Riverside Startup Pulse360 Partners with Riskalyze: Releases Important Integration

By: Sharjeel Sohaib

โ€ข 

Dec 14, 2021

 โ€ข 


News โ€ข Press Release โ€ข Riverside County
Pulse360

Utilize Our Platform

Pulse360, a Riverside-CA-based subscription-based software designed exclusively for financial advisors, has partnered with a risk alignment tech platform for financial advisors called Riskalyze. The partnership comes in the form of integration 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 Covered this in Weekly Wire Roundup

“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
How Pulse360 helps
PC: 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 must juggle multiple software during remote meetings, such as note-taking apps, document search, and drafting agendas. Pulse360 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 can tackle within Pulse360.

Showing how Multiple items a financial advisor can tackle within Pulse360
PC: 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 the startup’s plans for scaling business. Integration with Riskalyze appears to be part of its growth strategy through complementary partnerships and integrations.


Our goal at Startempire Wire is to act as a megaphone to connect the dots between the best startups, events, and people in the Inland Empire. So don’t forget to subscribe to ourย YouTube channel and like/follow us onย Facebook,ย Twitter, andย Instagram. ย 

0 Comments

Submit a Comment

Connecting you with the best startups, people & events in the Inland Empire.

Support Startup News & Media!


Enjoying the startup news & media? Support us!

We have big plans, and we need your help!

Startempire Wire is a community of people working together to promote innovation, entrepreneurship, and investment in the Inland Empire. We provide resources and connect people with the startup culture.

We believe that the Inland Empire has all of the ingredients for success. This region just needs a platform to show the world what it can do – And this is exactly what Startempirewire.com is doing. Our goal is to act as a megaphone to connect the dots between the best startups, events, and people in the Inland Empire.

We have big plans, and we need your help! If you are passionate about creating a thriving local startup ecosystem, then we would like to invite you to join in contributing to the community by supporting us. You can do that by supporting us financially or by being an active contributor. In return, we will give you (depending on sponsorship level) free access to our content, other level based perks &ย  the opportunity to connect with a network of passionate people working to build a better future for all of us.

We cover the good and the bad of entrepreneurship, startups & business events; we do it with passion and purpose. If you like what we do, support us & please consider becoming a patron. Your support is essential for independent local startup media to survive & thrive.

You can make a regular one time donation to become a sponsor at any level, or you can choose to become a monthly or event sponsor.ย  Every little bit counts! Thank You

Verious B. Smith III

Founder, Startempire Wire

Related Articles

The CHIPS and Science Act of 2022: A Paradigm Shift in US Semicon . . .

The CHIPS and Science Act of 2022: A Paradigm Shift in US Semicon . . .

On August 9, 2022, President Joe Biden signed the "CHIPS and Science Act of 2022," a groundbreaking legislation to reshape the United States' semiconductor industry and fortify its technological prowess. This act, formally known as the "Creating Helpful Incentives to...

DOE to Pump $126M in Small Businesses for R&D in Clean Energ . . .

DOE to Pump $126M in Small Businesses for R&D in Clean Energ . . .

To foster innovation in clean energy, the U.S. Department of Energy (DOE) will channel $126 million into research and development grants for 90 small businesses across 27 states. The project targets many mission areas, including clean energy, cybersecurity, fusion...

City of Riverside to Bring Ohmio’s Electric Autonomous Vehi . . .

City of Riverside to Bring Ohmio’s Electric Autonomous Vehi . . .

The City of Riverside, California, aims to become a hotspot for innovation by teaming up with Ohmio, an electric autonomous vehicle company from New Zealand. The plan is to have Ohmio set up its international headquarters and a cutting-edge manufacturing hub in...

Stay Up On Startempire News

Access Premium Content

Startempire Wire premium content access is free during the beta period of ourย  website.ย  Join during beta and get a grandfathered discount when we launch.

$5 for first month then $15 per month

Get Every Update

Would you like to receive Startempire Wire updates in your inbox? Subscribe below!

"*" indicates required fields

This field is for validation purposes and should be left unchanged.

Follow Us

Follow Startempire Wire on other social media channels.

0
My cart
Your cart is empty.

Looks like you haven't made a choice yet.