Features

Built for Modern Advisory Practices

Every feature you need to run an efficient, compliant, and client-focused practice.

Client Management

Everything you need to manage your client relationships in one place.

Complete client profiles with contact details, risk profiles, and objectives
Document storage and management with version control
Communication logging and task management
Family and household grouping
Custom fields to match your workflow

Portfolio Management

Professional-grade tools for managing investments across your entire client base.

Model portfolio creation and management
Bulk rebalancing across multiple accounts
Drift monitoring with configurable thresholds
ISA, SIPP, GIA, and offshore wrapper support
Multi-currency portfolio support

Client Portal

Give your clients a branded, secure portal to view their investments.

Your branding, logo, and colour scheme
Real-time portfolio valuations
Document sharing and secure messaging
Performance reporting and charts
Mobile-responsive design

Reporting

Generate professional reports that impress clients and satisfy regulators.

Quarterly and annual valuation reports
Performance attribution and benchmarking
CGT and tax reporting
Ad-hoc custom reports
Automated report scheduling and delivery

Automation

Save time with intelligent automation throughout your workflow.

Automated rebalancing execution
Scheduled report generation
Client review reminders
Fee calculation and collection
Data sync with custodians

Notifications

Stay informed with real-time alerts and updates.

Portfolio drift alerts
Large transaction notifications
Client document uploads
Compliance deadline reminders
Market and benchmark updates

See All Features in Action

Book a personalised demo and we'll walk you through how Helix can transform your practice.