Pulse360 and Holistiplan Unveil Dynamic SmartFields, Revolutionizing Wealth Management Operations

Pulse360 has announced the launch of its groundbreaking feature, Dynamic SmartFields. Designed to revolutionize how financial advisors interact with client data, this first-of-its-kind feature enables advisors to seamlessly pull critical data from third-party software directly into their client documents with just a few clicks. The initial integration with Holistiplan sets…