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Pulse360
Pulse360 is an enterprise-level software designed for financial advisors, aiming to automate and streamline their daily tasks, thereby minimizing workload, saving time, and ensuring compliance. The…
Pulse360
Pulse360 is an enterprise-level software designed for financial advisors, aiming to automate and streamline their daily tasks, thereby minimizing workload, saving time, and ensuring compliance. The…
TL;DR
Product: SaaS platform that captures notes, automates deliverables, and integrates with CRMs for financial advisors
Headquarters: Riverside, California
Founders: Anand Sheth (Founder / CEO), Jamie (James) Hill (Co‑founder / CTO)
Security & privacy: SOC 2 Type II compliant; does not use client data to train AI models
Integrations: Redtail, Wealthbox, Salesforce