Pulse 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
User Reviews

Overview

Pulse

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Pricing

Starting at $400.00 per month

About Pulse

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.

Pulse Screenshots

Pulse Pricing and Plans

Starting price: $400.00 per month

Free Trial

Free Version

Basic

$400.00

per user, per month

No plan information available

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Pulse Features

Popular features found in Financial Reporting
Bank Reconciliation
Billing & Invoicing
Cash Management
Consolidation/Roll-Up
Data Import/Export
Expense Tracking
Financial Analysis
Multi-Currency
Reporting/Analytics
More features of Pulse
Accounting
Alerts/Notifications
Asset Lifecycle Management
Benchmarking
Bonds/Stocks
Budgeting/Forecasting
Client Management
Client Portal
Compliance Management
Compliance Tracking
CRM
Customer Engagement
Dashboard
Fee Management
For Investment Advisors
For Investors & Traders
Investments Tracking
Mobile Access
Modeling & Simulation
Monitoring
Performance Management
Performance Metrics
Portfolio Accounting
Portfolio Management
Portfolio Rebalancing
Portfolio Reporting
Profit/Loss Statement
Risk Management
Tax Management
Wash Sale Detection
"What If" Scenarios