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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

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
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$0.21
per question
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

OnePulse
Founded: 2013
United Kingdom
www.onepulse.com

Company Information

AssetBook
Founded: 2004
United States
www.assetbook.com

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Categories

Categories

Financial Management Features

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

Financial Reporting Features

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

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Integrations

ALIP
MoneyGuide
Pontera
Redtail CRM
RightCapital

Integrations

ALIP
MoneyGuide
Pontera
Redtail CRM
RightCapital
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