Dynamic SmartFields introduces groundbreaking efficiencies in client data management for financial advisors. The inaugural integration with Holistiplan allows seamless data sharing, helping advisors save time, scale operations, and improve the client experience.
Revolutionizing Financial Advisory Workflows:
Dynamic SmartFields lets advisors access key data—like a client’s total income—directly within the Pulse360 platform, eliminating tedious toggling between multiple systems.
Enhanced Efficiency and Scalability:
This feature simplifies workflows, reduces administrative tasks, and boosts data accuracy, directly impacting advisory practice productivity and profitability.
Visionary Leadership on Integration:
- Anand Sheth, CEO of Pulse360, remarked:
“The launch of Dynamic SmartFields marks a monumental leap forward in how advisors manage client data. At Pulse360, we are ushering in a new era of integrated, intelligent tools to enhance efficiency, scale, and client satisfaction.” - Roger Pine, CFP®, CEO of Holistiplan, emphasized:
“This integration helps advisors seamlessly pull data into Dynamic SmartFields, creating faster and more efficient documents, enhancing workflows, and enabling superior client service.”
Future Outlook:
While this collaboration with Holistiplan is the first step, Pulse360 aims to broaden Dynamic SmartFields’ capabilities through integrations with additional software providers, creating a unified ecosystem for wealth management professionals.