PulseAssetBook
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Related Products
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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.
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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.
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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
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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
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Audience
Brands, agencies and publishers seeking an opinion platform that turns market research into real-time conversations with customers
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Audience
RIAs, Financial Planners, Investment Advisors
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$0.21
per question
Free Version
Not Supported
Free Trial
Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Company InformationOnePulse
Founded: 2013
United Kingdom
www.onepulse.com
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Company InformationAssetBook
Founded: 2004
United States
www.assetbook.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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Integrations
ALIP
Supported
MoneyGuide
Not Supported
Pontera
Not Supported
Redtail CRM
Not Supported
RightCapital
Not Supported
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Integrations
ALIP
Not Supported
MoneyGuide
Supported
Pontera
Supported
Redtail CRM
Supported
RightCapital
Supported
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