Partners you can count on
Every advisory firm is different, so we have partnered with a range of fintech and custodial platforms to give you the flexibility to choose your tech on your terms.
Account Aggregation
Custodians
CRM
Financial Planning
Trading & Rebalancing
Insurance
Risk Analysis
Account Aggregation
An account aggregation platform that collects account information from virtually any online financial portal where a client account is held.
A data aggregator built specifically for investment use cases, aggregating raw data from over 15,000 sources.
Account Aggregation
Retirement Planning
Alternative Investments
Risk Assessment
Retirement Planning
Alternative Investments
Risk Analyzation
Estate Planning
Custodians
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Custodians
CRM
Financial Planning
Trading & Rebalancing
Insurance
Trading and Rebalancing, Your Way
Being a fiduciary for your clients’ investments is your top priority. Our platform allows you to connect the trading and rebalancing capabilities that align with your needs and goals to best serve your clients.
View Trade and Performance Data Where You Need It
Here’s how Pulse integrates your preferred trading and rebalancing technologies into our platform:
industry Partnerships
We Work Well With Others
Our deep industry relationships and open API have allowed us to build meaningful integrations with a wide range of custodial partners. And because we’ve spent years tuning our infrastructure to enable seamless connection, we’re always willing to add to the list. If we’re not already working with your custodian, let us know. Our team is happy to explore integration potential.
Looking for Another Tool?
Talk to our integrations specialists to share your specific trading or rebalancing needs, or view all available integrations at the links below.
Looking for Another Tool?
Talk to our integrations specialists to share your specific trading or rebalancing needs, or view all available integrations at the links below.
Adding Value Through Client Relationship Technology
Our open API and deep integration relationships enable you to seamlessly connect a range of CRM technologies to our platform and do more for your clients in one place.
Customer Relationship Data Where You Need It
Here’s how we deliver critical CRM data within your AssetBook experience:
Don’t See the Platform You Use?
Get in touch with our partnerships team to talk about your specific needs.