Stop running your firm from a spreadsheet. Get back to your clients.

Helm replaces the rebalance_v17_FINAL.xlsx chaos with real software. Rebalancing, tax-loss harvesting (TLH) alerts, drift reports, and tax-aware cash management. Built for solo and small RIAs.

↻Rebalancer

−TLH Alerts

◔Build Custom Models

⚏Watchlist Alerts

$Cash Management

→Drift Reporting

✱ Watchlist alerts, drift reports, and TLH opportunities automated and emailed to you.

No spam. One email when we launch.

Helm is designed by:

“Helm is the tool I always wanted. I didn't think it was smart to pay $10,000+ annually for an overkill solution.”

Allen Mueller, CFA, CFP® — Founder of 7 Saturdays Financial

rebalance_v17_FINAL_USE_THIS.xlsx

Acct

VTI

AVUV

VXUS

BND

HND-001

62%

11%

17%

10%

HND-002

58%

12%

#REF!

11%

WLT-IRA

71%

13%

WLT-Tax

64%

10%

#N/A

Drift Report · Today 3 ACCOUNTS

Client 1■ Needs Rebal

Client 2● In Range

Client 3▲ Drifting

TLH Opportunity NEW

$8,420

harvestable · 4 lots

⚠ Wash sale alert

Cash Raise

Distribution$42,500

From MMF$18,200

ST Gain$0

Why we're building this

Solo and small RIAs deserve the same caliber of tools the big firms have.

For a decade, the choice has been to either pay enterprise prices for software designed for a fifty-person operations team, or stitch your practice together with spreadsheets, custodian portals, and willpower.

Helm is the third option: serious portfolio management software, priced for solo and small RIAs, built by someone who runs one.

Security & compliance first SOC 2 on the roadmap