Most advisors spend 7-10 hours per week on investment research. That's time not spent with clients.
We build custom research infrastructure that does the heavy lifting: 70,000+ securities scored across five dimensions, backed by 14 peer-reviewed studies. Calibrated to your philosophy. Built exclusively for your firm.
Most RIA firms are losing time, overpaying for tools, and leaving alpha on the table.
What if you could solve all three for less than 30% of a single analyst's salary?
Grounded in 14 peer-reviewed studies from Harvard, Chicago, Stanford, and more.
Quality. Value. Financial stability. Technical strength. And a composite rating that brings it all together. Filter by sector, country, exchange, or any scoring dimension.
Access through a private web dashboard from any device.
How advisors use it: Screen for opportunities. Validate holdings. Build conviction. Streamline client presentations.
Each pillar addresses a specific inefficiency in how most advisory firms conduct investment research.
Automated analysis produces balanced buy, hold, and sell signals, unlike Wall Street's 47% buy / 6% sell skew. Faster revisions. No conflicts of interest.
Piotroski's 9-point financial health score adds 7.5% annual alpha to value stocks. Sloan's accruals filter catches earnings manipulation before it shows up in returns.
Value and momentum are negatively correlated. Combining them boosts the Sharpe ratio ~50% vs. either alone. Blending fundamental + technical nearly doubles returns.
Scores and monitors 70,000+ securities across 60+ exchanges continuously. Mispricings persist because most investors simply cannot process data at this scale.
A straightforward four-step process. No ongoing complexity.
Your philosophy, criteria, and constraints.
System built, backtested, and validated to your specs.
Live on your infrastructure. Full training included.
$5,000/yr for recalibration, updates, and data feeds.
We publish our pricing because the right firms recognize the value immediately. This isn't for everyone, and that's by design.
Your clients get better outcomes. Your practice runs more efficiently. The research does the heavy lifting.
FivePoint Signal Analytics was founded on a simple observation: the research that drives most investment decisions is structurally compromised. Wall Street analysts rate 47% of stocks a buy and only 6% a sell. That's not analysis. That's a sales funnel.
For RIA firms, this creates a specific problem: you're either spending hours doing your own research, paying six figures for an analyst, or relying on the same conflicted research as everyone else. None of those options scale.
We build custom, independent research infrastructure grounded in 14 peer-reviewed studies. Every system is calibrated to the firm's investment philosophy, delivered as a private dashboard, and supported by an ongoing retainer. The result: institutional-grade research at a fraction of the institutional cost.
A 30-minute conversation to understand your practice, discuss your research needs, and determine if this is the right fit for your firm.