For Registered Investment Advisors

The Momentum Strategy Layer
Your Clients Are Missing.

Institutional-grade systematic momentum. Full backtest methodology. Compliance-ready architecture. Block trading via Schwab — no client credentials stored on our servers. Differentiate your practice with verifiable alpha generation.

Oct 2025
Live Since
$750K+
Founders' Capital Live
20+
Stock Universes
3,000+
Stocks Screened Daily
Schwab
Block Trading Integrated
The Challenge

The Challenges Every Independent RIA Faces

You know systematic approaches work. The challenge is finding tools that meet institutional standards without the institutional price tag.

Fee Justification

Clients question advisory fees when index funds keep winning. You need demonstrable alpha to defend your value.

Systematic momentum strategies with transparent, verifiable performance data your clients can see.

Alpha Generation

Traditional stock picking is inconsistent. You need a repeatable, rules-based approach to generating excess returns.

Composite momentum scoring across 3,000+ stocks. Backtested strategies with real drawdown data.

Compliance Overhead

Every new tool needs compliance review. Documentation, audit trails, and reporting add friction to adoption.

Compliance-ready reporting and full methodology documentation. Every signal is rules-based and auditable.

Tech Fragmentation

Juggling multiple platforms for screening, research, execution, and reporting wastes time and introduces errors.

One platform: screen, build baskets, backtest, execute, and track — all from SignalStrike.

Block Trading

Multi-Client Execution. Zero Credential Risk.

Apply momentum baskets across client accounts in a few clicks. SignalStrike generates block trade files that you upload directly to your Schwab custodian account.

No client credentials are ever stored on our servers. Everything is at the advisor's discretion. You control the execution — we provide the strategy layer.

  • Block trade file generation for Schwab custodian accounts
  • Zero client credentials on SignalStrike servers
  • Advisor-controlled execution — full discretion
  • Using a different custodian? We'll build the integration.
Schedule a Demo

How Block Trading Works

1
Configure Your Basket

Set parameters that fit your client's risk profile and investment goals.

2
Generate Block Trade File

SignalStrike creates a formatted trade file for your selected client accounts.

3
Upload to Schwab

Upload the file to your Schwab custodian dashboard. Trades execute at your discretion.

Methodology

Rigorous. Transparent. Auditable.

SignalStrike targets positive momentum factor exposure across domestic equity. Every strategy comes with full backtest methodology, drawdown analysis, and benchmark comparisons.

  • Composite momentum scoring across multiple timeframes
  • Risk-adjusted returns with Sharpe and volatility metrics
  • Maximum drawdown analysis with recovery periods
  • Benchmark-relative performance (S&P 500, NASDAQ 100)
  • Full methodology documentation for compliance review
  • Split-adjusted historical data from Tiingo
Full Methodology

Full Platform Access

  • Daily momentum screener — 3,000+ stocks, 20+ indices
  • Custom basket strategy builder (1,000+ parameter combinations)
  • Institutional-grade backtesting engine
  • Multi-client block trading (Schwab)
  • Performance tracking and attribution
  • Compliance-ready methodology documentation
  • Direct access to the founding team

RIA Pilot Program

We understand RIAs need time and evidence before adopting new tools. Our pilot program gives you 3-6 months to run SignalStrike strategies alongside your existing approach — no commitment until you see results.

Inquire About the Pilot

Past performance is not indicative of future results. Backtested results are hypothetical, do not represent actual trading, and may not reflect the impact of material economic and market factors. All investing involves risk, including the loss of principal. SignalStrike provides trading tools and data, not personalized investment advice. Advisors must determine suitability for their clients.

Coming Soon Beta

Client Intake Questionnaire

Save hours of meeting prep. Our AI-assisted intake questionnaire assesses potential clients' risk tolerance, investment goals, fears, aspirations, and expectations — delivering a structured brief before your first meeting.

Determine quickly what each potential client needs, match them to the right momentum basket parameters, and walk into every meeting prepared.

Ask About Early Access

What the Intake Covers

  • Risk tolerance assessment
  • Maximum drawdown comfort level
  • Investment goals and timeline
  • Current portfolio composition
  • Structured pre-meeting brief
Getting Started

From Demo to Deployment

1

Schedule a Demo

Walk through the platform with us. See the momentum screener, backtesting engine, block trading workflow, and execution flow in action.

2

Pilot with Your Portfolio

Run SignalStrike strategies alongside your existing approach. Compare performance, drawdowns, and risk metrics over 3-6 months. No commitment until you see results.

3

Integrate for Clients

Once validated, add systematic momentum as a strategy layer for qualifying client portfolios. Block trading, full reporting, and ongoing support included.

For Advisors

Add Systematic Momentum to Your Practice

Schedule a demo and see how SignalStrike can differentiate your firm with transparent, rules-based alpha generation.