Overview

About Pulse

Pulse is the most robust portfolio monitoring and reporting system. Save time, deliver precise portfolio reporting, and demonstrate your value to clients. Transfer files, upload documents, and deliver portfolio performance and tax consideration information to clients within seconds through our easy to use client portals. Tell your story and validate your value to clients through transparency.

At a glance

Software information

Industries served, licensing and the support Pulse provides.

Industries

Investment-management

Licensing

Open Source
Quote Based

Support

Email
Phone

Training

Webinar

Knowledge Base

Help Guides
Video Guides
Blogs

Languages (1)

English

Capabilities

Pulse features

The full feature set, grouped by module.

Stock Portfolio Management Software

Client Management
Data Warehousing
Multi-Currency Support
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Stock Alerts
Tax Management
Technical Analysis
Watchlists

Plans

Pulse pricing

Free Version

Payment Frequency

Quote Based

Preferred Currency

USD ($)

Vendor pricing page

Works with

Integrations

Pulse connects with the tools your team already uses.

RightCapital Tamarac

Media

Screenshots & video

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