Works like a virtual wholesaler,
around the clock.

No. Atlas Signalis is a marketing and technology platform. We don’t sell securities, recommend strategies, solicit investors, or take a cut of anything you raise. Your page presents your firm in your words; our fee is a flat monthly subscription that never varies with your sales or assets.

Observed actions only — which advisor opened your page, watched a pitch, downloaded a fact sheet, compared strategies, or asked to talk, and when. Atlas Signalis never predicts intent or scores anyone on data you can’t see. The Signalis Engagement Score™ is a transparent tally of real activity, so your follow-up is grounded in what actually happened.

You do. The advisors you bring and the engagement they generate belong to your firm — exportable anytime as CSV. We don’t sell your data or share it with other managers. If you cancel, you can take it with you.

A polished, branded page: your strategies, pitch videos, fact sheets, team, and a way to start a conversation — like a private booth that never closes. Advisors arriving on a personal link you sent see your world only; we never route them to competing managers.

Most managers publish within about 20 minutes of joining. The editor is self-serve — type your strategy details, upload videos and PDFs (or paste links), hit publish. No designers, no code, no implementation call. You can refine it any time.

No — your page is your firm’s content, presented as you provide it, and it remains subject to your own compliance and marketing-review process, just like your website or a conference booth. Atlas Signalis doesn’t verify, rate, or rank managers on merit.

Two ways. You send advisors their personal links — email, LinkedIn, follow-ups — and every visit is attributed. And your strategies are listed in the Atlas Signalis Strategy Library, where advisors searching by asset class, vehicle, or platform can discover you organically.

Cancel anytime from your dashboard — no contract, no penalty. Monthly plans stop at the end of the month; annual plans simply don’t renew. Your page unpublishes at the end of the paid period, and you can export your data first.

Yes — everything on your page is your firm’s marketing material, so your advertising-review process (SEC Marketing Rule, and FINRA 2210 where applicable) applies to the copy, documents and videos you choose to publish. Atlas Signalis adds no claims of its own, and never writes a word of your marketing.

What Atlas Signalis does is make that review enforceable instead of procedural. One designated person maintains the page. If your policy requires sign-off, switch it on and the live page will not move until a reviewer approves the change — and the reviewer is shown only what changed. Every version is kept, with the name of whoever approved it. See Compliance.

Atlas Signalis keeps them for you. You don’t screenshot anything.

Every save writes a permanent copy of the page — not the latest one, every one. If a page said something in March and something else in July, both are on file, with the date and the person who saved it. Records cannot be edited or deleted: not by your firm, and not by Atlas Signalis. The database refuses.

Each version is sealed to the one before it, so altering any historical version breaks every seal after it — and you can verify that yourself, in your own browser, without taking our word for it. One click exports the whole record as a single file you control when review or diligence begins. See Compliance.

Yes — the same ones you use everywhere else, and Atlas Signalis gives them a permanent home.

Your reviewer sets your firm’s required disclosure once. It renders at the foot of every version of the page and is captured in the record, so the file shows the legend that was on the page at the time — which is the reason a compliance officer asks for it at all. The page editor cannot change it. The database rejects the attempt; it is not merely hidden in the interface.

Fact sheets, commentary and prospectus links live in your strategy document fields as usual. Atlas Signalis doesn’t verify or edit your content — responsibility for what you publish stays with your firm, exactly as it does on your own site.

Start with What Atlas Signalis Collects — it is public, and it lists the exact fields we store, the ones we never store, where the data lives, our sub-processors, and how to switch measurement off for any advisor. Most of a standard questionnaire is answerable straight from it. Then Compliance covers records, supervision and retention.

Anything else, send us the questionnaire itself and you will get a straight, specific answer. Email info@atlassignalis.com and we’ll send it same day.

Yes — and not by convention. By control.

Exactly one person at your firm can change the page. You designate them. Everyone else on the plan keeps the full Command Center — their advisor links, their book, who to call next — and cannot touch the page at all. That restriction is enforced in the database, not by hiding a button: a wholesaler who navigates straight to the editor still cannot write to it.

If your policy requires review, switch it on. Your editor keeps editing exactly as before, but the live page stops following them — it stays on the last approved version until a reviewer approves the change. The reviewer is shown only what changed, not the whole page again. And if the person who edited the page is also the person who approved it, the record says self-approved, plainly. We don’t launder that.

Not the general public. Before anyone can browse, they must confirm they’re a financial professional — an advisor, consultant, or plan fiduciary — and not a retail investor. It’s built for professional research, not consumer traffic.

Atlas Signalis never ranks managers by quality, performance, or any opinion of ours. What an advisor sees depends on the filters they choose. Featured placement is the one exception, it’s paid, and it’s labeled as promotional right on the card — so nobody mistakes it for a recommendation.

Tick one box in the editor — “qualified-plan audience” — and that strategy behaves differently. Anyone can see the basics: the strategy name, category, vehicle, and a short description, shown with the standard CIT disclosure (a bank collective investment trust, available only to eligible qualified retirement plans; not FDIC insured; not a registered investment company; not registered under the Securities Act of 1933).

Everything else — the fact sheet, the pitch video, the detailed numbers — stays hidden until the visitor confirms they’re a financial professional or plan fiduciary working with qualified plans. Only then does it unlock.

Your compliance team and your trustee decide what belongs in each layer. Atlas Signalis gives you the switch to enforce it, and the disclosure follows that strategy everywhere it appears — your page and the library.

No. Advisors who engage with your page are your relationships, not ours. Atlas Signalis never markets to them, never sells or shares their information, and never introduces them to another manager. When an advisor asks for a conversation, materials, or a meeting, that request goes to the contact you designate and the conversation is yours — Atlas Signalis conveys it and steps out.

No. The score summarizes observed activity that already happened — pages viewed, videos watched, materials downloaded, requests submitted — and orders your own follow-up list accordingly. It does not predict, infer, or represent any advisor’s investment intentions, and it is not a recommendation, a solicitation, or an assessment of any advisor, manager, strategy, or security. Recommended actions are sales next-steps for your team, never investment advice.

Immediately, and without contacting us. Flip the publish toggle off and the whole page is dark at once — approval settings, reviewers and everything else are bypassed. That is the emergency stop, it belongs to your editor, and it always works.

For a single item — one document, one video, one strategy — remove it in the editor and save. If you have not switched on review, it is live at once. If you have, the removal goes through the same approval as any other change, because that is the point of switching it on. If you need something gone this minute, take the page down, fix it, and republish. Nothing requires an Atlas Signalis ticket or a support queue.

Any tablet or laptop with a browser — there is no app and nothing to install. In the editor you click Conference mode, type the event name, and your page opens locked to your firm: no Atlas Signalis navigation, no way for a visitor to wander off. Put the device into its own guided-access mode and stand it on the table. Advisors watch your pitch videos and open your fact sheets while your team is busy with someone else, and a QR code on screen lets them take the page home on their phone. Afterwards, the Conferences view in your Command Center shows how the booth actually performed.

No, and we won’t pretend it does. A booth visitor is anonymous: Atlas Signalis reports what was watched and what was taken, never who was standing there. An advisor becomes named only when they choose to be — by scanning your QR code and opening your page on their own device, at which point they appear in your Command Center like any other named engagement. The page also clears itself between visitors, so one advisor’s session, form entries, and qualified-plan attestation never carry over to the next person. Observed engagement, never inferred intent — that rule doesn’t bend at a trade show.