---
description: Review of Pulse Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Pulse | Reviews, Pricing & Demos - SoftwareAdvice NZ
---

Breadcrumb: [Home](/) > [Financial Reporting Software](/directory/1904/financial-reporting/software) > [Pulse](/software/221983/assetbook)

# Pulse

Canonical: https://www.softwareadvice.co.nz/software/221983/assetbook

> Pulse is a web-based solution that offers a robust portfolio monitoring and reporting system. It is designed to help investment advisors save time, deliver precise portfolio reporting, and demonstrate value to clients. From one centralized system, Pulse enables advisers to upload documents, transfer files, and deliver information to clients. 

Pulse offers customizable and interactive performace reporting capabilities. Using a firm-level dashboard, advisors can access imrpotant metrics that break down AUM growth into key values. The dashboard also provides data related to asset allocation at the global level. The system can integrate with exisitng CRM, financial planning, and other types of software.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## About the vendor

- **Company**: Assetbook
- **Founded**: 2006

## Commercial Context

- **Starting Price**: US$400.00
- **Pricing model**: Per User (Free Trial)
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- "What If" Scenarios
- Accounting
- Alerts/Notifications
- Asset Lifecycle Management
- Benchmarking
- Billing & Invoicing
- Bonds/Stocks
- Budgeting/Forecasting
- CRM
- Cash Management
- Client Management
- Client Portal
- Compliance Management
- Compliance Tracking
- Consolidation/Roll-Up
- Customer Engagement
- Dashboard
- Data Import/Export
- Fee Management
- For Investment Advisors

## Support Options

- Email/Help Desk
- Phone Support

## Category

- [Financial Reporting Software](https://www.softwareadvice.co.nz/directory/1904/financial-reporting/software)

## Related Categories

- [Financial Reporting Software](https://www.softwareadvice.co.nz/directory/1904/financial-reporting/software)
- [Financial Services Software](https://www.softwareadvice.co.nz/directory/4356/financial-services/software)
- [Investment Management Software](https://www.softwareadvice.co.nz/directory/4566/investment-management/software)
- [Stock Portfolio Management Software](https://www.softwareadvice.co.nz/directory/4259/stock-portfolio-management/software)

## Alternatives

1. [Plaid](https://www.softwareadvice.co.nz/software/179020/plaid-for-lending) — 4.4/5 (95 reviews)
2. [Unity](https://www.softwareadvice.co.nz/software/395666/unity) — 5.0/5 (3 reviews)
3. [AdvisorEngine](https://www.softwareadvice.co.nz/software/192613/advisorengine) — 4.4/5 (24 reviews)
4. [Allvue](https://www.softwareadvice.co.nz/software/267398/allvue) — 5.0/5 (1 reviews)
5. [Backstop](https://www.softwareadvice.co.nz/software/127096/backstop) — 4.3/5 (46 reviews)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/221983/assetbook)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/product/221983-assetbook/> |
| en-AU | <https://www.softwareadvice.com.au/software/221983/assetbook> |
| en-GB | <https://www.softwareadvice.co.uk/software/221983/assetbook> |
| en-IE | <https://www.softwareadvice.ie/software/221983/assetbook> |
| en-NZ | <https://www.softwareadvice.co.nz/software/221983/assetbook> |

-----

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