--- title: "Pulse Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Pulse Software - reviews, pricing plans, popular comparisons to other Financial Reporting products and more." source_url: "https://www.capterra.com/p/120820/RADAR/" page_type: "product" language: "en" --- # Pulse Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on August 20, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support) Pulse ## What is Pulse? Portfolio management system for investment advisors that provides a combination of web-based software and personalized service. ## What is Pulse used for? [Stock Portfolio Management](https://www.capterra.com/stock-portfolio-management-software/)[Financial Services](https://www.capterra.com/financial-services-software/)[Investment Management](https://www.capterra.com/investment-management-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $400 Per User, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Pulse?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.assetbook.com&name=Pulse) ## Pulse Overview Updated August 2026 AI summary Pulse delivers financial reporting and portfolio management capabilities for small and midsize businesses seeking tools for accounting, profit/loss tracking, investment oversight, and compliance. Its cloud-based platform includes features such as billing, budgeting, risk management, and scenario analysis, with dashboards and alerts designed for finance teams, investors, and traders who need to monitor, analyze, and manage financial data in one place. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Pulse 0.0 VS. [3.3 (3)](https://www.capterra.com/p/207519/Sharesight/#reviews) Starting Price $400 Per User, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 3.3 (3) Value For Money 0.0 (0) Value For Money 2.5 (3) Customer Service 0.0 (0) Customer Service 4.5 (3) ## Pulse alternatives [4.3 (46)](https://www.capterra.com/p/169054/Backstop/reviews/) Starting price $3000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [4.7 (15)](https://www.capterra.com/p/110568/FundCount/reviews/) Starting price $24000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.9 (18)](https://www.capterra.com/p/179626/Investor-Portal/reviews/) Starting price $3000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars Highest Rated [Unity](https://www.capterra.com/p/275057/Unity/) [5.0 (3)](https://www.capterra.com/p/275057/Unity/#reviews) Starting price $3500.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/275057/Unity/) ## FAQs about Pulse Features and Usability ### What are the key features of Pulse? Pulse offers portfolio management features like investments tracking, portfolio rebalancing, portfolio reporting, and portfolio accounting, along with performance metrics and benchmarking. It also includes risk management, compliance tracking, tax management, billing and invoicing, dashboard reporting, and data import/export for investment advisors and traders. Getting Started and Support ### What training and onboarding options does Pulse offer? Pulse provides in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online formats support guided instruction, webinars cover group learning sessions, documentation offers written reference material, and videos provide visual walkthroughs for self-paced review. Getting Started and Support ### What customer support options does Pulse offer? Pulse offers email/help desk and phone support for customer assistance. No reviewer feedback on support is available, so user experience details such as response speed, helpfulness, or common issues cannot be confirmed from the catalog data. ## Features AI summary Based on 5,305 Financial Reporting reviews Capterra reviewers highlight these as the top features buyers look for in financial reporting software: - **Accounting** (**64%** of reviewers rated this feature as critical) - **Income & Balance Sheet** (**59%**) - **Profit/Loss Statement** (**58%**) Pulse supports **Accounting** and **Profit/Loss Statement**, giving finance teams the tools to track financial activity and review business performance over time. However, it does not include **Income & Balance Sheet**. Instead, it offers **Billing & Invoicing** (**56%**), a feature that can help businesses manage customer charges and payment records in the same system, providing teams with clearer oversight of revenue-related workflows. Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Asset Lifecycle Management Manage assets throughout their lifecycle to optimize profit Benchmarking Compare key metrics for the business against prominent players in the industry Billing & Invoicing Create, manage, and send invoices or bills to customers Bonds/Stocks Purchase and track both bonds and stocks in the portfolio Pulse 36 features ### All Features - "What If" Scenarios: Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Asset Lifecycle Management: Manage assets throughout their lifecycle to optimize profit - Benchmarking: Compare key metrics for the business against prominent players in the industry - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Bonds/Stocks: Purchase and track both bonds and stocks in the portfolio - Budgeting/Forecasting: Create budgets based on historical data and future projections - Cash Management: Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders - Consolidation/Roll-Up: Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Engagement: Initiate interactions with customers by proactively starting conversations or providing informational content - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Import/Export: Import and export data to and from software applications - Fee Management: Track collected or paid charges for services performed or access granted - For Investment Advisors: Used by financial advisors and money managers - For Investors & Traders: Used by retail investors and active traders/day traders - Investments Tracking: Monitor capital allocation and asset prices over time - Mobile Access: Access software remotely via mobile devices - Modeling & Simulation: Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Performance Management: Organize and manage the accomplishments and development of employees or performance of applications or systems - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Portfolio Accounting: Tracking and logging the performance, risks, gains and losses of investments - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Portfolio Rebalancing: Reallocation of assets to reflect changing investment goals or market conditions - Portfolio Reporting: Visualize and measure the performance of portfolios - Profit/Loss Statement: A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties - Tax Management: Implementation of various strategies to manage tax obligations via planning and maintaining compliance - Wash Sale Detection: Detect potential wash sale violations. --- Get Advice We can help you find the software with the features you need. ## Pricing Free Trial Basic $400.00 Per User,Per Month Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.