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Be better prepared with relevant data at a click
Dynamic SmartFields helps advisors cut manual work, scale efficiently, and deliver a superior client experience
We're excited to announce Holistiplan's new integration with Pulse360, allowing advisors to seamlessly pull data into Dynamic SmartFields for faster, more efficient document creation.” - Roger Pine, CFP®, CEO and Co-Founder of HolistiplanRIVERSIDE, CA, UNITED STATES, December 22, 2024 /EINPresswire / -- Pulse360, a leader in innovative wealth management solutions, is proud to announce the launch of its groundbreaking feature, Dynamic SmartFields . Designed to revolutionize how financial advisors interact with client data, this first-of-its-kind feature enables advisors to seamlessly pull critical data from third-party software directly into their client documents with just a few clicks.
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 toggling between systems. Three years in the making, this collaboration demonstrates Pulse360's commitment to innovation and operational excellence.
Quote from Anand Sheth, CEO of Pulse360:
"The launch of Dynamic SmartFields marks a monumental leap forward in how advisors manage client data. At Pulse360, we believe in empowering financial advisors to focus on their clients rather than technology. Our partnership with Holistiplan is the first step in what we see as a new era of integrated, intelligent tools that enhance efficiency, scale and client satisfaction."
Quote from Roger Pine, CFP®, CEO and Co-Founder of Holistiplan:
"We're excited to announce Holistiplan's new integration with Pulse360, allowing advisors to seamlessly pull data into Dynamic SmartFields for faster, more efficient document creation,” said Roger Pine, CFP®, CEO and Co-Founder of Holistiplan.“This integration enhances workflow efficiency, helping advisors better serve their clients."
Dynamic SmartFields simplifies complex workflows, reduces administrative burden, and ensures data accuracy-benefits that can directly impact the productivity and profitability of financial advisory practices. By making critical client data readily accessible, advisors can craft personalized client communications in less time, fostering trust and delivering superior service.
The collaboration with Holistiplan, an industry leader in tax planning solutions, is just the beginning. Pulse360 plans to expand Dynamic SmartFields to integrate with additional software providers, creating a seamless ecosystem for wealth management professionals.
About Pulse360
Pulse360, a 2024 AdviceTech Live Community Award recipient, a 2021 & 2023 Wealthmanagement Industry Awards Finalist, was created to make financial advisors at least 50% more productive. Our remote-ready SaaS suite can make every aspect of fiduciary meeting prep and documentation 10X more efficient. The Company was founded in 2019 by Anand Sheth and James Hill. The Company is headquartered in Riverside, CA.
About Holistiplan
Holistiplan is an award-winning tax planning software designed to help financial advisors provide comprehensive and efficient tax analyses. By automating complex calculations and simplifying reporting, Holistiplan enables advisors to focus on delivering value to their clients.
For more information about Dynamic SmartFields or to schedule a demo, visit
Anand Sheth
Pulse360
+1 951-254-2373
email us here
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Legal Disclaimer:
MENAFN provides the information “as is” without warranty of any kind. We do not accept any responsibility or liability for the accuracy, content, images, videos, licenses, completeness, legality, or reliability of the information contained in this article. If you have any complaints or copyright issues related to this article, kindly contact the provider above.