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Helios Integrated Planning


Why We Were Selected:
The idea of integrating estate planning tools into the financial planning process hasn’t been something many advisors have considered. Resources were previously limited to two extremes: do it yourself (Legal Zoom), or send the client to an estate planning attorney, where the advisor loses control of the relationship. Helios has found a middle ground with software that supports the marriage of the estate plan with the client’s financial plan. 

What We’re Solving:
Integration is the key for the next-gen advisor and their approach to estate planning. We provide a solution for advisors who don’t want to see their clients spend thousands of dollars on attorneys, but also are not comfortable having their clients do their own estate plans. An advisor-based approach can increase access to estate planning for clients who need basic estate planning solutions but don’t want to sacrifice quality.  

Why We’re Different:
Never before has estate planning been presented to a financial advisor's tech stack! We’re excited to pioneer the digital integration between a financial plan and an estate plan. Our tool enables financial advisors to deepen client relationships, expand margins and grow revenues without leaving their desks!