Pulse360, a Riverside-CA based subscription based software designed exclusively for financial advisors has partnered with risk alignment tech platform for financial advisors called Riskalyze. The partnership comes in the form of an integration of to give financial advisors more efficient workflows and to enhance advisors’ meeting prep, note-taking and follow-up capabilities.
Core issues that Pulse360 helps automate for financial advisors include:
- Prepare for meetings
- Send well-organized notes
- Create streamlined follow-ups
“We are giving advisors time back to focus on what they do best: offering wise financial counsel to their clients. This deep integration will allow advisors and their teams to work faster without having to switch applications when emailing a risk questionnaire link to a prospect or client.”Anand Sheth, Founder and CEO of Pulse360
Enter Workflow Automation for Financial Advisors
Founded in 2019 by Anand Sheth and Jamie Hill, Pulse360 makes it easy for financial advisors to work more efficiently, especially when coordinating with clients.
Financial advisors have to juggle between multiple software during remote meetings, such as note taking apps, document search and drafting agendas. Pulse360 essentially eliminates the need to switch between different software and apps, while keeping its users compliant with regulatory requirements.
Take for example the image below which shows multiple items a financial advisor is able to tackle within Pulse360.
Some of the use cases Pulse360 lists on its website include:
- Convert Prospects
- Show Your Value
- Client Reviews
- Hand Written Notes
- Organized Meeting Notes
- Eliminate Double Work
- Immersive Meetings
Startempire Wire will soon publish a detailed profile of this Riverside startup to shed light on how the team got started, how it’s going so far, and what are the startup’s future plans when it comes to scaling business. In a way, integration with Riskalyze appears to be part of its strategy to grow through complimentary partnerships and integrations.
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