SignalPM reads the SEC brochures of the entire RIA universe and flags which firms are signaling intent for specific strategies, so your team knows which advisors to prioritize, and catches them the moment they start to move.
Every registered advisor discloses what they do in their SEC brochure. SignalPM reads all of them, and, crucially, notices when they change.
SignalPM reads the SEC Part 2A brochures across the full RIA universe: the authoritative, legally filed record of what each firm actually offers.
It flags firms signaling intent for specific strategies (direct indexing, tax management, long/short, custom indexing) and identifies the TAMP and custodian behind each.
It compares filings over time and surfaces what's new: a firm that just added a strategy, switched platforms, or moved custodians, caught as it happens.
If your growth depends on getting the right advisors' attention at the right time, SignalPM tells you who and when.
Point your wholesalers at the RIAs actually building the capabilities your strategies serve, not the whole list.
Find advisors signaling movement toward the strategies and platforms you offer, and reach them as they decide.
Prioritize the advisors adding direct indexing, tax management, or custom strategies: the ones in market for what you build.
See which RIAs are shifting platforms and custodians, so your team is in the conversation before the competition.
The broad databases tell you who exists. SignalPM tells you who's moving: the firms signaling real intent for specific strategies, so your outreach lands where it matters.
Click any signal and see the exact sentence from the firm's own filing that triggered it. No black box. Verify every call yourself.
A brochure update is a deliberate, legally-reviewed disclosure. Catching that change means catching a firm mid motion, often before it surfaces on a website or in the press.
SignalPM isn't a rip-and-replace. It's a targeted signal layer that makes the broad data you already use sharper and more timely.
SignalPM won't hand you a hand-raiser. It tells you which accounts in your world are on the move, newly building a capability, switching platforms, adding a strategy, so you're in the conversation at the right moment, instead of finding out after the fact.
Tell us a little about your team and we'll set up a look. Early access is limited while we onboard partners.