VestmentPulse Library

One card for every part of VestmentPulse: dashboard, IBC policies, investments, budget, AI, free tools, and the agent portal. Learn what each does and how to use it.

Getting Started

Set up your account and read your dashboard.

Account Setup Checklist

Six steps that unlock the rest of the app and make your dashboard accurate.

Set Up by Describing It

Type what you own the way you would say it out loud and let AI build the records.

Your Dashboard

Every card, chart, and number on the home screen, and what it means.

Freedom Target Planning Tools

Four calculators on your dashboard: Contribution Simulator, Path to Freedom, HELOC vs IBC, Flow Health.

Infinite Banking

Policies, loans, the banking ledger, and debt payoff.

IBC Policies

Track every whole life policy with cash value growth projections and a printable directory.

Statement Sync & Policy Loans

Update a policy from a statement PDF, track loans against it, and model flex repayment.

Banking Ledger

A running record of every transaction through your own banking system.

Debt Sequencer

Pick a payoff strategy and watch your credit card debts fall in order.

Income Stacking

Track every investment and size your next stack.

Investments

Add real estate, notes, lending, funds, and more, each with fields built for how it works.

Investment Details & Stack Coach

Open any investment for its full detail, and let the Coach size your next flip.

Budgeting & Income

Know what is available to deploy each month.

Drag-and-Drop Budget

Organize income and expenses and find your Available for Stacks number.

Income, Paycheck Log & Freedom Statement

Set up income streams, log irregular paychecks, and write your personal why.

AI

Ask questions, set up by describing, or talk to your portfolio.

AI Scenarios

A chat advisor that already knows your portfolio, policies, budget, and goal.

AI Connector (Claude & ChatGPT)

Talk to your portfolio from Claude or ChatGPT: log a payment, take a loan, check numbers.

Connect

Work with your agent and refer others.

Action Items & Messages

Tasks your agent assigns you, and a direct message thread with them.

Documents & Updates

Files your agent shares with you, and broadcast updates from them.

Invite an Agent & Affiliate Program

Link with a financial agent, or earn by referring others.

Free Tools

Calculators that need no account.

Policy Loan Calculator

Model a policy loan payoff before you take it.

Velocity Banking Calculator

See how velocity banking changes your payoff timeline.

Cash Value Calculator

Project whole life cash value growth over time.

Financing Modeler

Compare funding sources for a deal in dollars.

Account

Security, notifications, and appearance.

Security, Notifications & Appearance

Two-factor sign-in, alert preferences, and light or dark mode.

For Agents

The agent portal, from first client to payouts.

Agent Portal: Getting Started

Orientation to the portal and the one thing to set up first: your branding.

Agent Earnings & Payouts

30% of every client subscription, every month, paid through Stripe Connect.

Agent Dashboard & Clients

Your book at a glance, and a full workspace for every client.

Inviting Clients

Four ways to bring a client on: email, paste, CSV upload, or a branded link.

Inbox & Client Tasks

Every conversation and every task across your whole roster, in one place.

Notes & Client Updates

Private notes only you can see, and broadcast updates your clients receive.

Branding Your Client Portal

White-label the client experience with your logo, colors, and signup link.