Every client review, prepped and on time
Advice runs on relationships, reviews and follow-through. HELM preps every review with the full client picture, drafts the follow-ups, and keeps the pipeline of new business moving.
Free plan, no card. Trials up to 30 days.
Works alongside what you already run
Built for advisers and brokers using these tools. HELM works alongside your advice platform and compliance systems, it does not replace them.
Tools marked live are connected integrations you can use today. Everything else is reachable through HELM Connect, our integration layer over Composio and MCP, as connectors roll out to workspaces.
HELM adapts to what you sell
Tell HELM you sell financial services and the workspace adapts. Deals become products, meetings become reviews, and the book is watched for review dates.
- ClientsThe book with products held and review cadence.
- ProductsOpen cases staged from enquiry to completion.
- ReviewsAnnual reviews scheduled, prepped and followed up.
- PipelineNew business staged and forecast.
A working day in financial services
What HELM is doing around you, hour by hour. Every entry maps to a real engine: the planner, follow-ups, the forecast, the daily review.
- 08:00HELM surfaces reviews due and cases waiting on providers
- 09:30Client review prepped with the full picture
- 11:30Review follow-up letter drafted for approval
- 14:00Provider chase drafted for the case stuck a week
- 16:30New referral captured and staged
- 18:00Daily review: reviews held, cases moved, tomorrow planned
Workflows that run themselves
Evidence in, explainable draft out, and nothing ships without your approval.
A review preps itself
- 1Review date approaches
- 2HELM assembles the client picture
- 3Agenda drafted for your approval
- 4Follow-up actions created after the meeting
A referral becomes a client
- 1Referral captured in seconds
- 2HELM preps the intro call
- 3Fact-find follow-up drafted
- 4Case staged and chased to completion
Specialist agents on your patch
The same fourteen-agent crew behind every HELM workspace, put to work on your industry.
- Research AgentClient and market context before every review.
- Follow Up AgentReview and case follow-ups that never lapse.
- Proposal AgentSummaries and client-ready letters.
- Forecasting AgentPipeline and recurring revenue projected.
Keep your tools. Take the helm.
Connect what you already use, tell HELM what you sell, and your workspace speaks your language from day one.
Start Free TrialBuilt for professionals using these tools. Product names and marks belong to their owners. A listing means HELM is designed to work alongside that tool, not that a partnership or endorsement exists.