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Grow your wealth with a modern financial adviser relationship platform
Helix is the platform that helps you grow your wealth whilst interacting with financial advisers like it's the 21st Century. Democratising financial advice.
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The right solution for everyone
Whether you're an individual investor, financial adviser, or enterprise, Helix has the tools you need to succeed
Individual Investors
Take control of your financial future with expert guidance and powerful tools
Smart Portfolio Management
Track and manage all your investments in one place with real-time updates and insights
- Real-time portfolio tracking
- Performance analytics
- Asset allocation views
- Investment insights
Expert Adviser Access
Connect with qualified financial advisers through our secure platform
- Direct messaging
- Video consultations
- Document sharing
- Meeting scheduling
Goal-Based Planning
Set, track, and achieve your financial goals with personalised guidance
- Custom goal setting
- Progress tracking
- Scenario planning
- Regular reviews
Helix has transformed how I manage my investments. The platform is intuitive and the adviser access is invaluable.
Sarah Mitchell
Private Investor
Why choose Helix?
Traditional UK Wealth Management
- Limited adviser availability
- Paper-based processes
- Delayed reporting
- High minimum investments
- Complex fee structures
The Helix Advantage
- 24/7 adviser access
- Digital-first experience
- Real-time insights
- Accessible minimums
- Transparent UK pricing
Everything you need to succeed
Powerful features designed to transform how you manage and grow your wealth
Advanced Analytics
Real-time portfolio analytics with predictive insights and risk analysis
- Performance tracking
- Risk assessment
- Market analysis
- Custom reporting
Bank-Grade Security
Enterprise-level security with advanced encryption and authentication
- 256-bit encryption
- 2FA protection
- Regular audits
- Fraud prevention
Collaborative Platform
Work seamlessly with your financial team and advisers
- Shared workspaces
- Real-time updates
- Team messaging
- Role-based access
24/7 UK Access
Access your portfolio and advisers whenever you need, across the UK
- Round-the-clock availability
- UK-wide coverage
- Cross-device access
- Seamless experience
Document Management
Secure storage and sharing of all your financial documents
- Cloud storage
- Version control
- Easy sharing
- Digital signatures
Goal Tracking
Set and monitor your financial goals with smart tracking
- Goal setting
- Progress monitoring
- Milestone alerts
- Strategy adjustment
What Sets Helix Apart
Revolutionary features that transform the adviser-client relationship
Points-Based Rewards System
Similar to Vitality points, our innovative rewards system incentivises financial wellness and engagement.
Earn Points
Accumulate points based on your investment plan, assets under management, or by completing financial wellness tasks
Redeem Rewards
Exchange your points for premium services including one-on-one meetings, personalised advice, detailed reports, and more
Track Progress
Monitor your financial wellness score and watch as your rewards grow alongside your wealth
250 points until Platinum tier
Let's review your portfolio allocation together...
Pair View Collaboration
Experience real-time collaboration with your financial adviser, just like working side-by-side.
Live Collaboration
View and interact with the same documents, charts, and plans simultaneously with your adviser
Real-time Communication
Chat, video call, and share screens while working on your financial plans together
Document Annotation
Highlight, comment, and annotate financial documents in real-time for clearer understanding
Works with your existing tools
Seamlessly integrate with your favorite financial tools and services
UK Banking APIs
FCA-Regulated Platforms
UK Payment Systems
Practice Management Tools
UK Accounting Software
Analytics Solutions
Document Management
Secure Communications
Built for UK regulatory excellence
We maintain the highest standards of security and regulatory compliance in the UK financial services industry
FCA Regulated
Full UK regulatory compliance
Advanced Security
UK banking security standards
Regular Audits
Independent UK assessments
Data Protection
GDPR & UK data compliance
Transform your wealth management
Join thousands of investors who are already growing their wealth with Helix
Start with Helix Today
Experience the future of wealth management with our 30-day free trial
No minimum investment
Start your journey with any amount
30-day free trial
Full access to all features
Cancel anytime
No long-term commitments
Expert support
Dedicated customer success team
Schedule a Demo
Get a personalised walkthrough of Helix tailored to your needs
Platform Overview
See all features in action
Custom Solutions
Tailored to your needs
Live Q&A Session
Get your questions answered
Implementation Plan
Clear path to success