Scale up your AUM

Connect investment accounts, automate workflows, and deliver personalized allocations without the busywork. Signal helps you run a tighter, more scalable wealth practice.

Scale up your AUM

Connect investment accounts, automate workflows, and deliver personalized allocations without the busywork. Signal helps you run a tighter, more scalable wealth practice.

Scale up your AUM

Connect investment accounts, automate workflows, and deliver personalized allocations without the busywork. Signal helps you run a tighter, more scalable wealth practice.

Turn your RIA or IAR practice into a full-service growth engine.

Turn your RIA or IAR practice into a full-service growth engine.

Turn your RIA or IAR practice into a full-service growth engine.

Join the ecosystem helping hundreds of advisors scale smarter and unlock real growth.

Custodial integrations

Connect accounts in just a few clicks.

Signal integrates with modern custodians to streamline account opening, transfers, and maintenance. Say goodbye to paperwork and delays. Our system makes it easier to manage assets and stay focused on clients.

Custodial integrations

Connect accounts in just a few clicks.

Signal integrates with modern custodians to streamline account opening, transfers, and maintenance. Say goodbye to paperwork and delays. Our system makes it easier to manage assets and stay focused on clients.

Custodial integrations

Connect accounts in just a few clicks.

Signal integrates with modern custodians to streamline account opening, transfers, and maintenance. Say goodbye to paperwork and delays. Our system makes it easier to manage assets and stay focused on clients.

Model Marketplace

Choose models that match your clients.

Access a curated selection of investment models, compare strategies, and allocate quickly within one platform. Whether you're managing risk or tailoring for goals, Signal helps you stay flexible and in control.

Model Marketplace

Choose models that match your clients.

Access a curated selection of investment models, compare strategies, and allocate quickly within one platform. Whether you're managing risk or tailoring for goals, Signal helps you stay flexible and in control.

Model Marketplace

Choose models that match your clients.

Access a curated selection of investment models, compare strategies, and allocate quickly within one platform. Whether you're managing risk or tailoring for goals, Signal helps you stay flexible and in control.

Planning tools

Build better plans without more work.

Signal’s suite of planning tools helps you model tax strategies, visualize outcomes, and present clear guidance to clients. All tools integrate with your accounts and product recommendations.

Planning tools

Build better plans without more work.

Signal’s suite of planning tools helps you model tax strategies, visualize outcomes, and present clear guidance to clients. All tools integrate with your accounts and product recommendations.

Planning tools

Build better plans without more work.

Signal’s suite of planning tools helps you model tax strategies, visualize outcomes, and present clear guidance to clients. All tools integrate with your accounts and product recommendations.

Signal AI Summaries

Let Signal AI surface what matters.

Quickly understand what changed in a client’s account. Signal AI highlights important updates, values, and next steps. Save time on prep and focus your energy where it matters most—on the client.

Signal AI Summaries

Let Signal AI surface what matters.

Quickly understand what changed in a client’s account. Signal AI highlights important updates, values, and next steps. Save time on prep and focus your energy where it matters most—on the client.

Signal AI Summaries

Let Signal AI surface what matters.

Quickly understand what changed in a client’s account. Signal AI highlights important updates, values, and next steps. Save time on prep and focus your energy where it matters most—on the client.

Integrated compliance

Keep your business moving and compliant.

Stay audit-ready without slowing your workflow. Signal automatically logs activity, organizes documentation, and aligns with compliance requirements. You keep building your business while we help protect every step of it.

Integrated compliance

Keep your business moving and compliant.

Stay audit-ready without slowing your workflow. Signal automatically logs activity, organizes documentation, and aligns with compliance requirements. You keep building your business while we help protect every step of it.

Integrated compliance

Keep your business moving and compliant.

Stay audit-ready without slowing your workflow. Signal automatically logs activity, organizes documentation, and aligns with compliance requirements. You keep building your business while we help protect every step of it.

Real-time performance dashboards

Track every household at a glance.

Track performance, allocation, and activity at the household level in seconds. Signal gives you a unified view of each client relationship so you’re always informed, responsive, and ready to take action.

Real-time performance dashboards

Track every household at a glance.

Track performance, allocation, and activity at the household level in seconds. Signal gives you a unified view of each client relationship so you’re always informed, responsive, and ready to take action.

Real-time performance dashboards

Track every household at a glance.

Track performance, allocation, and activity at the household level in seconds. Signal gives you a unified view of each client relationship so you’re always informed, responsive, and ready to take action.

