The platform

One platform. Every part of distribution.

A guided look at the connected data model beneath operations, the advisor experience, opportunity auditing, commissions, and agentic AI.

Platform Spotlight · 1:18
In this spotlight

What you’ll see.

01

The foundation

One connected data model — the load-bearing infrastructure the whole distribution chain builds on, not a stack of bolt-ons.

02

Five products, one system

PulseConnect, Pulse360, PulseDrive, and PulseLedger — operations to commissions, working as one.

03

What comes after the CRM

The system of record becomes the system of action — software that finally does the work.

See it live

See the architecture in action.

Walk Pulse Point through your carriers, your hierarchy, and your book — on one platform.

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