This just in: CEO Chris Shuba in Financial Planning

Streamline the Asset Management
Process at Your Firm

Access Sophisticated
Investment Research

Within the Helios Tools Fund Universe, you can access over 27,000 tickers scored via our proprietary confidence rating system and download a full report on each ticker, including a complete, decision-ready set of analytics.

Customized Investment

Using Helios’ pick lists, which are defined by theme, such as socially responsible or low cost, you can make sure your models reflect your philosophy and what’s most important to your clients.

Effortless Portfolio

From a clean, intuitive dashboard, you can view all models. Model allocation changes over time are flagged for you, so you can ensure everything is always working together to achieve your clients’ goals.

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Confidence Rating Process

Stop wasting hundreds of hours studying analytics. Access our quantitative answers for thousands of mutual funds, ETFs, stocks, models and portfolios.

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Customized Modeling

Effortlessly customize your investment models to your clients’ needs to deliver deeper value to clients, generate increased referrals and drive more revenue.

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Insourced CIO

Decision-ready holdings analysis, custom investment models, portfolio technology, client communications, compliance documentation, and team training.

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Join 500+ advisors who have differentiated their firms using Helios.

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