ASSET MANAGERS

Curated List of Top Asset Managers

Selecting an asset manager can feel overwhelming. So we built the easy button, a curated list of top asset managers each hand picked for their specific capabilities.

  • ETFs

  • Stocks

  • Structured Notes

  • Separately Managed Accounts

  • Bonds

  • Mutual Funds

  • ETFs

  • Stocks

  • Structured Notes

  • Separately Managed Accounts

  • Bonds

  • Mutual Funds

  • ETFs

  • Stocks

  • Structured Notes

  • Separately Managed Accounts

  • Bonds

  • Mutual Funds

Unique models for every investment situation.

From planning to payout, Signal connects the best carriers, products, and features into one powerful platform built for growth.

  • equities

    Kinetic

    Tidal

    Hedged

    Apex

    Value

    Growth

    Fusion

  • fixed income

    Dynamic

    Efficient

    YieldPlus

    TaxAware

  • alternatives

    AllCycles

    CashPlus

equities

Kinetic

Tidal

Hedged

Apex

Value

Growth

Fusion

fixed income

Dynamic

Efficient

YieldPlus

TaxAware

alternatives

AllCycles

CashPlus

equities

Kinetic

Tidal

Hedged

Apex

Value

Growth

Fusion

fixed income

Dynamic

Efficient

YieldPlus

TaxAware

alternatives

AllCycles

CashPlus

Collaboration & Permissions

View models and build allocations.

Explore curated portfolios, compare approaches, and allocate with confidence. Signal helps you match clients to the right models while keeping your process simple and scalable.

Scale up your AUM

Connect investment accounts, automate workflows, and deliver personalized allocations without the busywork. Signal helps you run a tighter, more scalable wealth practice.

Scale up your AUM

Connect investment accounts, automate workflows, and deliver personalized allocations without the busywork. Signal helps you run a tighter, more scalable wealth practice.

Scale up your AUM

Connect investment accounts, automate workflows, and deliver personalized allocations without the busywork. Signal helps you run a tighter, more scalable wealth practice.

Turn your RIA or IAR practice into a full-service growth engine.

Turn your RIA or IAR practice into a full-service growth engine.

Turn your RIA or IAR practice into a full-service growth engine.

Join the ecosystem helping hundreds of advisors scale smarter and unlock real growth.

Custodial integrations

Connect accounts in just a few clicks.

Signal integrates with modern custodians to streamline account opening, transfers, and maintenance. Say goodbye to paperwork and delays. Our system makes it easier to manage assets and stay focused on clients.

Custodial integrations

Connect accounts in just a few clicks.

Signal integrates with modern custodians to streamline account opening, transfers, and maintenance. Say goodbye to paperwork and delays. Our system makes it easier to manage assets and stay focused on clients.

Custodial integrations

Connect accounts in just a few clicks.

Signal integrates with modern custodians to streamline account opening, transfers, and maintenance. Say goodbye to paperwork and delays. Our system makes it easier to manage assets and stay focused on clients.

Model Marketplace

Choose models that match your clients.

Access a curated selection of investment models, compare strategies, and allocate quickly within one platform. Whether you're managing risk or tailoring for goals, Signal helps you stay flexible and in control.

Model Marketplace

Choose models that match your clients.

Access a curated selection of investment models, compare strategies, and allocate quickly within one platform. Whether you're managing risk or tailoring for goals, Signal helps you stay flexible and in control.

Model Marketplace

Choose models that match your clients.

Access a curated selection of investment models, compare strategies, and allocate quickly within one platform. Whether you're managing risk or tailoring for goals, Signal helps you stay flexible and in control.

Planning tools

Build better plans without more work.

Signal’s suite of planning tools helps you model tax strategies, visualize outcomes, and present clear guidance to clients. All tools integrate with your accounts and product recommendations.

Planning tools

Build better plans without more work.

Signal’s suite of planning tools helps you model tax strategies, visualize outcomes, and present clear guidance to clients. All tools integrate with your accounts and product recommendations.

Planning tools

Build better plans without more work.

Signal’s suite of planning tools helps you model tax strategies, visualize outcomes, and present clear guidance to clients. All tools integrate with your accounts and product recommendations.

Signal AI Summaries

Let Signal AI surface what matters.

Quickly understand what changed in a client’s account. Signal AI highlights important updates, values, and next steps. Save time on prep and focus your energy where it matters most—on the client.

Signal AI Summaries

Let Signal AI surface what matters.

Quickly understand what changed in a client’s account. Signal AI highlights important updates, values, and next steps. Save time on prep and focus your energy where it matters most—on the client.

