ClientPulse is an AI agent that runs proactive outreach on your behalf — birthday check-ins, market event alerts, meeting prep, and follow-up cadences. All without touching your calendar.
You entered this business to build relationships and help people make sense of their money. Instead, you spend your days copying notes, pulling up portfolio histories, scheduling reminders, and drafting check-in emails that never get sent.
The advisors running $500M practices aren't doing it with willpower. They're doing it with systems. But the systems available to small and mid-size practices are either spreadsheets or enterprise CRMs that cost more than your rent.
Proactive outreach falls off the list because there's always a fire to put out first.
Meeting prep takes 45 minutes before every review. You're re-reading your own notes from a year ago.
You send a check-in email and then forget about it. Follow-up never happens. The cycle breaks.
Birthday greetings, market event check-ins, annual review reminders, and welcome-back notes go out automatically. Every message is personalized to the client and sounds like you wrote it. You approve the template once; it runs forever.
Before every meeting, ClientPulse pulls the client's full history — recent contact log, portfolio changes, prior notes, and any relevant market events. You walk in knowing everything. The prep time goes from 45 minutes to 5.
After every call, ClientPulse sets the follow-up sequence in motion — action items drafted, next steps logged, reminders scheduled. No more "I'll send that email later" that never happens. Every relationship has a next step, and now it gets executed.
A live dashboard shows every client touch-point made this week, who's due for a check-in, and which relationships need attention. You manage the agent, not the client list. Every decision is informed by a complete picture.
Link your existing CRM, calendar, or import a client list. ClientPulse reads your client data and learns your practice. Setup takes under an hour.
Choose which touch-points run automatically. Set your voice, your tone, your approval level. ClientPulse works within the guardrails you define.
Your agent executes every day. Every message goes out on time. You review the output, approve what needs approving, and step in when human judgment is required.
The advisors who will win the next decade aren't the ones with the best research or the most credentials. They're the ones who stay in front of their clients more than everyone else — and actually run a business instead of just working in one.
ClientPulse makes that possible for every independent advisor, not just the ones with enterprise budgets.
Your AI agent is running right now.