Pulse
Robust Portfolio Monitoring and Reporting.
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.
2003
United States
- Investment-management
- English
Industries
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Investment-management
Licensing & Deployment
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Open Source
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Cloud Hosted
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Windows
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Mac
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Linux
Support
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Email
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Phone
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Support DaysSupport Days
- Monday
- Tuesday
- Wednesday
- Thursday
- Friday
- Sunday
Support Time- 09:00 to 18:00 (EST)
Training
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Webinar
Knowledge Base
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Help Guides
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Video Guides
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Blogs
Pulse Core Features
Focus of Stock Portfolio Management Feature
- Client Management
- Data Warehousing
- Multi-Currency Support
- Portfolio Accounting
- Portfolio Rebalancing
- Risk Management
- Stock Alerts
- Tax Management
- Technical Analysis
- Watchlists
Pulse Pricing
Pricing Type
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Contact Vendor
Preferred Currency
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USD ($)
Free Version
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No
Payment Frequency
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Quote Based
Pulse Reviews
Pulse Integration
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