Signal AI Summaries

Let Signal AI surface what matters.

Quickly understand what changed in a client’s account. Signal AI highlights important updates, values, and next steps. Save time on prep and focus your energy where it matters most—on the client.

Integrated compliance

Keep your business moving and compliant.

Stay audit-ready without slowing your workflow. Signal automatically logs activity, organizes documentation, and aligns with compliance requirements. You keep building your business while we help protect every step of it.

Integrated compliance

Keep your business moving and compliant.

Stay audit-ready without slowing your workflow. Signal automatically logs activity, organizes documentation, and aligns with compliance requirements. You keep building your business while we help protect every step of it.

Integrated compliance

Keep your business moving and compliant.

Stay audit-ready without slowing your workflow. Signal automatically logs activity, organizes documentation, and aligns with compliance requirements. You keep building your business while we help protect every step of it.

Real-time performance dashboards

Track every household at a glance.

Track performance, allocation, and activity at the household level in seconds. Signal gives you a unified view of each client relationship so you’re always informed, responsive, and ready to take action.

Real-time performance dashboards

Track every household at a glance.

Track performance, allocation, and activity at the household level in seconds. Signal gives you a unified view of each client relationship so you’re always informed, responsive, and ready to take action.

Real-time performance dashboards

Track every household at a glance.

Track performance, allocation, and activity at the household level in seconds. Signal gives you a unified view of each client relationship so you’re always informed, responsive, and ready to take action.

ASSET MANAGERS

Curated List of Top Asset Managers

Selecting an asset manager can feel overwhelming. So we built the easy button, a curated list of top asset managers each hand picked for their specific capabilities.

  • ETFs

  • Stocks

  • Structured Notes

  • Separately Managed Accounts

  • Bonds

  • Mutual Funds

  • ETFs

  • Stocks

  • Structured Notes

  • Separately Managed Accounts

  • Bonds

  • Mutual Funds

  • ETFs

  • Stocks

  • Structured Notes

  • Separately Managed Accounts

  • Bonds

  • Mutual Funds

Unique models for every investment situation.

From planning to payout, Signal connects the best carriers, products, and features into one powerful platform built for growth.

  • equities

    Kinetic

    Tidal

    Hedged

    Apex

    Value

    Growth

    Fusion

  • fixed income

    Dynamic

    Efficient

    YieldPlus

    TaxAware

  • alternatives

    AllCycles

    CashPlus

equities

Kinetic

Tidal

Hedged

Apex

Value

Growth

Fusion

fixed income

Dynamic

Efficient

YieldPlus

TaxAware

alternatives

AllCycles

CashPlus

equities

Kinetic

Tidal

Hedged

Apex

Value

Growth

Fusion

fixed income

Dynamic

Efficient

YieldPlus

TaxAware

alternatives

AllCycles

CashPlus

Collaboration & Permissions

View models and build allocations.

Explore curated portfolios, compare approaches, and allocate with confidence. Signal helps you match clients to the right models while keeping your process simple and scalable.

Scale up your AUM

Connect investment accounts, automate workflows, and deliver personalized allocations without the busywork. Signal helps you run a tighter, more scalable wealth practice.

Scale up your AUM

Connect investment accounts, automate workflows, and deliver personalized allocations without the busywork. Signal helps you run a tighter, more scalable wealth practice.

Scale up your AUM

Connect investment accounts, automate workflows, and deliver personalized allocations without the busywork. Signal helps you run a tighter, more scalable wealth practice.

Turn your RIA or IAR practice into a full-service growth engine.

Turn your RIA or IAR practice into a full-service growth engine.

Turn your RIA or IAR practice into a full-service growth engine.

Join the ecosystem helping hundreds of advisors scale smarter and unlock real growth.

Custodial integrations

Connect accounts in just a few clicks.

Signal integrates with modern custodians to streamline account opening, transfers, and maintenance. Say goodbye to paperwork and delays. Our system makes it easier to manage assets and stay focused on clients.

Custodial integrations

Connect accounts in just a few clicks.

Signal integrates with modern custodians to streamline account opening, transfers, and maintenance. Say goodbye to paperwork and delays. Our system makes it easier to manage assets and stay focused on clients.

Custodial integrations

Connect accounts in just a few clicks.

Signal integrates with modern custodians to streamline account opening, transfers, and maintenance. Say goodbye to paperwork and delays. Our system makes it easier to manage assets and stay focused on clients.

Model Marketplace

Choose models that match your clients.

