Get Early Access to our Pulz Portfolio Management Tool

A bird's eye view of your assets and investments

Problem: You don't have a clear overview of your investments.
Solution: Pulz Portfolio Management System.

At Kjøller, we are putting the finishing touches on a new, free tool that makes it easy to get a clear overview of your investments.

Since 2015, we have managed over 15,000 investments and investment inquiries (cases) through our custom-developed software, which helps us handle new investment cases and keep track of existing ones – whether it's equity investments, loans, convertible notes, land, properties, or anything else.

Many of our partners are familiar with the system and have requested access to use it themselves, but as it was custom-developed, we haven't been able to share it. Until now. Over a year ago, we began developing Pulz – a public version of our internal software, as a free tool for investors and others who need the overview many are looking for. Soon, we will open access to the public.

What the system can do:

• Management of assets and liabilities, organised in cases with: company investments, loans, debt, guarantees, client portfolios, crypto holdings, bank accounts, key contracts, stocks, properties, mortgages, collectibles, etc.
• Niche cases for assets such as wind turbines, solar panels, etc.
• Overview of investment opportunities
• Multi-user access with different permissions
• Multi-currency support
• Tagging and advanced search on cases
• Attachment of cloud folders (Google Drive, OneDrive, etc.) to each case for relevant files
• Ability to link liabilities to assets (e.g., a mortgage to a specific property)
• Notes and comments on cases
• Supports multiple workspaces (companies) under one login – can therefore also be used by, for example, family offices and wealth managers to manage multiple clients.
• Advanced search with the ability to tag cases
• Reports on the cash flow each case generates (incoming and outgoing)
• Reports on assets and liabilities
• Dashboard to provide a bird's-eye view with NAV, cash flow, etc.