The intelligence layer for private wealth.
After filing season, the planning calls never get made. There's no bandwidth, and the clients who'd benefit most never reach out. SignalsHQ reads what your firm already knows and builds the plan before anyone picks up the phone.
Nobody makes the planning calls after tax season.
You've got a whole book that needs one — and no one with the hours. So the value goes unrealized. And the client never even knows it was there.
It builds the brief itself.
SignalsHQ reads your clients' prior-year returns and engagement history, and assembles a client-specific planning brief automatically. Three years of income, the bracket they're about to cross, the moves that apply this year.
It finds the money most reviews miss.
SignalsHQ reads the real return and surfaces the moves that matter for that client, quantified in dollars, ranked by impact.
Strategies pulled from the actual return.
Built for S-corp owners, cash-balance plans, depreciation windows and more
It runs the whole play.
Book ranked by dollars on the table. Review, approve, and deliver under your firm's brand.
Ranked by impact
The whole book ordered by realizable dollars, so you work the highest-value calls first.
Review & approve
Senior judgment happens once, at review. Approve the moves that fit, deliver under your brand.
Runs like a script
Each recommendation carries its citation, so the walkthrough scales without the partner in the room.
"Exactly the type of tool professionals need to stay diligent on value-added services."
And when a question really needs the client
SignalsHQ can reach out and run the intake itself, by chat or by voice, asking only the questions that matter and adapting as the client answers. You're never blocked waiting on a form.
Be one of the first firms in.
SignalsHQ isn't open yet. We're onboarding a first group of firms ahead of release. Get in now and shape what ships.