Wednesday, Sep 02

Estate Planning in Five Minutes – Our Wealth/Stack Demo Revisited!

Helios CEO and Founder Chris Shuba walks through our Wealth/Stack Showdown presentation. Five minutes is all you need to understand the what, why, and how Helios empowers Financial Advisors to begin coordinating Estate Plans for their clients.


Creating an account is free and will allow you to take a look at the application as well as our tools and resources section designed specifically for Financial Advisors. If you have any questions or need additional information, contact us here and we will be in touch!

Team Helios

Team Helios

Helios partners with Financial Advisors to help them grow their business, save time, and add scale to their services through estate planning technology and asset management capabilities. Helios was founded in 2016 in Granite Bay, California.

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Replay: Helios + Riskalyze Webinar: Advisor Estate Planning for the Risk-First Decade

Replay: Helios + Riskalyze Webinar: Advisor Estate Planning for the Risk-First Decade

Join us for a conversation with Matt Morris, VP Sales at Helios, Aaron Klein, CEO of Riskalyze, and David Littlejohn, advisor and Riskalyze / Helios power user, who will discuss and explore how financial advisors can use fintech estate planning solutions to deepen client relationships, provide value-added advisory services to clients and households and unlock new revenue streams. 

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