SignalPM reads the SEC filings of the entire RIA universe and flags which firms are signaling intent for specific strategies. Know who to prioritize. Catch them the moment they move.
A short demo, filtering the RIA universe and reading the filing behind every signal. Real data throughout. Firm names are anonymized here for the demo, the product itself shows every name.
A database has been telling you who exists. Now we tell you who is moving.
We do this for TAMPs, asset managers and anyone selling into the RIA space. We look backward at what advisors already describe, we catch them the moment a filing changes, and we isolate the firms already doing what your product enables, so your team calls the right segment first.
The advisor lists you use today focus on who exists. They read mostly the same this month as last. SignalPM watches for the moment a firm adds a strategy, switches platforms, or drops a provider, and flags it when it shows up in their filing.
Stop working the whole list. Put your team on the advisors already moving toward what you sell.
Get in front of a firm as its intent surfaces in a filing, while the decision is still open.
Catch the change before it hits a website or the press.
Every signal links to the exact filing text behind it. Verify before you pick up the phone.
Both firms below just disclosed a new strategy in their SEC filings. Get in front of them while the decision is fresh, before competitors know anything changed.
Every advisor spells out what they do in their SEC filings. SignalPM reads all of them, and flags the moment one changes.
The full RIA universe's SEC filings, the legally filed record of what each firm actually offers.
Direct indexing, tax management, long/short, custom indexing, and the TAMP and custodian behind each, with the platform relationship read correctly: whether a firm uses a platform, custodies there, or just has its models on the shelf.
Five years of filings per firm, so you see the whole path, not a snapshot. When a firm switched custodian, added a strategy, or dropped a TAMP, each with the filing sentence behind it.
Your next customer is an advisor who just added a capability you serve. SignalPM tells you which one, and when.
Point wholesalers at the RIAs adding the capabilities your strategies serve.
Find advisors moving toward what you offer, and reach them as they decide.
Prioritize the advisors adding the strategies you build, the ones actually in market.
See which RIAs are shifting platforms and custodians, before the competition does.
Broad databases give you a snapshot of who exists. SignalPM surfaces the firms signaling real intent for specific strategies, so your outreach lands where it matters.
Click any signal to see the exact sentence from the filing that triggered it.
A filing update is a deliberate, legally reviewed disclosure. Catch a firm as it moves, often before it hits a website or the press.
Keep your existing databases. SignalPM adds a focused layer of intent signals on top, so you get sharper targeting without changing your stack.
The signals live today are a starting point. Tell us the behavior your team cares about, and we turn it into a signal that scans the whole universe, usually in days.
Tell us about your team and we'll set up a look. Early access is limited while we onboard partners.