Custodians and portfolio data
Inbound holdings and policy data with clear source-of-truth boundaries.
- Portfolio feeds
- Policy registers
- Reconciliation checkpoints
PulseTec · Integrations
Connect Pulse CRM to your operating stack
Pulse CRM is API-first. Integrations are scoped per engagement — we confirm data flows, ownership, and controls during discovery.
Insurers and product providers
Structured case and application data without duplicating client records.
- New business submissions
- Status updates
- Document exchange
Workflow automation
Event-driven workflows with operational visibility inside Pulse CRM.
- n8n orchestration
- Approval routing
- Notification flows
Client messaging
Engagement channels tied to the client record — not parallel inboxes.
- WhatsApp servicing flows
- Templated outreach
- Audit-linked threads
Identity and access
Role-scoped access aligned to adviser, ops, and compliance responsibilities.
- SSO where supported
- Role mapping
- Segregation of duties