SignalSpan helps RIAs review marketing and client-facing content before it goes live, with structured findings, approval workflows, and a clear record of what changed and why.
SignalSpan is built for firms that need more than a one-time AI review. It brings structure to how marketing and client-facing content is reviewed, revised, approved, and retained.
Review content faster while keeping final judgment with the people responsible for compliance.
Move from one-off reviews to a repeatable process for submissions, findings, revisions, and approvals.
Support reusable disclosures, review expectations, and escalation rules that fit how each firm works.
Preserve what was submitted, what changed, who reviewed it, and what was approved.
SignalSpan helps firms reduce review friction without giving up control, context, or documentation.
SignalSpan helps firms move from draft to approved record in a more consistent, organized workflow.
Capture the draft, intended use, and relevant review context — website copy, newsletters, advisor emails, or other client-facing materials.
Identify potentially risky language, missing disclosures, and other review concerns based on the firm's workflow and standards.
Make updates, route content to the right reviewer, and track approval status. Higher-risk content can be escalated for closer review.
Preserve submissions, changes, approvals, and the final approved version in one searchable place.
A more organized review process helps firms reduce friction without losing oversight or documentation.
Try the review workflow with a sample draft. Paste any marketing copy to see how SignalSpan surfaces risk, explains findings, and suggests compliant rewrites.
Simple plans for firms that want a more consistent review workflow without enterprise complexity.
Annual plans save about 20%.
SignalSpan is designed for RIAs that want a more organized way to review client-facing communications, marketing content, and related records before publication. Pricing may vary based on workflow complexity, team size, and implementation needs.
A review is a submission processed through SignalSpan for analysis, revision, approval, and record retention.
No. Monthly plans are available, and annual billing is offered at a discount.
Yes. Enterprise plans are intended for firms that need more tailored workflows, support, or implementation help.
Interested in SignalSpan Compliance for your firm? Request a demo or send us a note and we'll follow up shortly.
SignalSpan Compliance is designed for RIAs, independent advisory firms, and compliance-focused teams that need a structured, auditable process for managing marketing reviews, disclosures, and internal compliance workflows.