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Pulse360, a remote-ready workflow software solution for financial advisors, today announces the unveiling of its patent-pending, enterprise-level Software-as-a-Service (SaaS) suite. Designed to combat workflow inefficiencies and make advisory meeting notes 10x’s more efficient, Pulse360 fixes real-time, remote, and in-person working issues by addressing all aspects of the meeting documentation process - from preparation to follow-ups. Available immediately, advisors can use Pulse360 to prepare for meetings, save and send well-documented notes, and create efficient follow-ups, all through one easy-to-use platform.
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