
WealthPulse is a wealth data intelligence platform built for RIA firms and wealth management organizations. It unifies data from multiple custodians and vendors into a single platform, eliminating the need to manually reconcile data across portals and spreadsheets. Advisors get a consolidated view of their book of business with real-time alerts for portfolio drift, attrition risk, and relevant market events. Operations teams monitor data ingestion health and KPI performance across the firm, while leadership gets visibility into revenue, retention, and advisor productivity, all in one place.

WealthPulse by Polestar Analytics is an AI-powered wealth data intelligence and command center platform designed for Registered Investment Advisors (RIAs) and family offices managing multi-custodian environments
Polestar Analytics is a technology and consulting firm specializing in data analytics, business intelligence, and enterprise performance management solutions. The company offers services in data strategy, data engineering, cloud enablement, and advanced analytics, helping businesses to drive digital transformation and improve decision-making processes. Polestar Analyics caters to a wide range of industries, including retail, healthcare, finance, and manufacturing, among others. Through a combination of innovative technology and industry expertise, they support organizations in harnessing data for strategic advantage and operational efficiency.