Our complimentary tool provides Financial Advisors

• Client risk profiling
• Portfolio risk analysis
• Performance analysis
• Proposal generation
• Much more

Quickly connect and monitor your firm's investment offering
Scale the process for selecting, creating, monitoring, and implementing your firm-wide investment strategies.

• Research and monitor holdings
• Assign holdings to model portfolios
• Manage models at the firm level for all advisors
• Compare multiple portfolios against each other
• Generate proposals for clients

Engage clients and potential clients through a clear process that fits their risk profile
Empower those you serve with the information they need to make informed decisions without confusing finance-speak.

• Simple and robust risk questionnaire
• Compare and backtest portfolio performance
• Clearly recommend proposed changes
• Design your own proposal templates
• Customize firm specific disclosures

We believe that your tech stack should be simple and cost-effective
Our flagship company, Helios Quantitative Research, built this tool for our member firms, who collectively represent over 800 Financial Advisors. Now, we are sharing it with you!

• Leverage years of technological enhancements
• Potentially save tens of thousands of dollars in software expenses
• Focus spending on personalization and other key objectives
• Expand margins to increase longevity and security
• Attract and retain talent through competitive payout structures