Pulse

Pulse

AssetBook
+
+

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About

OnePulse is the opinion platform that turns market research into engaging, real-time conversation. Talk to people while they're living their lives to get honest insight in minutes. Every workday is filled with endless decisions. Make each one more informed with instant access to consumer insight. Our intuitive, self-service platform is designed to be used by anyone across the business, not just the research department. OnePulse community members share opinions with organisations by answering fun, thought-provoking, bite-sized Pulses on the OnePulse app. Members love OnePulse’s gamification and transparent reward system, which allows them to compare opinions and learn new things on topics that matter right now. This drives industry-leading engagement levels that ensure you receive honest and representative feedback exactly when you need it. OnePulse empowers brands and agencies with the confidence to make the very best decisions right now, allowing more time for insight and action.

About

Pulse by AssetBook is an attractive, easy to use, and intuitive portfolio management system built with an open API. Simple to integrate with your other software, Pulse makes it easy to interact with all of your firm’s integrations in a meaningful way. Pulse features a firm dashboard, critical to understanding your business’s metrics, AUM, and fee revenue growth over time. Easily and intuitively monitor your top investment holdings and global allocation through your Pulse dashboard.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Not Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Brands, agencies and publishers seeking an opinion platform that turns market research into real-time conversations with customers

Audience

RIAs, Financial Planners, Investment Advisors

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$0.21
per question
Free Version Not Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

OnePulse
Founded: 2013
United Kingdom
www.onepulse.com

Company Information

AssetBook
Founded: 2004
United States
www.assetbook.com

Alternatives

Alternatives

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iPlus

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Pulse

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Optimizer

Optimizer

Synertree CMS

Categories

Market Research Supported
Survey Supported

Categories

Financial Management Features

Budgeting & Forecasting Not Supported
Cash Management Supported
Consolidation / Roll-Up Supported
Currency Management Not Supported
Financial Reporting Supported
Investment Management Supported
Project Management Not Supported
Revenue Recognition Not Supported
Risk Management Supported
Tax Management Supported

Financial Reporting Features

"What If" Scenarios Supported
Audit Trail Supported
Balance Sheet Supported
Cash Management Supported
Consolidation / Roll-Up Supported
Forecasting Supported
General Ledger Supported
Income Statements Supported
Multi-Company Supported
Multi-Department / Project Supported
Profit / Loss Statement Supported

Investment Management Features

Accounting Management Supported
Benchmarking Supported
Bonds / Stocks Supported
Client Management Supported
Commodities Supported
Compliance Reporting Supported
Data Import / Export Supported
For Investment Advisors Supported
For Investors & Traders Supported
Fund Management Supported
Modeling & Simulation Not Supported
Payroll & Commissions Not Supported
Performance Metrics Supported
Portfolio Management Supported
Risk Management Supported

Integrations

ALIP Supported
MoneyGuide Not Supported
Pontera Not Supported
Redtail CRM Not Supported
RightCapital Not Supported

Integrations

ALIP Not Supported
MoneyGuide Supported
Pontera Supported
Redtail CRM Supported
RightCapital Supported
Claim OnePulse and update features and information
Claim OnePulse and update features and information
Claim Pulse and update features and information
Claim Pulse and update features and information