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“What you’ve done here with your new Pulse platform is perfect for us! Pulse is exactly what we’ve been waiting for.”

Portfolio Reporting Software

Keith Barr, CFP®, CLU, ChFC
LifePlan Financial Advisory Group

“Pulse is a game changer for our industry! This is amazing! It’s easy, clean and fast! I love you AssetBook!”

Portfolio Reporting Software

Patti Brennan, CFP, CFS
Key Financial, Inc