Tools
Interactive tools built to help independence-minded advisors gain clarity and execute
Overview
- Compare independence scenarios and economics
- Identify transition risks and readiness gaps
- Generate next steps: messaging, planning, and execution checklists
Most-Used Tools
RIA Calculator
Compare scenarios, estimate take-home changes, and pressure-test outcomes.
Transition Readiness Assessment
Score your readiness and see what to fix before making a move.
Independence Pathfinder
Choose the model that fits: solo, join, hybrid, platform, or partner path.
Explore tools by outcome
Before you “go,” pressure-test the move—clients, contracts, staffing, tech, compliance, and timing.
Latest updates
FAQ
Which tool should I start with?
Start with the RIA Calculator if you want the economics. Start with Readiness if you want risk clarity. Use Pathfinder if you’re choosing a model.
Do I need perfect data to use these?
No. Most tools work with reasonable estimates and help you see what variables matter most.
Is this legal, tax, or investment advice?
No. Tools are educational and planning-oriented. Use your professional counsel for advice.
How often are tools updated?
We update tools and assumptions as the landscape changes and as we improve usability.
Can I request a tool?
Yes — use the Contact page and tell us what decision you’re trying to make.
How we approach this
Educational content only. Not legal, tax, or investment advice.
Get Signals + best resources regularly…
- platform shifts that change economics
- regulatory changes that raise execution risk
- capital + deal activity that reshapes incentives
