Who We Serve

RIA Integrators / Aggregators

Unify your platform with scalable research, consistent
investment processes, and communication tools advisors actually use.

The Operational Complexity of Multi-Firm Platforms

As RIA platforms grow through integration or acquisition, maintaining consistency becomes increasingly difficult. Each joining firm brings its own investment philosophy, model lineup, advisor communication style, and operational approach. Without a unified structure, the platform risks inefficiency, inconsistent experiences, and reduced advisor adoption.

  • Standardizing investment processes across multiple acquired firms

  • Improving advisor adoption of platform-wide investment resources

  • Reducing the operational strain of research and oversight

  • Strengthening compliance and documentation across the organization

  • Delivering a unified, defensible investment experience to all clients

Helios helps platforms scale confidently with structure, clarity, and repeatability.
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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 Firm in Your Network

Helios becomes the research and investment backbone for integrators and aggregators—supporting advisor communication, driving consistency across firms, and improving the overall value proposition for both new and existing advisors. Your platform scales faster and operates more efficiently with Helios behind it.

  • Automated monitoring for all models and holdings across firms

  • Weekly insights that align communication across your advisor network

  • 1:1 strategic support for advisors and investment committees

  • Scalable processes that unify the investment experience platform-wide
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See How Helios Supports RIA Integrators & Aggregators

Helios equips platforms with scalable investment capabilities that enhance advisor
adoption, strengthen differentiation, and support growth through acquisition and integration.

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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