Tag : Pulse360

Pulse360 and Holistiplan Unveil Dynamic SmartFields, Revolutionizing Wealth Management Operations
Digital Payments Finance Fintech Fintech Primers Markets News Technology

Pulse360 and Holistiplan Unveil Dynamic SmartFields, Revolutionizing Wealth Management Operations

EIN Presswire
by EIN Presswire0
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......
Pulse360 Launches Automatic Workflow Triggers In Partnership With Leading Wealth Management CRMs
Business Fintech InsurTech Investment Services News Risk Management

Pulse360 Launches Automatic Workflow Triggers In Partnership With Leading Wealth Management CRMs

Fintech News Desk
by Fintech News Desk0
Pulse360 today announced a new automatic workflow triggers feature that helps financial advisors avoid double work of communicating with their clients/prospects and manually triggering workflows in their CRMs. Starting February 24, Pulse360 will empower financial advisors in the Wealth Management industry to attach workflows to their advice that automatically get triggered in......
Pulse360-Launches-Automatic-Task-Creation-in-Partnership-with-Leading-Financial-Advisor-CRMs.
Business Fintech News

Pulse360 Launches Automatic Task Creation In Partnership With Leading Financial Advisor CRMs

Fintech News Desk
by Fintech News Desk0
Pulse360 today announced a new automatic task creation feature that helps financial advisor avoid double work of communicating with their clients/prospects and manually creating tasks in their CRMs. Starting December 17, Pulse360 will empower financial advisors to attach tasks to their advice that automatically get created in Redtail CRM or......
1