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Pulse is a web-based solution that offers a robust portfolio monitoring and reporting system. It is designed to help investment advisors save time, deliver precise portfolio reporting, and demonstrate value to clients. From one centralized system, Pulse enables advisers to upload documents, transfer files, and deliver information to clients.
Pulse offers customizable and interactive performace reporting capabilities. Using a firm-level dashboard, advisors can access imrpotant metrics that break down AUM growth into key values. The dashboard also provides data related to asset allocation at the global level. The system can integrate with exisitng CRM, financial planning, and other types of software.
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