Grow your book of business with VestmentPulse
VestmentPulse is the Infinite Banking and Income Stacking platform your clients actually want to log into — built so you stay the advisor at the center of every dollar they're tracking.
Why VestmentPulse
Revenue share on every client
Earn a recurring share of every paying client you bring onto VestmentPulse — paid out through Stripe Connect on a monthly cadence.
Your own white-labeled experience
Your brand colors, logo, and contact info show up across the client experience. You stay top-of-mind; we stay invisible.
Tools clients actually use
IBC policy tracking, investment dashboards, freedom-date math, and AI-driven scenario planning.
Be the trusted advisor, with receipts
Leave each client a tailored to-do list, share organized documents, and message them in-app.
How it works
- Apply. Click Register — fill in your name, agency, and what you specialize in. Approval usually takes under 24 hours.
- Brand & invite. Set your logo, colors, and contact info in Agent Settings. Then invite your existing clients with one click.
- Get paid. Connect Stripe Connect. Earn your revenue share automatically each month, no invoicing required.
What's included for every agent
- Per-client to-do lists with due dates, priority, and tags
- Per-client file sharing (Cloudinary-backed, organized by you)
- In-app messaging to every client on your roster
- Branded experience: logo, colors, and contact info
- Stripe Connect-powered monthly payouts
- AI-assisted scenario planning surfaced to your clients
- Real-time read on every client's IBC policies, investments, and freedom-date math