SOPHISTICATED.
EFFICIENT.
FREE.

Helios Tools gives financial advisors free access to

    • client risk profiling
    • portfolio risk analysis
    • performance analysis
    • proposal generation
    • much more
- Sophisticated Coordination of Investments

QUICKLY CONNECT AND MONITOR YOUR FIRM’S INVESTMENT OFFERING

Scale the process for selecting, creating, monitoring, and implementing firm-wide investment strategies.

    • Research and monitor holdings
    • Assign holdings to model portfolios
    • Manage models at the firm level for all advisors
    • Compare multiple portfolios
    • Generate proposals for clients
- An Efficient Process for Clients and Prospects

ENGAGE CLIENTS AND PROSPECTS THROUGH A CLEAR PROCESS THAT FITS THEIR RISK RATIO

Empower clients and prospects with the information they need to make informed decisions without confusing finance-speak.

    • Powerful quantitative risk questionnaire
    • Compare and backtest portfolio performance
    • Clearly recommend proposed changes
    • Design your own proposal templates
    • Customize firm specific disclosures
- Free to Expand Your Firm’s Margins

WE BELIEVE THAT YOUR TECH STACK SHOULD BE SIMPLE AND COST EFFECTIVE

Our flagship company, Helios Quantitative Research, built this tool for our member firms who manage over $25 billion in assets, now we are sharing it with you.

    • Leverage years of technological enhancements
    • Potentially save thousands of dollars in software expenses
    • Focus spending on personalization and other KPI’s
    • Attract and retain talent with better payout structures
    • Expand margins to increase longevity and security