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 — already on the page. Your team reviews.
No questionnaire to chase. Client input is welcome, never required — the plan stands on what your firm already has.
It finds the money most reviews miss.
It doesn't hand every client the same ten strategies. SignalsHQ surfaces only what genuinely applies — a reasonable-comp reset here, a cash-balance plan there, a bonus-depreciation window before year-end — each one quantified in real dollars and ranked by impact.
Template tools give every client an identical checklist. This reads the actual return and shows you the few moves that are real — with the numbers behind them.
For one S-corp owner, that's roughly $80K–$110K from a single cash-balance plan, inside $185K–$340K addressed across four opportunities. Ranked. Cited. Ready to present.
It runs the whole play.
Your book, ranked by the dollars on the table. Review, approve, and deliver under your firm's brand. Every recommendation carries its authority, so the walkthrough reads like a script — a first-year associate can run the call.
Ranked, not random
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.
The senior judgment happens once, at review. Everything downstream scales without it.
"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.