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Anand Sheth

Helping advisors turn clients into raving fans via professional documentation

Anand Sheth is the CEO and Founder of Pulse360, a software company that provides technology solutions for financial advisors.1 With over 20 years of experience in the financial advisory industry, Anand developed Pulse360 to address the challenges faced by advisors in creating efficient and compliant client documentation.2

Professional Background

Anand's career in finance spans more than two decades. Before founding Pulse360 in July 2019, he held the following positions:

  • Chief Operations Officer at Confluence Wealth Management Group (July 2017 - June 2019)
  • Operations Manager at Ameriprise Financial (May 2000 - June 2019)3

During his time at Ameriprise Financial, Anand wore multiple hats, including Practice Manager, Client Service Manager, Financial Analyst, Investment Analyst, and Compliance Supervisor.3

Education

Anand holds a Bachelor's degree in International Business Administration from the University of Lincoln, which he completed between 1997 and 1999.3

Pulse360

Anand founded Pulse360 in 2019 alongside James Hill, who serves as the company's CTO.1 The company's mission is to help financial advisors become more productive by streamlining their workflow, particularly in the area of client meeting documentation and follow-ups.2

Pulse360's software aims to:

  • Automate and simplify the creation of client meeting summaries
  • Ensure compliance with industry regulations
  • Integrate with existing CRM systems
  • Improve advisor efficiency and productivity

The company officially launched its software on May 4, 2020, during the COVID-19 pandemic.1

Expertise and Vision

Anand's extensive experience in the financial advisory sector led him to identify a significant workflow bottleneck: the time-consuming process of creating accurate and compliant post-meeting summaries and documentation. This insight drove the development of Pulse360's innovative technology.1

Anand's goal is to make financial advisors at least 50% more productive by creating technology that aligns with their existing workflows and integrates with tools they already use.1

Highlights

Jul 19 · linkedin

Ok - officially mind blown 🤯 - just saw a demo of AI tech for advisors that will be shown next week at the AI & Automation Summit.

I wish I had this when I was an advisor.

Haven't register yet? Click this 👉 https://lnkd.in/gRrTxAsw

Join hundreds of advisors to check this out. Only registered folks will get replay.

VRGL FP Alpha Snappy Kraken Orion WealthFeed ARQA Madisen Bauman, MBA Robert J. Sofia Rick Williamson Craig Iskowitz

Jul 18 · linkedin

❓ What can AI technology bring to you?

Yes, AI is amazing and blah blah blah...but have you thought of what it means to you personally???

Gives you back ⏰

Join hundreds of advisors to see 7 different innovative technology companies trying to give you precious time back.

Register here for the webinar: https://lnkd.in/gRrTxAsw

Webinar date: July 24th at 2pm ET

VRGL FP Alpha Orion Snappy Kraken WealthFeed ARQA Craig Iskowitz

Related Questions

What inspired Anand Sheth to start Pulse360?
How did Anand Sheth's experience at Confluence Wealth Management Group influence his vision for Pulse360?
What are some of the key features of Pulse360's software?
How does Pulse360's technology integrate with existing CRM systems?
What challenges did Anand Sheth face when launching Pulse360 during the pandemic?
Anand Sheth
Anand Sheth, photo 1
Anand Sheth, photo 2
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Location

Riverside, California, United States