Pulse360
1 known investors
Pulse360 is an operations software for financial advisors that captures meeting notes (via recording, dictation, typing, or handwriting) and provides a reusable content library for client recommendations and follow-ups. It is designed to help advisory practices document advice, organize client interactions, and scale advice-based relationships.
Investors · 1
Frequently asked questions
- What does Pulse360 do?
- Pulse360 is an operations software for financial advisors that captures meeting notes (via recording, dictation, typing, or handwriting) and provides a reusable content library for client recommendations and follow-ups. It is designed to help advisory practices document advice, organize client interactions, and scale advice-based relationships.
- Who are Pulse360's investors?
- Pulse360's investors include Expert DOJO.