Your Platform.
Your Brand. Your Clients.
Launch your own branded investment platform, CRM, and client portal under one unified domain. Connect your custodians, manage your clients, and deliver a seamless experience under your brand.
Dashboard
Welcome back, Investment Quorum
Everything You Need
One Platform,
Complete Control
Stop juggling multiple systems. Helix brings together client management, portfolio tools, and custodian connections in one seamless platform.
Client Management
Complete CRM for your practice. Manage client details, documents, communications, and compliance records in one place.
Portfolio Management
Build and manage model portfolios, automate rebalancing, and track performance across all your clients.
Branded Client Portal
Give your clients their own login to view portfolios, documents, and reports—all branded to your firm.
Custodian Connections
Connect to Seccl, Hubwise, FNZ, and other leading custodians. Switch or add custodians without changing your workflow.
Reporting & Compliance
Automated client reports, suitability letters, and compliance documentation. Stay FCA-ready with less effort.
Enterprise Security
Bank-grade encryption, role-based access, and full audit trails. Your clients' data is protected at every layer.
How It Works
Up and Running
in Days, Not Months
Connect
Choose your custodians and connect your accounts. We integrate with Seccl, Hubwise, FNZ, and more—setup takes minutes.
Configure
Set up your model portfolios, import your clients, and customise your branded client portal with your logo and colours.
Manage
Run your entire practice from one dashboard. Onboard clients, manage investments, and generate reports—all in one place.
Custodian Connections
Work with the
Custodians You Choose
Connect to multiple custodians through one platform. Your choice of custody, our seamless integration.
Assets Managed on Platform
Advisory Firms
Client Accounts
API-First Architecture
Build custom integrations, automate workflows, and extend your platform with our comprehensive REST API. Full access to client data, portfolios, transactions, and custodian connections.
{
"id": "cli_8x9k2m4n5p",
"name": "Sarah Mitchell",
"portfolio": {
"total_value": 1240000,
"currency": "GBP",
"custodian": "seccl",
"holdings": [
{
"isin": "GB00B3X7QG63",
"name": "Vanguard FTSE Global",
"units": 4821.50,
"value": 542400
},
{
"isin": "GB00BPN5P238",
"name": "Vanguard UK Gilt",
"units": 12500.00,
"value": 318750
}
],
"performance": {
"ytd": 0.124,
"1y": 0.156,
"since_inception": 0.342
}
},
"advisor_id": "adv_2j3k4l5m6n"
}Ready to Simplify
Your Practice?
Join the growing network of financial advisers and wealth managers running their entire practice on Helix.