For Financial Advisors
You have thousands of professional connections. Clients, COIs, prospects, and people you forgot you ever met — all mixed together. Helm turns that mess into a segmented, actionable book of business.
No credit card. Upload your contacts and go.
Avg. professional connections per advisor
Never contacted after connecting
To sort, refine, and start outreach
How it works
Upload your contacts. Helm walks you through the rest.
Swipe through your entire list in minutes
Every connection gets a quick call: Keep, Competitor, Skip, or Remove. Helm groups people by company — see “Morgan Stanley — 23 connections” and batch-sort them all at once.
Segment your keepers into actionable groups
Now you only see people you kept. Tag each one as a high-referral client, center of influence, prospect, or past client. When you're done, you have a clean, segmented book of business — not a messy contact list.
Turn your sorted network into meetings and referrals
This is the payoff. Pick a template — referral ask, check-in, event invite — customize it for that person, and hit send. Add notes, track who you've contacted, and export everything to your CRM.
Built for advisors
Press 1–5 to categorize, Cmd+Z to undo. Get into a flow state and sort hundreds per minute.
Every action saves instantly. Close your laptop, come back next week. Helm picks up where you left off.
Add your firm disclosure and CRD to email footers. Built with SEC Marketing Rule and FINRA 2210 in mind.
Drop your contacts into Helm and walk away with a fully segmented book of business and outreach ready to send.
Free forever. No credit card required.