<ul><li>Pulse360 and Holistiplan have unveiled Dynamic SmartFields, transforming wealth management operations.</li><li>Dynamic SmartFields enable financial advisors to access client data directly within the Pulse360 platform, eliminating the need for toggling between systems.</li><li>The integration enhances workflow efficiency, allowing advisors to craft personalized client communications faster and deliver superior service.</li><li>Pulse360 plans to expand Dynamic SmartFields to integrate with more software providers, creating a seamless ecosystem for wealth management professionals.</li></ul>

Pulse360 and Holistiplan Unveil Dynamic SmartFields, Revolutionizing Wealth Management Operations

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