Pressure Test Your Business with ProfitPulse

A Budgeting and Forecasting Tool for Financial Advisors


When you become an Advisors Back Office Solution™ client, you gain access to our proprietary budgeting and forecasting tool ProfitPulse™, which helps you to:

  • Identify and cut unnecessary expenses
  • Stress test various revenue and expense scenarios
  • Calculate how long your cash will last
  • Benchmark revenue and expense metrics against your peers – COMING SOON!

ProfitPulse helps you better prepare for the “what-ifs” in business — and boost your cash position!