Get Started with the Basics

To make the most of Pulse360, refer to the guides below. They will give you a foundational understanding of the platform and expand your knowledge of what’s possible for your practice.

Why Pulse360?

Why do you need another software? And is this a fit for you?

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Meeting Flow

Understand the way you can streamline your meetings — the heart of your practice

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Notes

Why do separating & organizing your notes make long-term sense?

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Topics, Subtopics & Tags

How will these help your practice be better organized

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Templates

Document and reusable content blocks – what they are and how they help you

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Library & Collections

Elevate your productivity with a powerful library, collections & automation

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Pulse Documents

Show professionalism and streamline your client communications.

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CRM Integrations

Eliminate wasteful multiple steps by creating tasks and starting workflows from Pulse360 into your Redtail, Wealthbox or Salesforce

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NoteGenius AI & AI Writer

Learn how our advanced AI can help you better communicate & do more faster

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Flexible Fields

Personalize your communications by inserting flexible fields. Also enter notes with certain required fields.

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Let us help you!

Email us or schedule a Zoom call

CONTACT US

Popular Guides

Give peace of mind to your clients by sending a beneficiary confirm email using Pulse360
Beneficiary Update
Templates and Blocks
Why financial advisors use Pulse360
Streamline your meetings