Pulse360 Press Releases

• Published on December 23, 2024 - 02:34 GMT

  

  Pulse360 and Holistiplan Unveil Dynamic SmartFields, Revolutionizing Wealth Management Operations

  Dynamic SmartFields helps advisors cut manual work, scale efficiently, and deliver a superior client experience RIVERSIDE, CA, UNITED STATES, December 22, 2024 /⁨EINPresswire.com⁩/ -- Pulse360, a leader in innovative wealth management solutions, is proud …

  Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...
• Published on July 31, 2023 - 07:46 GMT

  

  Introducing NoteGenius: The AI-Powered Easy Button to Revolutionizing Productivity for Financial Advisors

  Streamlining Note-taking, Summaries, and Tasks in Minutes RIVERSIDE, CA, USA, July 31, 2023 /⁨EINPresswire.com⁩/ -- Pulse360 Inc., a leading innovator in software solutions for financial advisors, is thrilled to announce the launch of its groundbreaking …

  Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...
• Published on June 27, 2023 - 12:00 GMT

  Wealth Management Technology Firms Announce AI & Automation Summit for Financial Advisors

  An AI-focused virtual summit for growth-minded financial advisors and wealth managers RIVERSIDE, CA, USA, June 27, 2023 /⁨EINPresswire.com⁩/ -- The AI and Automation Summit for Financial Advisors, a one-of-a-kind event featuring innovative technology …

  Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...
• Published on January 5, 2023 - 14:00 GMT

  Pulse360 Launches AI Writer to Revolutionize Communication for Financial Advisors

  Cutting-edge technology to streamline & scale personalized advisor-client communication RIVERSIDE, CA, UNITED STATES, January 5, 2023 /⁨EINPresswire.com⁩/ -- Pulse360 announced a significant new feature release, AI Writer. Pulse360's AI Writer …

  Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...
• Published on September 29, 2022 - 13:00 GMT

  

  Pulse360 brings the latest Artificial Intelligence technology to help advisors communicate concisely and clearly.

  Helping advisors' clients understand financial decisions. RIVERSIDE, CA, UNITED STATES, September 29, 2022 /⁨EINPresswire.com⁩/ -- Pulse360 announced a major new feature release, Rephrase. Pulse360's Rephrase is changing how financial advisors …

  Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...
• Published on June 17, 2022 - 13:00 GMT

  

  “Conversations with Clients" Podcast Uncovers What Clients Are Thinking of Financial Advisors

  Financial Advisors, get inside the minds of your potential clients RIVERSIDE, CA, UNITED STATES, June 17, 2022 /⁨EINPresswire.com⁩/ -- Pulse360 announced the launch of a podcast “Conversations with Clients” that will help uncover real-world clients' …

  Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...
• Published on June 8, 2022 - 13:00 GMT

  

  Pulse360 Embeds PreciseFP Functionality to Eliminate Time-consuming Copy and Paste for Financial Advisors

  RIVERSIDE, CA, UNITED STATES, June 8, 2022 /⁨EINPresswire.com⁩/ -- Pulse360 announced a major new embedded experience with PreciseFP, a Docupace Co. Financial Advisors can now automate the use of PreciseFP’s data gathering engagements directly from within …

  Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...
• Published on August 19, 2021 - 11:00 GMT

  Pulse360’s Bulk Add Automation helps Financial Advisors Scale by Documenting 100+ Meetings with a single click

  Enabling Surge Meetings for Financial Advisors RIVERSIDE, CA, USA, August 19, 2021 /⁨EINPresswire.com⁩/ -- Pulse360 announced a major new feature release, Bulk Add Automation. Starting August 19th, Financial Advisors can scale their practices by …

  Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...
• Published on May 4, 2021 - 13:00 GMT

  

  Pulse360 Launches Meeting Intelligence Dashboard & Automatic Task Creation in Salesforce for Wealth Management industry

  Eliminate things falling through the cracks RIVERSIDE, CA, USA, May 4, 2021 /⁨EINPresswire.com⁩/ -- On the 1st anniversary of our launch, Pulse360 announced two new major feature releases. A new meeting intelligence dashboard helping financial advisors …

  Distribution channels: Banking, Finance & Investment Industry, Insurance Industry ...
• Published on February 24, 2021 - 14:00 GMT

  Pulse360 Launches Automatic Workflow Triggers in Partnership with Leading Wealth Management CRMs

  Eliminate things falling through the cracks RIVERSIDE, CA, USA, February 24, 2021 /⁨EINPresswire.com⁩/ -- Pulse360 today announced a new automatic workflow triggers feature that helps financial advisors avoid double work of communicating with their …

  Distribution channels: Banking, Finance & Investment Industry, Insurance Industry ...