PulseTec · Pulse CRM
A System, Not a Set of Tools
Pulse CRM gives wealth firms full control over clients, portfolios, documents, and operations — without relying on spreadsheets, disconnected systems, or WhatsApp workflows.
Designed from real advisory workflows across global markets.
Most CRMs Store Data. Pulse CRM Runs Operations.
Traditional CRM systems focus on storing contacts and notes.
Wealth firms need something different:
- a system of record
- a system of control
- a system that reflects how the business actually operates
Pulse CRM is designed to connect advisory workflows in one authoritative record — reducing reliance on scattered tools for client, revenue, and evidence data.
It replaces fragmented workflows with a single system of record.
When everything is structured, everything becomes visible and controllable.
Built Around the Real Work of Advisory Firms
A Structured View of Every Client
Many firms still piece together client history across spreadsheets, chat threads, and scattered notes.
Maintain a complete and structured record of every client — including relationships, interactions, and servicing history — without relying on scattered notes or external tools.
- Centralised client profiles
- Relationship and household mapping
- Interaction and servicing history
- Source tracking and segmentation
Every client interaction is recorded, traceable, and part of a single system.
Honest boundaries
- Household mapping depth varies by configuration during implementation.
- Historical data quality depends on migration sources.
Full Visibility Over Client Assets
Asset visibility breaks when policies, holdings, and AUM sit in disconnected systems.
Track holdings, policies, and AUM across providers and currencies — without manual reconciliation across spreadsheets and disconnected systems.
- Policy-level asset tracking
- Multi-provider visibility
- Multi-currency AUM support
- Structured portfolio records
You always know where client assets are — and how they are structured.
Honest boundaries
- Portfolio/AUM views require configured provider feeds or manual entry.
- Not a substitute for custodian-of-record reporting.
Understand How Revenue Flows Through Your Business
Revenue confidence drops when inflows and payouts are tracked manually across separate files.
Track commission inflows, allocations, and payouts with a structured system that removes the need for manual tracking and reconciliation.
- Commission inflow tracking
- Adviser allocation logic
- Multi-currency handling
- Structured payout visibility
Revenue is no longer estimated — it is clearly tracked and attributable.
Honest boundaries
- Commission screens require approved revenue configuration.
- Payout rules are firm-specific — not pre-packaged tax or regulatory advice.
Built for Audit-Ready Operations
Compliance risk increases when documents are stored across inboxes, folders, and ad hoc trackers.
Maintain secure, structured document records with full traceability — supporting compliance requirements without adding operational overhead.
- POI / POA document management
- Structured storage and categorisation
- Retention discipline support
- Full document traceability
Every document is accounted for, accessible, and audit-ready.
Honest boundaries
- Retention policies are configured per firm requirements during implementation.
Structured Workflows, Not Manual Follow-Ups
Client servicing becomes inconsistent when follow-ups rely on manual reminders and WhatsApp message chains.
Automate client servicing and engagement workflows — including WhatsApp communication — without losing control or visibility.
- Workflow automation (n8n)
- WhatsApp engagement flows
- Lead-to-client conversion processes
- Trigger-based follow-ups
Client servicing becomes consistent, scalable, and trackable.
Honest boundaries
- WhatsApp and n8n integrations are scoped per engagement — not universal out-of-the-box connectors.
One Connected System From First Contact to Ongoing Service
Instead of switching between tools, everything happens within a single structured system.
Capture and structure client data
Track portfolios, policies, and AUM
Manage documents and compliance records
Automate engagement and servicing workflows
Maintain full operational visibility
No gaps. No blind spots. No disconnected processes.
Built for Control, Not Just Convenience
Pulse CRM is designed with the assumption that every action must be visible, traceable, and auditable.
Security
- Encrypted data in transit and at rest
- Role-based access control
- Secure API-first architecture
Operational control
- Full audit logs
- Structured visibility across actions
- Controlled user roles and permissions across the organisation
- Controlled access to sensitive data
Compliance
- Designed with jurisdiction-aligned discipline in mind
- Privacy-regulation-conscious data handling
- Document traceability and retention support
Designed to keep client data, documents, and key actions on an authoritative record inside the system.
Built to Work With Your Existing Stack
Pulse CRM is designed to integrate into modern advisory workflows — supporting automation, communication, and system connectivity without creating new silos or duplicating data across systems.
- API-ready architecture
- n8n workflow integration
- WhatsApp communication flows
- Extensible system design
The system adapts to your operations — not the other way around.
See How Pulse CRM Fits Your Firm
Understand how a structured system can improve control, visibility, and operational clarity across your business.
A discovery session typically takes 15–30 minutes to assess fit for your workflow.
We walk through how structured records can improve control and visibility compared with fragmented tooling.
Built for firms that want full control over client, portfolio, and operational data.