Solutions

Built for Every Type of Firm

Whether you're an independent adviser or a national network, Helix scales to meet your needs.

Independent Financial Advisers

Run your IFA practice from a single platform. Manage clients, portfolios, and compliance without juggling multiple systems.

  • White-label client portal with your branding
  • Centralised client management and CRM
  • ISA, SIPP, and GIA wrapper support
  • Automated suitability and compliance documentation
  • Connect to your choice of custodian
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Wealth Management Firms

Scale your operations with a platform built for multi-adviser firms. Consistent processes, centralised oversight.

  • Multi-adviser access with role permissions
  • Centralised model portfolio management
  • Firm-wide reporting and MI dashboards
  • Multi-custodian aggregation
  • Fee billing and revenue tracking
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Discretionary Fund Managers

Manage discretionary portfolios at scale with institutional-grade tools and seamless custody integration.

  • Bulk order management and execution
  • Best execution reporting
  • Performance attribution
  • MiFID II compliance tools
  • Automated rebalancing across all clients
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Adviser Networks

Provide your member firms with a consistent platform. Centralised oversight with individual firm branding.

  • Individual branded portals per member firm
  • Network-level reporting and oversight
  • Shared model portfolios and research
  • Centralised compliance monitoring
  • Flexible custodian options per firm
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