Dynamic SmartFields helps advisors cut manual work, scale efficiently, and deliver a superior client experience
The initial integration with Holistiplan sets the stage for an industry transformation. With Dynamic SmartFields, financial advisors can now access data points, such as a client’s total income, directly within the Pulse360 platform—eliminating the need for time-consuming toggling between systems. Three years in the making, this collaboration demonstrates Pulse360’s commitment to innovation and operational excellence.
Quote from Anand Sheth, CEO of Pulse360:
“The launch of Dynamic SmartFields marks a monumental leap forward in how advisors manage client data. At Pulse360, we believe in empowering financial advisors to focus on their clients rather than technology. Our partnership with Holistiplan is the first step in what we see as a new era of integrated, intelligent tools that enhance efficiency, scale and client satisfaction.”
We’re excited to announce Holistiplan’s new integration with Pulse360, allowing advisors to seamlessly pull data into Dynamic SmartFields for faster, more efficient document creation. ”
— Roger Pine, CFP®, CEO and Co-Founder of Holistiplan
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Quote from Roger Pine, CFP®, CEO and Co-Founder of Holistiplan:
“We’re excited to announce Holistiplan’s new integration with Pulse360, allowing advisors to seamlessly pull data into Dynamic SmartFields for faster, more efficient document creation,” said Roger Pine, CFP®, CEO and Co-Founder of Holistiplan. “This integration enhances workflow efficiency, helping advisors better serve their clients.”
Dynamic SmartFields simplifies complex workflows, reduces administrative burden, and ensures data accuracy—benefits that can directly impact the productivity and profitability of financial advisory practices. By making critical client data readily accessible, advisors can craft personalized client communications in less time, fostering trust and delivering superior service.
The collaboration with Holistiplan, an industry leader in tax planning solutions, is just the beginning. Pulse360 plans to expand Dynamic SmartFields to integrate with additional software providers, creating a seamless ecosystem for wealth management professionals.
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