WELCOME TO HELIOS SOLUTIONS, A QUICK GUIDE TO ALL OF OUR SERVICES
| FROM ONE TO MANY
Helios Quantitative Research serves over 800 Financial Advisors who collectively manage over $30 billion. Through these insights, we have built two additional solutions due to their common desperation for specific innovations.
| LISTEN AND LEARN
Our CEO, Chris Shuba joined Michael Batnick, CFA, and Ben Carlson, CFA, on their popular podcast, Animal Spirits, to discuss all things Helios. In this episode you will learn:
- How advisors implement our quantitative strategies
- Our disruptive pricing model
- The power of our mathematical diversity in a model ecosystem
- Our robust training and communication services
- Plus much more
If you haven't heard this episode yet, it's a great place to start. Just click the play button or find it in your favorite podcast player.
| HELIOS QUANTITATIVE RESEARCH
Imagine having a team of quantitative analysts, strategists, consultants, and creators who are unified to ensure your firm’s custom investment offering is created, implemented, monitored, and communicated with an institutional standard of excellence. Helios Quantitative Research partners with Financial Advisors to provide precisely that. Engage on a flat-fee basis and receive the benefits of a large scale advisory practice for a fraction of the cost.
| HELIOS INTEGRATED PLANNING
REIMAGINING ESTATE PLANNING
Estate Planning is an essential piece of the financial planning process. Where the financial plan ends, the Estate Plan begins. We built Helios Plans to fulfill that need. Create an account for free, and you will have a dashboard of all Estate Plans you have coordinated for your clients. We charge a flat fee to you, and you can markup your services from there (or not).
| HELIOS TOOLS
We believe that most fintech tools are expensive, and investors ultimately pay the price. Therefore, we leveraged our quantitative investment knowledge to build our very own portfolio analysis software solution for investment advisory firms of tomorrow. Now you will be able to quantify your client's risk tolerance, evaluate their portfolio's risk levels, compare any changes, and prepare beautiful reports for FREE.