Fees
Know exactly what you are paying across advisors, accounts, funds, and trades.
Independent investment oversight
See what your financial advisor isn’t telling you.
Helmio independently monitors fees, risk, trading, performance, and portfolio decisions so you can understand how your money is really being managed.
Read-only connections
No trading authority
Built for investors
What Helmio watches
The things that quietly affect your returns.
Performance
See how your results compare with appropriate benchmarks and risk.
Risk
Understand whether your portfolio matches your goals and tolerance for loss.
Advisor behavior
Review trading activity, concentration, conflicts, and issues worth discussing.
How it works
Connect once. Keep watch continuously.
Helmio uses read-only access to review your portfolio and surface the issues that deserve your attention.
Subscribe
Choose your Helmio plan and activate your membership.
Connect
Securely link your investment accounts with read-only access.
Understand
Review prioritized findings, insights, and portfolio activity.
Stop wondering. Start knowing.
Start your Helmio trial before securely connecting your investment accounts.