Who We Serve

OSJs

Strengthen your branch with scalable research, unified investment processes, and
advisor communication tools that minimize risk.

Supervising Advisors Comes With Rising Complexity

OSJs must balance advisor support, compliance oversight, investment consistency, and client outcomes across a diverse group of advisors. Many offices lack the internal research, documentation, and communication resources needed to maintain alignment across the branch.

  • Ensuring advisors follow consistent investment processes

  • Supporting advisors during volatile markets and client conversations

  • Reducing compliance risk with stronger documentation

  • Managing oversight without internal research staff

  • Improving advisor retention through added value and structure

Helios gives OSJs the scalable investment engine they need to streamline oversight, strengthen advisor confidence, and unify processes across the office.
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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 Strengthens Every Advisor in Your Office

Helios becomes an extension of your supervisory framework—offering research, documentation, and advisor communication support that helps OSJs deliver more value to their teams. With consistent messaging, model alignment, and real-time oversight, OSJs gain a scalable investment engine that strengthens the entire branch.

  • Automated oversight for every model and holding

  • Weekly insights that simplify advisor communication

  • Direct advisor support for complex client scenarios

  • Scalable research and processes that reduce supervisory risk
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See How Helios Supports OSJs

Helios equips OSJs with a scalable, defensible investment framework that
improves advisor alignment, reduces risk, and strengthens client outcomes across the entire office.

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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