Pulse360 Unveils Game-Changing Meeting Documentation Solution For Financial Advisors
Posted on May 04, 2020Remote-Ready SaaS Suite Designed to Combat Workflow Inefficiencies by Making Advisory Activities 10x’s More Productive While Improving Every Aspect of Fiduciary Meeting Prep and Documentation.
Pulse360, a remote-ready workflow software solution for financial advisors, today announces the unveiling of its patent-pending, enterprise-level Software-as-a-Service (SaaS) suite. Designed to combat workflow inefficiencies and make advisory meeting notes 10x’s more efficient, Pulse360 fixes real-time, remote, and in-person working issues by addressing all aspects of the meeting documentation process - from preparation to follow-ups. Available immediately, advisors can use Pulse360 to prepare for meetings, save and send well-documented notes, and create efficient follow-ups, all through one easy-to-use platform.
“The future of work is now, and this solution is truly a game-changer for financial advisors,” said Anand Sheth, CEO and Founder of Pulse360. “After spending more than two decades in the wealth management industry, I understand the pain points professionals in my field continue to face today. It takes hours, sometimes days, to create detailed agendas, send notes and summaries to clients, creating a waste of valuable practice time while creating a backlog in client communication. That is why we developed our solution to help advisors streamline meeting documentation, win back precious time for their practice and vastly improve the client experience.”
Today, Broker/Dealers and Registered Independent Advisors (RIAs) can take full advantage of Pulse360’s early access offerings: The basic package, which includes the ability to use micro-templates to save time on documentation and integrates with industry-leading CRMs, such as Redtail and Wealthbox, is per month for a limited time. The premium package, which includes the basic functionality, along with a digital notepad and Salesforce integration, and the ability to create annual meeting summaries in as little as 20 seconds, is per month for a limited time.
“In light of the COVID-19 pandemic, the way we work has changed, and it’s imperative that financial advisors work smarter, not harder,” continued Sheth. “We’ve made our software available today for that need, so they can now work better with enterprise-grade, cloud-based notes.”
The Pulse360 software can be implemented into financial advisors’ workflow in a matter of minutes, which can help them immediately demonstrate their value to customers and colleagues clearly, in written format. Pulse360 can help them with their fiduciary regulations with a secure, efficient, reliable suite of services.
Pulse360 was created to vastly improve the way financial advisors operate their businesses. Our remote-ready SaaS suite can make every aspect of fiduciary meeting prep and documentation 10X more efficient. The Company was founded in 2019 by Anand Sheth and James Hill. The Company is headquartered in Riverside, CA. Tim Jenkins, a co-founder of SendGrid and former alumni of Techstars, is on the Board of Advisors.