Send a link. See who’s interested. Call them.

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

A clean, branded page you authored: who you are, how you work, the services you offer, your events, your materials, and a short video to introduce yourself — plus a straightforward way to reach you. It looks like your practice, not like a template, and it never routes a visitor to another advisor.

No — and not as an oversight. There is no score, no 0–100, no hot/warm/cold, no “most engaged” list, and no sort-by-activity anywhere in your dashboard. You see what happened: pages opened, video played, materials downloaded, forms submitted. Atlas Signalis never infers or predicts what anyone intends to do. What it means, and who is worth a call, is your judgment and stays that way.

No, and we want to be straight about that. Atlas Signalis is not another source of shared leads — it helps you make more of the opportunities you already create. It does not generate prospects for you or introduce you to anyone. You drive the traffic: you send a personal link to someone you met, put a broadcast link in your email signature, a newsletter, a LinkedIn post, or a mailer. What the platform does is show you what happened after you sent it. Your subscription also includes access to browse the Strategy Library for your own research.

Most advisors publish in about twenty minutes. The editor is self-serve and section-based — type your details, upload a video and any PDFs (or paste links), hit publish. No designer, no code, no implementation call. You can change it whenever you like.

No. This sits alongside whatever you already have. Your website is where people find you; this is the page you send to someone specific, and the record and reporting that come with it. Plenty of advisors keep both and never touch their existing site.

Decide what goes on the page, and decide whether you want a review step before changes go live. That is the whole of it. The recordkeeping happens whether you think about it or not: every save writes a permanent, sealed copy, your required disclosure renders on every version, and the whole history exports as one file.

If you switch review on and you are both the editor and the reviewer, the record says self-approved, plainly. We don’t dress that up as something it isn’t.

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

Every save writes a permanent copy of the page — not the latest one, every one. If the page said something in March and something else in July, both are on file with the date and who saved it. Versions cannot be edited or deleted: not by you, and not by us. 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. One click exports the whole record as a single file you control.

Yes. You set your firm’s required disclosure once and it renders at the foot of every version of the page and is captured in the record — so the file shows the disclosure that was on the page at the time, which is the reason anyone asks for it. Your other materials live in your document fields as usual. Atlas Signalis doesn’t verify or edit what you publish; responsibility for your advertising stays with you, exactly as it does on your own site.

Yes, and they’re asked rather than assumed. Anyone arriving on a personal link is shown on the page what is measured and chooses. If they decline, nothing named is recorded, any page activity previously recorded for them is erased, and their link still works exactly the same — they simply appear in your anonymous counts like any other visitor. Anything they deliberately send you — a question, an RSVP — is a message to you, not tracking, and stays.

No. The people who visit your page are your relationships, not ours. We never market to them, never sell or share their information, and never introduce them to another advisor. When someone asks for a conversation or a meeting, that request goes to you and the conversation is yours — we pass it along and step out.

You do. The people you bring and the activity they generate belong to your practice, exportable any time as CSV. We don’t sell your data or share it with anyone else on the platform. If you cancel, you take it with you.

Immediately, and without contacting us. Flip the publish toggle off and the whole page is dark at once — review settings and everything else are bypassed. That is the emergency stop and it always works. For a single item, remove it in the editor and save. Nothing requires a support ticket.

Mechanically: the request and anything submitted in response are recorded with a timestamp and kept in your record, and they appear in your inbound list alongside contact requests and RSVPs. That is all the platform does.

Whether to solicit reviews at all, how to present them, and what disclosures go with them are decisions for you under your own advertising policies. Atlas Signalis doesn’t publish them for you, doesn’t edit them, and takes no position on how you use them.

Cancel any time — no contract, no penalty. Your plan simply doesn’t renew, your page unpublishes at the end of the paid period, and you can export your page history and your data before it does.