Our New Partner webinars provide you with the details you need to 1) determine whether or not a new integration partner might be beneficial to your office and 2) if so, learn how to get signed up, set up and using the integration between Redtail and that new partner.

Pulse360, a remote-ready workflow software solution for financial advisors, today announces the unveiling of its patent-pending, enterprise-level Software-as-a-Service (SaaS) suite. Designed to combat workflow inefficiencies and make advisory meeting notes 10x’s more efficient, Pulse360 fixes real-time, remote, and in-person working issues by addressing all aspects of the meeting documentation process - from preparation to follow-ups. Available immediately, advisors can use Pulse360 to prepare for meetings, save and send well-documented notes, and create efficient follow-ups, all through one easy-to-use platform.

 

 

 

Video not Loading? Unable to view YouTube? CLICK HERE