Pulse360 and Holistiplan Unveil Dynamic SmartFields, Revolutionizing Wealth Management Operations
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......