Pulse Tech company · Pulse CRM platform
Pulse CRM helps advisory firms run controlled, audit-ready operations.
From onboarding and KYC to Fact Find, SoA, compliance routing, and commission workflows, Pulse CRM gives management, operations, and compliance teams shared control over every case.
Built for decision-makers and execution teams
Pulse CRM keeps a single case record usable across management, advisers, compliance, and operations, so each team can act without losing audit continuity.
Managing Director
Need: You need consistent processes and visibility across teams.
Pulse CRM: Standardised workflows, case status, and exportable history suitable for management oversight.
Financial Adviser
Need: You need to move cases forward without losing context across documents and approvals.
Pulse CRM: Structured case work, document status, and clear handoffs when compliance input is required.
Compliance
Need: You need reviewable evidence and controlled approvals — not informal chat threads.
Pulse CRM: Review queues, decision capture, and traceability aligned to a case-centric model.
Operations / Admin
Need: You need clean handoffs after approval and practical commission operations support.
Pulse CRM: Operational steps and commission workflows designed for batch processing and reconciliation hygiene.
Why advisory workflows break under growth
As volume rises, fragmented processes increase rework, delay approvals, and weaken evidence quality. Pulse CRM addresses these points with a case-centric operating model.
Fragmented case handoffs
Adviser, admin, and compliance teams often work across disconnected tools, making ownership and status unclear.
Weak traceability
Decisions, approvals, and document changes can be hard to evidence during internal review or audit requests.
Operational leakage
KYC checks, SoA review steps, and commission workflows may run outside a controlled case process.
A control model designed for regulated firms
Pulse CRM combines compliance routing, document workflows, and commission operations in one governed system, so teams can execute faster while preserving review discipline.
Product capabilities mapped to real control points
Each module is designed around day-to-day advisory operations, from onboarding and suitability to approvals, issuance, and post-sale administration.
How a case progresses in Pulse CRM
Pulse CRM follows a controlled lifecycle: create, review, approve, and complete with role-based responsibility and evidence captured at each stage.
Step 1
Client onboarding
Send a secure link so clients can upload POI and POA; extracted fields can be confirmed before downstream forms.
Step 2
Fact Find & suitability
Structured Fact Find capture with sections aligned to advice workflows; merge and review paths suitable for internal control.
Step 3
Statement of Advice
Guided SoA steps with review and issuance workflows; supports document generation and controlled delivery consistent with your process.
Step 4
Compliance review
Cases route through admin and compliance review with approvals, rejections, and mandatory notes where your policy requires them.
Step 5
Ongoing management
Commission tracking, periodic review obligations, and activity history — designed so teams can evidence what happened, when, and by whom.
Proof and trust foundations
Structured compliance routing · KYC & CDD-oriented workflows · Full audit trail · Role-based review gates
Product UI evidence
Key workflows are shown with structured UI panels for onboarding, review gates, and case progression.
Workflow evidence
Lifecycle steps are documented from intake to periodic review so firms can assess operational fit before rollout.
Control evidence
Role-based actions and audit-trail visibility are presented as explicit control points, not generic feature claims.
Book a guided walkthrough for your operating model
We will map Pulse CRM to your onboarding, suitability, compliance, and commission processes so you can assess fit with confidence.