Your advisor charges 1% AUM. Helm charges $20/month.
Institutional-grade portfolio intelligence without the institutional price. Real-time monitoring, AI analysis, and a daily brief tailored to your holdings.
| Feature | Traditional Advisor | Helm Terminal |
|---|---|---|
| Annual cost ($1M AUM) | $10,000+ | $179.88 |
| Portfolio updates | Quarterly PDF | Real-time dashboard |
| Stock analysis | Generic models | AI-powered, per-ticker |
| Tax optimization | Annual review | Continuous monitoring |
| Alert latency | Days to weeks | Same-day |
| Account aggregation | Manual statements | Automated via Plaid |
The Wealth Management Gap
Paying 1% AUM to an advisor who sends quarterly PDF reports you could generate yourself
No real-time visibility into what is happening across your portfolio between advisor calls
Generic asset allocation advice that does not account for your specific tax situation or liquidity needs
Multiple custodians, accounts, and asset classes with no unified view
What You Get
Real-Time Intelligence
Live market data, AI-generated analysis, and proactive alerts. Know what is happening in your portfolio before your advisor does.
Personalized Daily Brief
Every morning, a concise briefing tailored to your holdings. Macro moves, earnings impacts, dividend changes, and concentration warnings.
Multi-Account Aggregation
See every account in one place -- brokerages, IRAs, 401(k)s, trusts, banks, and crypto. Plaid-secured, read-only access.
Institutional-Grade Security
Bank-level encryption, read-only account access via Plaid, and row-level security on all data. We never store credentials and never execute trades.
Helm uses Plaid for bank-level encrypted, read-only account access. We never store your bank credentials, never execute trades, and never share your data. Your financial information is yours.
Read our security practices →See what your advisor is not showing you
Start with the free tier. Connect your accounts and see your portfolio like never before.