Helios Elevates Platform with Cutting-Edge Machine Learning: Featured in Financial Planning
Financial Planning has just released coverage of the recent Helios platform upgrade, highlighting the integration of machine learning technology into...
Helios helps financial advisors simplify and scale their investment process through a combination of quantitative research, portfolio oversight, and advisor enablement tools. Our model is built around two distinct levels of service — Premium Research Services and Investment Committee Services — designed to fit where your practice is today and grow with you over time.
Whether you prefer to leverage Helios’ data-driven models or partner with us as your fractional CIO, our goal is the same: to improve the odds of achieving your clients’ financial plans through disciplined, fact-based portfolio management.
The Helios Confidence Rating process analyzes over 40,000 ETFs, mutual funds, and stocks so you don't have to!
Deploy a fully customized, quantitative model ecosystem that's easily implemented for your clients.
Access Helios' portfolio design approach that optimizes client portfolios - even between service meetings!
Engage clients with data-backed reports and white-labeled communication that strengthens your message.
Simplify and streamline your compliance documentation while reducing your business risks.
Let Helios handle everything from automated model rebalancing to cash management for your practice (RIA's only)
Helios partners with advisors, RIAs, and institutions seeking a scalable investment framework backed by research, data, and ongoing oversight. Whether you’re building portfolios in-house or looking to delegate CIO responsibilities, Helios provides the structure and flexibility to fit your model — helping you deliver consistent results to your clients.
Helios enables fully customized portfolio capabilities for liquid assets to help you manage complex clients.
Helios can serve as an end-to-end partner that delivers everything your practice needs to manage client assets.
Helios empowers RIA's to maximize their independence and deliver cutting edge asset management solutions.
Helios enables Independents to stay true to their compliance rules while providing differentiated capabilities.
Helios is proven to help Advisors quickly gather AUM from existing client relationships.
Helios provides the systems and processes that help separate your RIA from the pack.
Helios delivers a systematic approach to asset management the provides a solid compliance foundation.
Helios provides quantitative solutions that help advisors grow, scale, and strengthen their value proposition. Explore how we support every stage of advisory practice development — from differentiation to operational efficiency and long-term enterprise value.
How Advisors Can Use Market Commentary to Strengthen Client Relationships — Not Overwhelm Them
1 min read
Melissa_IN : Updated on January 19, 2026
Helios CEO Chris Shuba recently joined the Talk Your Book Podcast to delve into cutting-edge developments and new trading capabilities powered by artificial intelligence. In this must-listen episode, Chris covers a range of insightful topics that financial advisors and enthusiasts won't want to miss.
Here's a sneak peek into the podcast discussion:
Tech Trends in 2024: Explore the dynamic landscape of advisor technology and the anticipated growth trends in 2024.
AI Revolution with Helios: Learn about Helios' innovative use of artificial intelligence, revolutionizing the way financial advisors approach their work.
Quant Strategies and Portfolio Turnover: Understand the issues surrounding quant strategies and portfolio turnover for advisors, and how Helios is navigating this complex landscape.
Revolutionary Trading Execution: Get an exclusive look at Helios' new trading execution capabilities, enhancing efficiency and effectiveness for advisors.
Tailored Models and Algorithms: Delve into the world of custom models and algorithms, designed specifically to empower financial advisors with personalized strategies.
Listen to the full podcast here.
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