PULSE360
We have a SaaS product for financial planners to manage their work. Our simple but powerful platform efficiently manages client knowledge/information, makes it actionable and deliverable.
PULSE360
Social Links:
Industry:
Finance Financial Services FinTech SaaS Software
Founded:
2019-04-10
Address:
Riverside, California, United States
Country:
United States
Website Url:
http://www.pulse360.com
Total Employee:
1+
Status:
Active
Contact:
951-254-2373
Email Addresses:
[email protected]
Total Funding:
100 K USD
Similar Organizations
Investory
The all-in one startup investor relations platform.
Current Employees Featured
Founder
Investors List
Calm Company Fund
Calm Company Fund investment in Seed Round - Pulse360
EXPERT DOJO
EXPERT DOJO investment in Pre Seed Round - Pulse360
Official Site Inspections
http://www.pulse360.com Semrush global rank: 5.55 M Semrush visits lastest month: 1.53 K
- Host name: 216.128.138.85.vultrusercontent.com
- IP address: 216.128.138.85
- Location: Matawan United States
- Latitude: 40.4652
- Longitude: -74.2307
- Metro Code: 501
- Timezone: America/New_York
- Postal: 07747
More informations about "Pulse360"
Transform Your Practice | Pulse360 – Get a handle on your practice
You are mistaken if you think your magical portfolios will turn your clients into raving fans. Your attention to detail and out-of-this-world client experience will, though. If you are ready to …See details»
Topics & Subtopics and Tags – Transform Your Practice | Pulse360
The Solution: Clarity and Organization. Pulse360’s templates help you break down recommendations into clear segments like observations, assumptions, and recommendations. …See details»
Organization – Transform Your Practice | Pulse360
Pulse360 and Your CRM – How do we dance? Explore how Pulse360 works with Redtail, Wealthbox, and Salesforce CRM and how it benefits your practice. ... Use Topics, Subtopics, …See details»
Pulse360 - Powerful Meeting Platform for Financial …
Deliver top-notch client experience in half the time by streamlining meeting prep, notes and professional summaries. Integrates with your CRM to automatically start tasks, workflows and syncs notes.See details»
360 View: Overview - Pulse360
You also have the ability to notify another Pulse360 user in your team of the selected actions that need to be done. Your team members will receive the links to Pulse360 for those events they need to start working on. ... Check out the …See details»
Pulse360 - Crunchbase Company Profile & Funding
Organization. Pulse360 . Connect to CRM . Save . Summary. Financials. People. Technology. Signals & News. Similar Companies. About. ... Pulse360 is located in Riverside, California, …See details»
Your Meeting Notes Organized - Pulse360
Easily add your meeting notes to Pulse360. A single hub for meeting notes. ... Granular Organization. You capture granular information from your clients. Just storing that is not enough. You need a system to organize the meeting notes …See details»
Getting Started With Pulse360: Set Up | Pulse360 Help Center
Contact support button at the top right corner of the screen to view brief overview videos of Pulse360. 8. After you watched the videos, schedule a 1-on-1 Walkthrough, where we, in …See details»
Getting Started With Pulse360: Set Up
Contact support button in the top right corner of the screen to view brief overview videos of Pulse360. 8. After you watched the videos, schedule a 1-on-1 Walkthrough, where we, in detail, explain how to use Pulse360 and answer all …See details»
Basic Guides – Transform Your Practice | Pulse360
Eliminate wasteful multiple steps by creating tasks and starting workflows from Pulse360 into your Redtail, Wealthbox or Salesforce. Start. NoteGenius AI & AI Writer. Learn how our advanced …See details»
Getting Started | Pulse360 Help Center
Get up to speed quickly with Pulse360. These articles provide essential guidance for beginners, ensuring a smooth start. 11 articles. Getting Started With Pulse360: Set Up. Add or edit client …See details»
Pulse360 Help Center
Find quick, clear answers to common questions about Pulse360's features, usage, and troubleshooting. 5 articles. User and Controls. Billing & Payments, Cancellation, Users. 3 …See details»
Financial Advisors, be on top of your client meetings | Pulse360
“Pulse360 helps accomplish consolidated client communication timeline and content review. Our firm mission is providing peace of mind through clarity of intention and action. We create and …See details»
Why organize notes? – Transform Your Practice | Pulse360
Pulse360 is designed for advisors who seek a more systematic approach to managing client interactions and notes. By providing a structured, searchable, and actionable note organization …See details»
About Us - 360 feedback for physicians, nurses, and healthcare ...
Prevention/Early Identification—Feedback system help: prevent problems by providing an opportunity for self-correction, provide an early warning sign for emerging problems so they …See details»
360 feedback for physicians, nurses, and healthcare professionals ...
HR Pulse Magazine Conclusions: “The 360-degree assessment process can address complex physician issues and enable each physician to receive feedback on their hard-to-measure …See details»
PULSE 360 Degree Feedback Solution
The integration of 360 Degree Feedback within the organization yielded transformative outcomes. The feedback-derived insights became the cornerstone for tailored Development Plans, …See details»
Why financial advisors use Pulse360 – Transform Your Practice
Check out the 8-minute video to see why you may want to use Pulse360. Elevating Your Financial Advisory Practice with Pulse 360. Understand the Need for a different way of doing things. The …See details»
HR’s Playbook to Effective 360-Degree Feedback Process
Dec 31, 2024 Although it may seem easy to implement 360-degree feedback within the organization, it is not without its challenges. Fear of Bias or Retaliation. Employees may fear …See details»
2-minute Overview | Pulse360
"Pulse360 is the ultimate solution I've been searching for! It simplifies carrying forward notes for my client-family (SF Household) effortlessly. With its professional approach, I can track notes, …See details»