Aurelius: Research repository and insights platform for tagging interview data, surfacing themes, and keeping qualitative insights discoverable over time. Pulse360: Meeting note and client-communication platform for financial advisors that captures notes and produces professional deliverables. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Aurelius when organizing and tagging interview transcripts and notes matters most, and Pulse360 when standardizing client review and prep materials with reusable templates matters most. Run both through a week of actual calls to see which suits your workflow.
Research repository and insights platform for tagging interview data, surfacing themes, and keeping qualitative insights discoverable over time.
Meeting note and client-communication platform for financial advisors that captures notes and produces professional deliverables.
Aurelius is a research repository and insights platform designed for UX researchers, designers, and product teams to manage qualitative research data end to end. It sits between a note-taking tool and a full research repository: teams bring in raw data such as interview notes and transcripts, organize and tag it, and the tool surfaces patterns and helps create reusable insights over time. Core capabilities include centralized storage for research data, note organization, data tagging, theme and pattern identification, and report generation, so findings can be referenced long after a study concludes. Aurelius is built with larger research organizations in mind, supporting consistent taxonomy across projects and keeping insights discoverable as repositories grow, while also enabling multi-team collaboration and research history and archival features. Researchers describe it as a low-effort way to tag and create insights they can reference in later product discussions. The platform positions itself as an alternative to fragmented approaches that rely on spreadsheets, Confluence, or Airtable for storing research. By centralizing qualitative data and making it searchable and well-organized, Aurelius aims to ensure that interview insights remain accessible and actionable across an organization. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Pulse360 is a client communication and operations platform built for financial advisors, combining meeting note capture with tools for producing professional client-facing deliverables. Advisors can capture meeting content by recording, dictating, typing, or handwriting, and the platform's meeting-capture feature works with Zoom, Microsoft Teams, and Google Meet. Its AI note organization keeps notes structured and searchable rather than cluttering the CRM, and a template builder helps advisors quickly assemble annual summaries, meeting prep materials, and client review documents. Pulse360 also offers AI assistance for rephrasing and improving client communication, plus content libraries to systematize prospecting and onboarding messaging. It integrates with a range of advisor CRMs including Salesforce, Wealthbox, Redtail, Practifi, XLR8, and Salentica, along with Outlook and Gmail for email workflows. By centering on consistent, professional deliverables and reusable templates, Pulse360 targets advisors who want both efficient note capture and a streamlined way to turn meeting outcomes into polished client communications and follow-up documents. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Aurelius is a free tier with paid upgrades (freemium); Pulse360 is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Aurelius | Pulse360 |
|---|---|---|
| Core capability | Centralized repository for interview notes and transcripts | Flexible meeting capture via recording, dictation, typing, or handwriting |
| Standout feature | Data tagging and note organization | Meeting capture integration with Zoom, Microsoft Teams, and Google Meet |
| Team usage | Theme and pattern identification across research | AI note organization that keeps notes searchable and separate from the CRM |
| Integrations | Insight creation and report generation | Template builder for annual summaries, prep notes, and review documents |
| Languages & capture | Consistent taxonomy across projects for large repositories | AI rephrasing to improve client communications |
| Best-fit workflow | Multi-team collaboration with research history and archival | CRM integrations with Salesforce, Wealthbox, Redtail, Practifi, and Salentica |
Aurelius
Choose Aurelius if you need organizing and tagging interview transcripts and notes — strengths include keeps interview insights discoverable and reusable over time.
Pulse360
Choose Pulse360 if you need capturing client meeting notes and turning them into annual summary documents — strengths include combines note capture with professional client deliverable creation.
Aurelius
Pulse360
It depends on your workflow. Aurelius is strong for organizing and tagging interview transcripts and notes, while Pulse360 is strong for capturing client meeting notes and turning them into annual summary documents. Both transcribe and summarize meetings.
Aurelius is a free tier with paid upgrades and Pulse360 is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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