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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
