Financial advisor check

Is your financial advisor really working in your best interest?

Helmio gives you an independent view of fees, performance, trading, diversification, risk, and tax efficiency.

Read-only connections No trading authority Independent oversight

Why it matters

See what is happening beneath the account balance.

Helmio turns portfolio data into understandable monitoring signals so you can see what deserves a closer look.

What Helmio looks for

See advisory fees, fund expenses, account fees, transaction costs, and your estimated all-in cost.

Compare portfolio results with relevant benchmarks and view return in the context of risk.

Monitor turnover, transaction frequency, round trips, and unusual trading patterns.

Identify concentration across securities, sectors, asset classes, and underlying exposures.

Understand volatility, drawdowns, concentration, and other portfolio risk signals.

Review gains, holding periods, dividends, and other factors that can affect after-tax results.

Independent investment oversight

Connect your accounts read-only and let Helmio continuously monitor the investments behind your statements.

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