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Front to Home Office.Entirely in sync.
Centralize advisor and operations communication in one place, eliminating the back-and-forth with built-in messaging, Slack and Microsoft Teams integration, and a complete archive of every interaction.
Your team is doing the work.
The coordination is slowing everything down.
Advisors ask ops. Ops messages the home office. Someone checks Slack. Someone else emails.Work gets done in three places, status lives nowhere, and the client waits. Pulse fixes thelayer underneath your workflows so every team stays in sync without the back-and-forth.
Work stalls at handoffs
Cases sit waiting because no one knows what step needs action or who owns it. Advisors follow up on things ops has already handled.
Communication is scattered
Conversations happen in Slack, Teams, email, and the platform none of it connected. Context gets lost every time a thread moves.
The home office is always catching up
Leadership has no live view into what's moving and what's stuck. Oversight requires chasing updates, not reading a feed.
Pulse connects the work, the team, and the conversation in one place.
Sync with the tools you already use: Slack and Microsoft Teams messages appear directly in client Pulse feeds, so nothing gets missed.
One Activity Feed.
Every team. Always connected.
Pulse brings together messaging, task execution, and activity tracking in one place,
embedded across your workspace so collaboration is never an afterthought.
Advisors see what's happening with every client. Operations has full visibility into every workflow. The home office maintains oversight without chasing updates. Pulse makes it possible by embedding activity, messaging, and task execution into a single connected layer.
- Real-time activity stream across every client, team, and workflow
- Contextual messaging tied directly to client records and cases
- AI-generated summaries and direct workflow action commands
- Native integration with Microsoft Teams and Slack
Pulse Execution Layer
AI-powered · Always on · Fully connected
Four capabilities.
One connected layer.
Unified Execution Terminal
Initiate cases, send documents for e-signature, and deliver to the client portal without switching between tools or losing context.
- Take direct action on any workflow from a single interface
- Built-in e-signature and document delivery within case steps
- Secure portal delivery for clients and advisors
Execution Terminal
Contextual Chat & Messaging
Teams message each other directly about client workflows without leaving the platform. Slack and Microsoft Teams messages sync directly into each client's Pulse feed.
- Native CRM and chat functionality built into every workspace
- Messaging between teams tied directly to client records
- Integration with Microsoft Teams and Slack for full traceability
Team Chat : Park Account
Sarah M. : Advisor
Client confirmed the wire. Can ops advance the onboarding case now?
Alex C. : Operations
On it. Custodian sync confirmed, advancing the case now.
Sarah M. : Advisor
Great, I'll update the client. Thanks 👏
Automated Activity Streams
Notes, emails, Slack messages, documents, cases, and task updates all surface in a single chronological timeline on every client profile.
- Unified stream of all firm-wide activity in real time
- Automated tracking of task ownership and status
- Every interaction logged with user attribution and timestamps
Activity Stream : Live
AI-Powered Client Insights
Ask a question, get an answer. Issue a command, trigger a workflow. The AI assistant surfaces prioritized next actions based on client data, activity history, and open tasks.
- Agent-generated status summaries across the full book
- Direct action commands to initiate new workflows from chat
- Home office and advisory teams communicate through a shared layer
AI Assistant : Book Summary
“Show accounts with KYC due this month”
3 accounts due : 1 flagged overdue
Answered“Create KYC review task for Martinez”
Task created and assigned to advisor
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Pulse
Bring your firm into
one execution layer.
See how Pulse connects your advisors, operations, and clients
in a single AI-powered workspace, without replacing the tools you already use.