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SignalWealth

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SignalWealth combines a white-label CRM with a content studio in one login. Firms run contacts, pipeline, tasks, two-way Google Calendar sync, public booking links with automatic Zoom, forms, email automations and texting on their own domain. The Studio turns long-form recordings, or a typed idea, into branded vertical shorts, full YouTube episodes with chapters, and SEO articles on the firm’s own blog. A wording check flags promissory language and blocks approval until it’s fixed, and every approval is logged with a copy of what was approved. An MCP connector lets ChatGPT, Claude and other AI assistants look up CRM data and draft forms, automations and newsletters, which are always saved switched off for review. Built by an advisor with 24 years in insurance and financial services and run first in his own firms.

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