Pulse360 – Hassle-free documentation for financial advisors. Create agendas. Take handwritten notes. Send follow-ups and streamline workflows. All in a fraction of the time – and from one application.
Built from the ground-up, Pulse360’s enterprise-level software has been developed with the end-user firmly in mind. In terms of documentation and communication of your advice, Pulse360 aims to transform your client review workflow processes, streamline the creation and delivery of your annual summaries, keep you top-of mind with prospects, and ensure easy access to your financial planning to-dos, notes and delivered advice. For more information, visit the Pulse360 website here.
WHAT ARE THE INTEGRATION POINTS BETWEEN PULSE360 AND REDTAIL CRM?
Pulse360’s integration with Redtail allows users to bi-directionally sync contact and Phone or Appointment activity data between the two platforms. Also, Appointment Notes in Pulse360 are synced over to Redtail to the Description field for the activity.
DETAILS ON INTEGRATION SETUP AND USAGE
Redtail’s documentation on this new integration is available here.