For financial advisors and insurance agents
Your client book and your content, in one place, under your name.
SignalWealth is a CRM and a content studio in one login. Keep track of every client and opportunity, and turn what you already say into short videos, YouTube episodes and articles. You review everything. Nothing posts until you approve it.
CRM from $89 a month for up to three people. No setup fee, no contract.
Two tools, one login
Start with the CRM. Add the Studio when you're ready.
Every content plan includes the CRM, so your clients, your calendar and your content live in the same place.
Your book of business, out of the spreadsheet
Contacts, stages and a pipeline for every opportunity, with the day's calls and tasks waiting when you sign in.
- Contacts with tags, notes, import and export
- Pipeline with value and weighted forecast
- Calendar, tasks and public booking links
- Two-way Google Calendar sync and automatic Zoom links
- Simple automations for follow-ups
A steady stream of content, from what you already say
Add a podcast, webinar or video, or just type an idea. The Studio writes and builds the pieces for you to review.
- Vertical shorts with captions in your brand
- Ideas turned into voiced shorts, no recording needed
- Full-length YouTube videos with titles and chapters
- Articles published to your own blog
- Scheduled posting to YouTube and LinkedIn, plus download-and-post for Facebook and Instagram
New: AI connector
Ask your AI assistant to build it. You switch it on.
Connect ChatGPT, Claude or any AI assistant that supports MCP connectors to your CRM and ask for a lead form, a follow-up sequence or a newsletter draft in plain English. It builds it from your own tags, stages and templates, and saves it switched off for your review.
- Look up clients, appointments and tasks on any plan
- Build forms, automations, email templates and drafts with the $29 add-on, included with Signature
- It can't send, schedule, switch on or delete anything
You
"Set up a no-show follow-up that offers to rebook and creates a call task."
Assistant
Done. No-show rebook is in Automations, switched off: a rebook email the same day, a reminder two days later, and a call task for you. It stops as soon as they book.
How the Studio works
You stay the editor. The Studio does the busywork.
Add a recording, or write an idea
Upload an episode or webinar, paste a link, or describe an idea in a sentence. No recording? Ideas become short videos voiced in a stock voice or your own.
Review and approve
Edit the hook, title and description. A compliance check flags risky wording, like promised returns, before you can approve.
It goes out on schedule
Approved pieces post to YouTube and LinkedIn at the times you pick, and articles go to your blog. You get a weekly plan and a Monday numbers email.
Your brand, not ours
Clients see your name, your logo and your colors.
Your CRM runs on your own address, like crm.yourfirm.com. Every video carries your brand, and your blog lives on your domain.
Built for a regulated business
Review comes first.
Advisors answer for what they publish. SignalWealth is built around that.
Nothing posts without you
Every short, video and article waits for your approval. Approvals are recorded with a copy of exactly what you approved.
A wording check before approval
Promissory phrases are flagged and block approval until you change them. Add your own watch words for your firm. It supports your review; it doesn't replace it.
Your data, kept separate
Each firm's data is isolated from every other firm's. Two-factor sign-in is required for owners and admins, and you can export your contacts at any time.
Pricing
One price per firm. No setup fee.
Every plan includes up to three people. Founder pricing for the first 50 firms, locked while you stay subscribed.
CRM
$89/ month
Clients, pipeline, calendar and booking under your brand.
Signal
$199/ month
The CRM plus the full Studio, with stock voices.
Founder price, then $299.
Signature
$399/ month
Everything in Signal, with ideas voiced in your own voice.
Founder price, then $599.
Questions
Do I need the CRM to use the Studio?
Yes. The Studio is part of the same account, and every content plan includes the CRM for up to three people.
I don't have a podcast or webinar. Can I still use the Studio?
Yes. Type an idea and the Studio writes a script for you to edit. Approve it and it becomes a short video, voiced in a stock voice, or your own voice on Signature.
Where does my content get posted?
YouTube and LinkedIn post automatically, on the schedule you set. Articles publish to a blog on your own domain. For Facebook and Instagram, download the finished video and its caption from the Studio and post it yourself for now; scheduling for both is coming.
Can I use my own domain and logo?
Yes. Your CRM can run on your own address, like crm.yourfirm.com, with your logo and brand color. Your clients never see ours.
Is there a contract?
No. Plans are monthly and you can cancel any time. Annual billing gets you two months free. The CRM comes with a 30-day free trial.
Can I use ChatGPT, Claude or another AI with my CRM?
Yes. Any AI assistant that supports MCP connectors can connect from Settings → Connections to look up clients on any plan. With the $29 build add-on, included with Signature, it can also build forms, automations, email templates and newsletter drafts, all saved switched off for your review. How the AI connector works.
Will there be an AI avatar of me?
That's our Persona plan: on-camera videos of you made from your own footage, with a digital twin option (Persona Plus). We're opening it to a small group first; Reserve a spot.
Try the CRM free for 30 days.
Set up in about a minute on your own address. Add the Studio whenever you like.