Helios Announces Launch of Helios Tools, Bringing Model Customization Capabilities Backed by Quantitative Investment Research to Financial Advisors

Helios Announces Launch of Helios Tools, Bringing Model Customization Capabilities Backed by Quantitative Investment Research to Financial Advisors

An alternative to both the traditional TAMP and in-house Chief Investment Officer, Helios is redefining the OCIO role.

Helios, created to equip financial advisors with the necessary tools to increase scale and efficiency and communicate with more confidence, announces today the release of Helios Tools, a tech-driven process by which advisors can build and customize models based on unique client needs, backed by Helios’ deep investment expertise.

Helios, which sits at the intersection of the traditional TAMP and the in-house Chief Investment Officer, is redefining the OCIO (outsourced Chief Investment Officer) function for financial advisors looking for customization capabilities, depth and breadth of strategies, and the turnkey resources necessary to communicate more confidently with clients about the market and their investments.

“While most TAMPs offer access to a broad universe of models and strategists, they lack the customization capabilities today’s advisor is looking for to meet evolving client needs,” said Chris Shuba, CEO of Helios. “Hiring an in-house CIO not only comes with major business risks, but it can also be prohibitively expensive and lack the TAMP’s spectrum of investment options. We built Helios to be a compelling alternative, providing expansive model options with full customization capabilities, plus the ongoing quantitative market research, due diligence and communication tools that round out a modern client experience.”

An extension of more traditional direct indexing concepts, advisors can use Helios Tools to customize risk level and exposure range, as well as the elements and holdings that drive a model in just a few clicks, allowing them to scalably and efficiently account for unique client specifications while also being able to access Helios’ team of investment experts for support.

Shuba continues: “Investors are increasingly more educated about where their money is being allocated. Our advisors see tremendous value in being able to differentiate their firms based on the ability to offer completely customized models that align with each client’s individual preferences.”

Joel Bruckenstein
Joel Bruckenstein
Joel P. Bruckenstein, CFP®, is Publisher of the T3 Tech Hub (formerly the T3 newsletter) and the producer of the Technology Tools for Today (T3) Advisor Conference, the only annual technology conference for independent advisors, as well as the Technology Tools for Today (T3) Enterprise Conference. He also hosts other technology summits in partnership with thought leaders in the financial services industry (e.g., Brian Hamburger of MarketCounsel) and his own by-invitation-only fintech summit every summer. In 2020, Bruckenstein will produce for the first time a new one-day intensive called T3 Cyber University. Bruckenstein is an internationally acclaimed expert on applied technology as it relates to the financial service industry. He is the co-author of three books: Virtual Office Tools for a High Margin Practice, Tools and Techniques of Practice Management, and Technology Tools for Today’s High Margin Practice. Bruckenstein’s monthly technology columns appeared in Financial Advisor magazine and Financial Planning magazine for many years. In addition, he works in tandem with industry influential Bob Veres, publisher of Inside Information, to produce an annual technology survey for the financial planning community. Bruckenstein accepted the fifth annual Leadership Award bestowed by Bob Veres' Insider's Forum, a conference that brings together the leading figures of the financial planning profession during a main stage presentation at the Insider's Forum held September 6-8, 2017 in Nashville, TN. Bruckenstein has for more than twenty years advised financial service firms of all sizes on improving their technologies, processes and workflows. For more information about Joel Bruckenstein and the services his firm offers, please visit www.JoelBruckenstein.com.

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