About
A small idea about noticing sooner.
Advisors kept describing the same problem. A client changes jobs, sells a house or pays off a loan, and the advisor finds out months later, if ever. The money that moves often sits at other firms, out of sight.
The first version of Signals was a fast prototype I built in April 2025. It turned changes in held-away accounts into short prompts an advisor could act on, and it proved the idea resonated.
This is version two: the same idea, rebuilt properly as a portfolio piece. Every signal is now detected from data instead of written by hand, every number ties out, and the design is calmer and clearer on any screen.
About the data: Every person, account and transaction here is made up and used only for illustration. Signals are prompts for a conversation, not financial advice.
What v2 improves
Every signal is real
Each one is detected from transactions and balances, and shows the evidence that triggered it.
Numbers that agree
Income fits the household, liabilities make sense, and net worth always equals assets minus debts.
Ranked by opportunity
A transparent score puts the biggest, freshest, most confident opportunities first.
Built to hand off
Every signal comes with a next step, a talk track and a CRM-ready payload.
Honest by design
No fake security metrics, a fictional home firm, and synthetic data clearly labeled on every page.
Fast everywhere
Static-first on the edge, readable on a phone, keyboard friendly, and calm under reduced motion.