Access a curated selection of investment models, compare strategies, and allocate quickly within one platform. Whether you're managing risk or tailoring for goals, Signal helps you stay flexible and in control.

Model Marketplace

Choose models that match your clients.

Access a curated selection of investment models, compare strategies, and allocate quickly within one platform. Whether you're managing risk or tailoring for goals, Signal helps you stay flexible and in control.

Model Marketplace

Choose models that match your clients.

Access a curated selection of investment models, compare strategies, and allocate quickly within one platform. Whether you're managing risk or tailoring for goals, Signal helps you stay flexible and in control.

Planning tools

Build better plans without more work.

Signal’s suite of planning tools helps you model tax strategies, visualize outcomes, and present clear guidance to clients. All tools integrate with your accounts and product recommendations.

Planning tools

Build better plans without more work.

Signal’s suite of planning tools helps you model tax strategies, visualize outcomes, and present clear guidance to clients. All tools integrate with your accounts and product recommendations.

Planning tools

Build better plans without more work.

Signal’s suite of planning tools helps you model tax strategies, visualize outcomes, and present clear guidance to clients. All tools integrate with your accounts and product recommendations.

Signal AI Summaries

Let Signal AI surface what matters.

Quickly understand what changed in a client’s account. Signal AI highlights important updates, values, and next steps. Save time on prep and focus your energy where it matters most—on the client.

Signal AI Summaries

Let Signal AI surface what matters.

Quickly understand what changed in a client’s account. Signal AI highlights important updates, values, and next steps. Save time on prep and focus your energy where it matters most—on the client.

Signal AI Summaries

Let Signal AI surface what matters.

Quickly understand what changed in a client’s account. Signal AI highlights important updates, values, and next steps. Save time on prep and focus your energy where it matters most—on the client.

Integrated compliance

Keep your business moving and compliant.

Stay audit-ready without slowing your workflow. Signal automatically logs activity, organizes documentation, and aligns with compliance requirements. You keep building your business while we help protect every step of it.

Integrated compliance

Keep your business moving and compliant.

Stay audit-ready without slowing your workflow. Signal automatically logs activity, organizes documentation, and aligns with compliance requirements. You keep building your business while we help protect every step of it.

Integrated compliance

Keep your business moving and compliant.

Stay audit-ready without slowing your workflow. Signal automatically logs activity, organizes documentation, and aligns with compliance requirements. You keep building your business while we help protect every step of it.

Real-time performance dashboards

Track every household at a glance.

Track performance, allocation, and activity at the household level in seconds. Signal gives you a unified view of each client relationship so you’re always informed, responsive, and ready to take action.

Real-time performance dashboards

Track every household at a glance.

Track performance, allocation, and activity at the household level in seconds. Signal gives you a unified view of each client relationship so you’re always informed, responsive, and ready to take action.

Real-time performance dashboards

Track every household at a glance.

Track performance, allocation, and activity at the household level in seconds. Signal gives you a unified view of each client relationship so you’re always informed, responsive, and ready to take action.

ASSET MANAGERS

Curated List of Top Asset Managers

Selecting an asset manager can feel overwhelming. So we built the easy button, a curated list of top asset managers each hand picked for their specific capabilities.

  • ETFs

  • Stocks

  • Structured Notes

  • Separately Managed Accounts

  • Bonds

  • Mutual Funds

  • ETFs

  • Stocks

  • Structured Notes

  • Separately Managed Accounts

  • Bonds

  • Mutual Funds

  • ETFs

  • Stocks

  • Structured Notes

  • Separately Managed Accounts

  • Bonds

  • Mutual Funds

Unique models for every investment situation.

From planning to payout, Signal connects the best carriers, products, and features into one powerful platform built for growth.

  • equities

    Kinetic

    Tidal

    Hedged

    Apex

    Value

    Growth

    Fusion

  • fixed income

    Dynamic

    Efficient

    YieldPlus

    TaxAware

  • alternatives

    AllCycles

    CashPlus

equities

Kinetic

Tidal

Hedged

Apex

Value

Growth

Fusion

fixed income

Dynamic

Efficient

YieldPlus

TaxAware

alternatives

AllCycles

CashPlus

equities

Kinetic

Tidal

Hedged

Apex

Value

Growth

Fusion

fixed income

Dynamic

Efficient

YieldPlus

TaxAware

alternatives

AllCycles

CashPlus

Collaboration & Permissions

View models and build allocations.

Explore curated portfolios, compare approaches, and allocate with confidence. Signal helps you match clients to the right models while keeping your process simple and scalable.