Nothing promised gets forgotten again
Every commitment from every meeting, tracked to completion.
With a clear owner and due date, visible to both advisor and client inside your branded app.
A shared to-do each side works together
Clear owner
Every item names the advisor, the client, or both. Nothing sits in the ambiguous middle where each side assumes the other has it.
Due date both sides see
A date both parties can see turns a vague intention into a commitment, and removes the awkward email asking whether it ever happened.
Live status as work gets done
Status updates as work gets done. Completed items are marked, overdue items are flagged, and neither side has to hold the list in their head.
Push, complete, message, strengthen
Client push when assigned
Assign an item and the client gets a push notification. They open the app and see exactly what is theirs to do and what their advisor is handling.
One-tap completion and upload
Confirming a task or uploading a document takes one tap. If the client has a question, they message the advisor from the item itself, so the task and the conversation stay together.
Advisor book-wide dashboard with overdue flags
Every client's open items roll up into one view, with due and overdue items surfacing automatically. No advisor has to remember which of 150 clients still owes a signed form.
Pulse fills the list. Action Items closes it.
Meeting to completion
After a meeting, Pulse delivers structured items; Action Items is where commitments live and get closed over the days and weeks that follow.
Shared, persistent, attributable
The same follow-through across every advisor
Compliance-ready record
Timestamped ownership and completion history give clients confidence and firms a complete record.
Architecture, not memory
What mid-market COOs ask before they switch
How is this different from Pulse?
Pulse is the meeting-to-action engine; Action Items is the persistent shared task layer those items live in.
Can clients complete items in-app?
Yes. One-tap completion and messaging from the item.
CRM sync?
Items can sync with Salesforce, Redtail, or Wealthbox via platform integrations.
Recurring items?
Yes, for regular planning-cycle tasks.
What if a client is inactive?
Items remain in the advisor portal and surface when the client engages the app.
Built to the highest standards in wealth management
SOC 2 Type II, ISO 27001:2022, GDPR, end-to-end encryption, and a full Trust Center.
