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Helios Quantitative Research Launched Online Product to Bridge Estate Planning Gap for Financial Advisors

May 21st, 2019 by Nyle Bayer


Helios Integrated Planning is revolutionizing how financial advisors meet clients’ estate planning 
needs

GRANITE BAY, Calif. (May 20, 2019) — Helios Quantitative Research (“HQR”), a firm focused on delivering advanced solutions for financial advisors, has launched its newest product — Helios 
Integrated Planning (HIP). The new online software system enables financial advisors to offer estate planning as part of a comprehensive financial planning process. It also gives advisors 
additional opportunities to build generational relationships with their clients and their clients’ children, while driving stronger planning revenue.

The system allows the advisor to seamlessly coordinate the information needed for Helios’ estate planners and attorneys to create high-quality estate planning documents. While many advisors outsource estate planning matters to attorneys, which can take weeks, if not months, the HIP software affords the advisor and their client a path to creating a complete estate plan within 48 hours.

“We’ve conducted in-depth conversations with advisors who have confirmed there is an overwhelming need for estate planning services among their clients. We believe HIP will be a pioneer in 
addressing this need and filling the current gap in the marketplace,” says Ray Harrison, managing director at HQR and a 25-year veteran of the financial advisory business.

HIP works in conjunction with forward-thinking advisors to provide greater value to their clients and add more revenue to their bottom line. With the adoption of HIP, advisors will receive access to state-of-the-art software for coordinating the creation of estate planning documents, along with the support of a highly experienced team of seasoned estate planners and attorneys throughout the process. A few highlights of the offering include:

  • Services for advisors. With HIP, advisors gain access to online estate planning, estate plan reviews, and legal support.
  • 48-hour document delivery. Once advisors secure the required information from their clients, the HIP team works to develop and deliver completed documents within two business days.
  • Comprehensive training. HIP provides advisors with training and live chat support throughout each step of the process.
  • Low-cost offering. HIP presents a more affordable option for advisors, compared to what attorneys traditionally charge for estate planning services.
  • Quality control. All estate-planning documents developed through HIP are reviewed by experienced estate planners or attorneys.
  • Available in all 50 states. Estate plans for people who are single, married or domestic partners are compliant with the laws in all 50 states and Washington, D.C.

“There is a misconception that estate planning can only be performed by a licensed attorney, and that is not the case,” says Michael Bennett, lead estate planner for HIP. “We’re using our 
expertise to offer advisors, who have already achieved a level of trust with their clients, the opportunity to provide them with a truly comprehensive financial plan.”

Chris Shuba, founder and CEO of HIP, says, “A partnership with Helios will benefit advisors in a variety of ways, not only by adding value for their clients now but by helping them build lasting relationships well into the future. We’ve seen in the majority of cases, almost all of the assets will leave a practice after the passing of a second spouse. Helios is giving advisors the opportunity to be at the center of those legacy conversations now, in order to forge necessary bonds with the next generation.”

HIP is now available to advisors across the country. For more information on these capabilities, 
visit www.heliosplans.com.

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Helios Quantitative Research

Helios Quantitative Research (HQR) acts as an “insourced chief information officer” for financial advisors by offering them unique data-driven algorithms and research-driven models to grow their 
clients’ wealth and take advantage of market opportunities when they arise. HQR models help reduce the cost of investing for the end investor while improving the economics for advisors by streamlining the asset management process and effectively reducing associated fees to zero. The firm influences $16B in combined advisor assets. Note, while HQR influences these assets and how they are invested, the assets remain under the individual advisor’s discretion. Learn more at https://heliosdriven.com, via Twitter or on LinkedIn.

Media Contact
Tara Berardi
Gregory FCA for HQR Helios@GregoryFCA.com
215-337-4195

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