Platform
Everything You Need to Run Your Practice
Client management, portfolio tools, and custodian connections—all in one seamless platform designed for UK advisers.
Client Management
Complete CRM for your practice. Manage client details, documents, communications, and compliance records all 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.
Multi-Custodian Support
Connect to Seccl, Hubwise, FNZ, and other leading custodians. One platform, multiple custody options.
Automated Rebalancing
Set drift thresholds and let the platform handle rebalancing. Spend less time on admin, more on advice.
Performance Reporting
Generate professional client reports with a click. TWR, MWR, benchmarking, and attribution all included.
Compliance Tools
Suitability letters, risk profiling, and full audit trails. Stay FCA-ready without the paperwork burden.
Enterprise Security
ISO 27001 certified with bank-grade encryption. Role-based access and complete audit logging.
Trusted by Growing Firms
From boutique advisers to larger wealth management firms, Helix scales with your practice.
Advisory Firms
Client Accounts
AUM on Platform
Regulated
Ready to See It in Action?
Book a demo and we'll show you how Helix can simplify your practice.
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