This just in: CEO Chris Shuba in Financial Planning
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Implement Helios in Three Simple Steps

Our dedicated implementation team works at your pace with your priorities in
mind to help you level up your asset management experience.

Implement

Step One
Helios performs a comprehensive review of your existing holdings and strategies. If you want, you can retain all existing holdings for continuity and tax efficiency. We then match your existing strategies to your new models.

Step Two
We provide your team with a complete training and education platform. This enables you to get started quickly and easily while making sure you have ongoing access to training resources if you need them.

Step Three
Helios creates white-label strategy sheets, weekly reports, communication tools and presentations to be shared with your clients.

Ongoing Partnership

Ongoing Partnership

Once implementation is complete, Helios acts as your day-to-day asset management partner, including:

  • Regular check-ins and conversations after each trading period
  • Spot training by our team as needed
  • Any customization you require

Get Started