Helios Quantitative
Curated by SignalWealth management software suite enhancing financial advisors' operational efficiency.
Overview
Helios Quantitative is a company that offers a wealth management software suite aimed at improving the operations of financial advisors and wealth managers. The platform includes features such as customer relationship management (CRM), portfolio management, performance reporting, and financial planning, with enhancements from artificial intelligence (AI) and machine learning for predictive analytics. The primary audience for Helios Quantitative consists of financial advisors, and the tools provided are intended to facilitate investment management, market research, and client communication. The company also offers customized asset management systems and a proprietary Confidence Rating process, which are designed to address the demands for efficiency and personalized service in the wealth management sector.
Key facts
- Founded
- 2016
- Headquarters
- Granite Bay, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 7 products and services
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- Commercial model
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Contact
- Primary office
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