Who We Serve

Employee Advisors

A smarter way to support your book—scalable research,
compliant processes, and ready-to-use investment structure.

The Operational Pressure on Employee Advisors

Employee Advisors operate within firm constraints yet still carry the full responsibility of client trust, investment communication, and outcomes. Many are expected to deliver high-quality investment guidance without dedicated research staff or a differentiated story—making it difficult to stand out while meeting compliance expectations.

  • Meeting compliance expectations with limited internal resources

  • Staying current with fast-changing economic and market conditions

  • Differentiating your advice in a uniform, corporate environment

  • Delivering consistent portfolios across a diverse client base

  • Reducing operational pressure without adding internal staff

Helios helps Employee Advisors operate with a clear, research-backed investment framework that elevates their client conversations.
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 Remove The Workload, Emotion, and Stress from Managing Investments.

Helios provides the research, technology, and tactical
workload support that growth-oriented practices need.

Support That Elevates Your Role as an Advisor

Helios functions as an institutional-level partner behind your practice—giving you the research, guidance, and communication tools needed to deliver a better-investment experience without changing how your firm operates. You stay compliant, consistent, and confident with every client interaction.

  • Automated model and holdings oversight

  • Weekly insights that clarify market movement for clients

  • 1:1 advisor support for unique or complex scenarios

  • A scalable investment foundation without internal staffing
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See How Helios Supports Employee Advisors

Helios gives Employee Advisors a scalable, research-driven investment framework that
enhances differentiation, reduces workload, and strengthens long-term client trust.

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Don't Just Take our Word for it.

Trusted by 400+ Advisors

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By utilizing Helios, we have been able to double our firm's revenue, enhance returns for our clients and save tons of time in the back office, allowing us to focus on our energy on engaging with clients.

Kevin T. CRPC™
Current Client

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From an efficiency standpoint, my practice is so lean and mean. It's everything I'd ever envisioned without hiring five people.


Brian B. CFP®
Current Client

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Helios has made it simple to tailor fit investment models to client-specific needs.



Lucas N. CFP®
Current Client

We'd Love to Learn About You!

Every practice is unique.  400+ Advisors have chosen to partner with Helios because we able to help them deliver a powerful client experience, drive growth, and reduce costs.  


Prefer to connect by email?
Reach us at hello@heliosdriven.com