Manage your portfolio by talking to it
Connect VestmentPulse to Claude or ChatGPT and log a payment, take a policy loan, or check your numbers — without opening a form. Free on every plan.
Why connect it
No forms
“I paid $1,200 into my policy and took a $4,000 loan for the truck” lands in your real banking ledger — not a copy of it.
Know where you stand
Ask your current loan balance, or whether you're on pace on premiums this quarter. Answered from your actual numbers, on demand.
You're always in control
Reading and adding are separate permissions you approve up front. An assistant can only create new records — it can't edit or delete anything you already have.
How it works
- Copy your connection address. In Settings → Connections, copy the address VestmentPulse gives you.
- Add it to Claude or ChatGPT. Settings → Connectors → Add custom connector, then paste it in.
- Approve access, then just talk. Choose what it can read and add. From there, it's a conversation.