Best Practice: Track Critical Investment Information

Best Practice: Track Critical Investment Information

What you can do: Track Critical Investment Information

When it comes to investment policy statements or other critical investment information, having an organized system will help you and your practice.

For example, if a client has a favorite stock, or has an external account, how are you tracking this today? How do you pull this up in seconds? Is the system you have to track this flexible and scalable for your entire practice?

If you are using a Redtail CRM or Wealthbox CRM to track this - kudos to you. Do you store it in Excel as we had done for many years? The challenge with both of these methods for you is to remember and locate the information when you need it. When it comes to trading, you can't afford to spend your time searching systems to find this info. We have made this easy for you and your team.

With Pulse360, using tags attached to notes, you can instantly pull up the Investment Policy Statement information that you need. You can save the time you would have spent searching and have more client facing time.

Check out the video to see what we mean

Disclaimer: The video shows an older version of Pulse360 but the core functionality is the same. If you have any questions, contact support at support@pulse360.com


Related Links

  1. Tags: Overview
  2. How to Create Tags
  3. How to Tag Notes
  4. How to Search Existing Notes in the Workspace

Tips

  1. Use tags quickly find your notes.


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