PulseTechCRM

Company

About Pulse Tech

Pulse Tech builds software for regulated financial advice. Our product, Pulse CRM, was developed from hands-on experience supporting advisory operations — onboarding, suitability documentation, compliance review, and post-sale operational controls.

We start with Singapore as a base and design for advisory firms across APAC and globally where similar operating patterns apply. Pulse CRM is intended to be configuration-driven and workflow-aware — not a generic CRM with a finance skin.

What we optimise for

  • Compliance-first operations: traceable decisions, structured review gates, and audit-friendly history.
  • Adviser usability: clear case status and practical handoffs between teams.
  • Operational reality: commissions and periodic obligations treated as first-class workflows, not afterthoughts.