The new feature removes the need to switch between systems, saving time and ensuring accurate data. Credit: David Gyung/Shutterstock.

Pulse360, a provider of wealth management solutions, and software company Holistiplan have unveiled Dynamic SmartFields, a new feature designed to help advisors reduce manual work and scale efficiently.

This new offering allows financial advisors to easily integrate critical client data from third-party applications into client documents, streamlining their operations.

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The first integration with Holistiplan removes the need to switch between systems, saving time and ensuring accurate data.

Holistiplan CEO and co-founder Roger Pine said: “We’re excited to announce Holistiplan’s new integration with Pulse360, allowing advisors to seamlessly pull data into Dynamic SmartFields for faster, more efficient document creation.

 “This integration enhances workflow efficiency, helping advisors better serve their clients.”

Dynamic SmartFields facilitates direct access to essential data points, including a client’s total income, within the Pulse360 platform.  

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After three years in development, Dynamic SmartFields aims to simplify intricate workflows, alleviate administrative tasks, and maintain data precision.

Pulse360 is set to broaden the reach of Dynamic SmartFields, aiming to establish a comprehensive ecosystem by partnering with more software providers.

Pulse360 CEO Anand Sheth said: “The launch of Dynamic SmartFields marks a monumental leap forward in how advisors manage client data. At Pulse360, we believe in empowering financial advisors to focus on their clients rather than technology.

“Our partnership with Holistiplan is the first step in what we see as a new era of integrated, intelligent tools that enhance efficiency, scale and client satisfaction.”

Last year, Pulse360 introduced feature, NoteGenius, as part of Pulse360 software.

The tool harnesses the power of AI and automation to streamline and enhance the note-taking process for financial advisors. This helps in improving productivity and client engagement.