Instant access to client data from anywhere: Our 24/7 web-based portal lets you monitor your clients’ financial health in real-time, meaning you’ll always have the data you need to provide the right advice.

Proactive guidance: We’ll help you spot financial issues or beneficial trends early, and with them, you can offer proactive solutions to your clients to keep them on the right track.

Customisable platform: With Pulse you can view real-time data across multiple clients and industries, ensuring it’s easy to track performance and offer strategic recommendations.

Better client communication: With our actionable insights you can also engage clients as and when you spot trends, keeping them up to date with data that guides their business decisions.

Scenario analysis: Our fintech will help you run through different financial scenarios, in turn helping your clients assess potential market rundowns or internal inefficiencies, adding more value to your role as advisor.

Trend identification: Our platform also helps you identify the financial patterns of your clients over time, meaning you can predict future performance and support the long term growth of their business.

Real-time risk alerts: Our tool delivers instant notifications when financial risks emerge for your clients, such as cash flow issues or missed payments, helping you to act quickly and protect their interests.

Proactive risk management: Use our actionable insights to proactively guide your clients through financial challenges, offering solutions that will keep their business secure.

Continuous monitoring: By keeping track of your client’s key financial indicators, you can address any risks to their business before they become major issues.

Secure financial processes: Our fintech enables you to implement secure financial strategies for your clients to reduce their exposure to fraud and financial loss.

Detecting financial risks: Through our portal, you can quickly identify risks such as liquidity shortages or debt accumulation, and through our insights into liabilities and expenditure, keep your clients risk free.

Custom KPI setting: Use Pulse to set financial goals with your clients, ensuring they align with their long-term objectives to help growth.

Real-time progress tracking: Our portal lets you monitor your client’s progress towards their goals, and because the data is all in real-time, it means you can help them stay on track with any necessary adjustments.

Data driven feedback: Pulse provides actionable insights based on performance data that will help your clients improve their strategies through measurable success.

Motivational client engagement: Keep your clients motivated and engaged by showing them easy to understand, trackable progress through our data hub.

Enhanced reporting: By tracking KPIs, our portal also helps you provide clear, measurable outcomes for your clients, helping them to set forward looking goals.

Tailored financial advice: With our insights, you can offer personalised recommendations that align with your client’s financial situation and business objectives.

Customisable loan structuring: You’ll help clients optimise loan terms and repayment schedules based on their financial capabilities, helping them reduce risk while improving their financial health.

Proactive client engagement: Use Pulse to stay ahead of your client’s needs, offering them timely and tailored solutions to their business challenges.

Strengthened client relationships: Our platform helps you build long term client loyalty by providing accurate, personalised financial solutions that adapt with the growth of their business.

Proactive corrections: By tracking all of your clients’ KPIs, you can suggest corrective measures to them before any potential problems worsen.

Informed resource allocation: We’ll help you help clients allocate their resources more effectively, delivering data driven recommendations based on their financial performance.

Risk management: Using real-time data you can identify your clients’ financial risks early, giving them the information they need to mitigate potential losses before they even rise.

Strategic growth planning: With Pulse, you can support your clients by developing long term growth strategies with them, based on insights into their market trends and financial benchmarks.

Scenario planning: You can use Pulse’s forecasting tools to model different financial scenarios for your clients and use them to support their decisions for scaling and investing.

Automated reporting: We’ll help you save time with automatically generated monthly accounts, providing a detailed breakdown of your client’s financial health.

Clear financial overviews: Our monthly reports offer a thorough yet easy to understand summary of key financial metrics, including revenue, costs, and profit.

Informed decision making: Pulse has been built to help clients make smarter business decisions, based on easy to access, accurate, up to date monthly reports.

Reduced administrative burdens: You can free up your time by using Pulse, as we have automated the numbers, you can focus on offering valuable business advice, rather than focusing on manual ledgers.

Proactive credit risk management: Use the financial data Pulse provides to assess credit risk early, and provide your clients with the actionable advice they need to improve their creditworthiness.

Improved loan terms: Our platform helps your clients secure better financing by guiding them towards ongoing improved financial health, and improving their credit profile.

Monitored financial health: With Pulse you can track your clients’ cash flow, expenses, and profitability, to identify any risks that may have a negative effect on their credit standing.

Strategic financial advice: Through our intuitive portal you can provide data driven recommendations to your clients, helping to optimise their finances and strengthen their creditworthiness over time.

Credit risk identification: We’ll help you analyse your clients’ payment behaviours to predict potential cash shortages, giving them time to adjust and maintain their creditworthiness.