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Pulse360 integrates with popular CRM tools like Redtail, Wealthbox, and Salesforce, which allows advisors to keep all their client data in one ecosystem and avoid duplicating information across platforms. Review collected by and hosted on G2.com.
Pulse360 can be relatively expensive, especially for smaller advisory firms or solo practitioners. The software is priced with mid-to-large firms in mind, so the cost might feel high for those with limited budgets. Review collected by and hosted on G2.com.
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