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Pulse

Know yourmoney.

Every account, holding and plan in one place, and a morning brief that tells you what actually changed.

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Net worth

+1.2% this month

$128,480

Budget$214 left to spend this week
Portfolio2 holdings report earnings this week
Next upRent $2,650 · Oct 1 · covered
What changed in your accounts
Why it matters
Where your net worth stands
When nothing changed, it says so

Your money lives in ten different apps. Your clarity lives in none of them.

Fragmented. Brokerage here, 401(k) there, banks everywhere. No single source of truth.

Noisy. Endless headlines and opinions, and none of them are about your situation.

Disconnected. Your plan lives in a spreadsheet that never sees what your money actually does.

Keys scattered across a wooden table, each on its own ring with its own tag, none of them together.

Everything, connected.

Pulse joins market context to your accounts, investments and long-term plan, so you are never guessing what matters.

Connect your accounts

Securely link them with Plaid to see your full picture.

Set your goals

Investing, cash targets, budgeting and retirement timelines.

Read what changed

Daily when something matters. Weekly for perspective. Monthly for progress.

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Ask Pulse about your money.

Chat with Pulse to understand your portfolio, market moves and progress toward your goals, with your own data as context.

Personalized insights

Tailored to your accounts and goals.

Clear explanations

No jargon, no generic advice.

Decision support

Helps you decide, never trades for you.

Bring in a human, only if you want.

When a question goes beyond what software should handle, Pulse can connect you with a financial professional, with context you approve.

You are in control

You choose when, and what to share.

Context prepared

Your situation, clearly summarized.

No surprises

No outreach without your permission. Revocable anytime.

Two cups of tea facing each other across a table, a sheet of handwritten notes and two pencils between them.

Most finance apps show you data. Pulse explains it.

A few minutes, when you want them.

Daily, 3 minutes

A quick glance when markets move.

Weekly, 5 minutes

A summary of what changed.

Monthly, 10 minutes

A check on your progress.

Use it as much or as little as you want.

A stone sundial in early morning light with a cup of coffee resting beside the dial.

Long-term investors

Who want to stay informed without watching the market all day.

FIRE-minded planners

Who track net worth and want to know if they're still on track.

Busy professionals

Who want clarity, not another dashboard to manage.

The greenhouse at golden hour, lamps lit inside and the door open, a stone path leading up to it.

Know where you stand.

Making money easier to understand, and help easier to find.

Get started with Pulse