Static database exports
Signal Desk keeps source caveats, locked fields, and update paths next to each record.
Simpli-FI Events product
Simpli-FI Signal Desk
The off-site workspace for asset managers, sponsors, consultants, and service providers that need event leads, source-backed records, profile updates, speaker materials, and follow-up in one operating desk.
Event leadsSource recordsSignal LinksSpeaker materials
$5.99Treported public pension assets in the current source-data seed
4,673defined-benefit public plan records indexed
36.4Mmember and annuitant records represented in source files
51states and jurisdictions represented
Product decision
One offer, not three names.
Signal Desk is the clean buyer-facing offer. The Ledger becomes the source-data module inside it, and older locked-record naming stays internal for now. That keeps the product broad enough for events, identity, lead capture, speaker content, and relationship workflow.
Live workspace
Sponsor follow-up queue
1Fund profile updatedOpen
2Dinner note needs source linkOpen
3Speaker deck receivedOpen
4Provider field lockedLocked
5Follow-up due FridayLocked
What It Replaces
Less spreadsheet glue after the event.
Badge-scan-only lead tools
The lead connects to a person, event, fund, source record, note, and next action.
Speaker-material inbox chaos
Slides, source files, session links, and post-event resources land in one workspace.
Capabilities
Built for the room and the follow-up.
The free event app should stay useful on its own. Signal Desk is for teams that want the deeper workflow after curiosity turns into a buyer conversation.
Event leads
Badge scans, dinner conversations, and sponsor interest become usable follow-up.
Capture the person, organization, event, conversation note, and next step beside the source record that made the meeting worth having.
The Ledger
Source-backed public records live inside the workflow, not in a separate research pile.
Public filings, source URLs, confidence notes, provider records, disclosures, and unresolved gaps sit beside each fund, sponsor, or institution profile.
Signal Links
Share one clean update link while the room still has momentum.
Use profile-update links for board-member dinners, sponsor follow-ups, speaker intake, and staff-confirmed corrections after the event.
Speaker desk
Collect slides, session resources, source files, and post-event assets in one place.
Reduce inbox hunting and give attendees a clearer path from the session to the follow-up material they expected.
Relationship map
Provider, advisor, consultant, and sponsor context stays tied to the source trail.
Blur or lock unverified fields until the record has a source, then keep relationship notes and disclosures next to the profile.
Handoff
Shortlists, notes, exports, and tasks turn event intelligence into action.
Teams leave with a real post-event work queue instead of a spreadsheet that needs to be rebuilt by Monday afternoon.
Pricing Sheet
Clear enough to share, flexible enough for a first rollout.
Starter
Event companion plus preview
$4,995per event
A public event companion with sponsor pages, source-backed teaser records, venue context, and lead-routing prompts.
- Client-branded event guide
- Public-source preview records
- Sponsor and venue pages
- Basic lead routing
Professional
Signal Desk
$9,600per year
The core paid workspace for asset managers, sponsors, consultants, and service providers that need event follow-up connected to source records.
- The Ledger source-data module
- Signal Links and profile updates
- Lead capture and meeting notes
- Speaker-material intake
- Shortlists, exports, and follow-up tasks
Enterprise
Teams and market packs
$24K-$36Kper year
For teams that need custom event workspaces, private lists, seat controls, regional packs, and richer verification workflows.
- Team seats and access controls
- Custom source packs
- Private relationship notes
- Export and handoff support
- Optional region packs from $1,500
Pricing is a launch framework for Simpli-FI Events and may vary by seats, source coverage, verification depth, and event-specific services.
Why It Stands Apart
A database, event app, and follow-up desk in one buyer story.
| Buyer question | Typical tool split | Signal Desk |
|---|---|---|
| Prepare for a room | Event apps show logistics. Static databases show records. | Signal Desk connects event context, source records, and follow-up in one workspace. |
| Handle source confidence | Exports can lose caveats after the first spreadsheet pass. | Each record can keep source links, confidence notes, locked fields, and unresolved gaps visible. |
| Collect better updates | Corrections tend to arrive through email, forms, and hallway notes. | Signal Links route clean profile updates back to the record that needs them. |
| Measure relationship work | Lead tools often stop at the badge scan. | Signal Desk tracks shortlist, note, source, person, next step, and handoff status. |
Source Posture
Public data, careful labels, no advice.
Signal Desk is a Simpli-FI Events data, event, identity, and relationship workflow product. It is not investment, actuarial, legal, fiduciary, procurement, provider-selection, or financial advice.
Want the asset manager dashboard without making the client app feel salesy?
Put the public records in the event app. Keep the richer service-provider database, update links, disclosures, lead capture, and follow-up workflow here on the Simpli-FI Events site.