Suitability and supervisory review, automated.
Wealth management workflows hinge on suitability documentation, supervisory review, and quarterly check-ins. Pulsar enforces every step — the recommendation can't be sent until suitability is logged, the trade can't post until the principal signs off, and the review can't be skipped.
Want the whole picture? See how every FLAIRE product fits Wealth Management.
See FLAIRE for Wealth ManagementStages built for how deals actually close
Pre-configured pipeline stages tailored to this industry. Customize freely — these are starting points, not rigid templates.
Industry-specific data, captured automatically
Fields seeded the moment you pick this industry during onboarding — no need to configure each one manually. Add, rename, or remove anytime from Settings.
Workflows pre-configured for this industry
Triggers, conditions, and actions ready out of the box. Disable any that don't fit, or wire your own with the workflow builder.
Regulatory steps, baked in
FINRA / SEC suitability documented per recommendation, supervisory review queue with audit trail, 7-year retention, and tamper-evident log signatures.
Supervisory review used to be a Friday-afternoon scramble. Now it's a continuous queue, fully documented, and the regulators can see the chain of custody on every decision.
Different industry? We've got that covered, too.
See every industry Pulsar is built for — pipelines, fields, automations, and compliance ready on day one.
15-day trial · No credit card required · Industry config seeded automatically