUTES From finding what you have to discuss next meeting to creating agendas - all done easily in minutes AUTOMATICALLY TRIGGER YOUR WORKFLOWS No more jumping into your CRM to trigger a workflow. All doneautomatically.
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