HELM Adviser OS
One platform, not eight tools.
Fact-finds, documents, redaction, SoA drafting, projections, signing, fees and the client record, in one place your clients and advisers both use.
- Live at an AFSL-licensed advice firm, with real clients
- Client data and documents stored in Australia
Eight tools your firm pays for today
- Fact-finds
Client app - Documents
File share - Redaction
PDF editor - Advice documents
Word templates - Projections
Spreadsheets - Signing
E-sign service - Work tracking
Task board - Client records
Legacy CRM
All of it, on one client record HELM Adviser OS
Advice drafted from the client record, not a blank page.
HELM drafts the Record of Advice from what the firm already holds. The adviser reviews it section by section, regenerates what needs work and exports to Word.
Every job in the advice process. One record underneath.
Most firms stitch the client journey together from a client app, a signing tool, a file share, a note-taker, Word templates and a CRM. Each is another login, another subscription and another place to re-type the same client.
| The job | Usually done with | In HELM |
|---|---|---|
| Client fact-find and onboarding | myprosperity-style client apps, PDF fact-finds | Pre-filled fact-finds and AI statement extraction |
| Getting it signed | FuseSign, DocuSign | Built-in e-signature with an audit trail |
| Collecting documents | Email attachments, Dropbox, ShareFile | Secure document requests, scanned on arrival |
| Redacting documents | Manual redaction in Adobe Acrobat | Bulk redaction of TFNs, IDs and account numbers |
| Drafting SoAs and RoAs | Word templates and manual drafting | AI-drafted SoAs and RoAs the adviser reviews |
| Cashflow projections | Separate modelling tools | Projections, Monte Carlo and stress tests |
| Meeting notes | Typing notes up after the meeting | Meeting notes from transcripts and recordings Requires Microsoft 365 calendars |
| Client booking | Calendly | Client self-booking and meeting briefs Requires Microsoft 365 calendars |
| Engagement letters, fees and invoices | Word, accounting-package invoicing | Engagement letters, fee requests and fee consent |
| Tracking the work | Monday-style boards, spreadsheets | Work tracking, timeline and outbox |
| The client record | A legacy advice CRM | One client record, imported from your old CRM |
Built inside a real advice firm. Still running there.
HELM Adviser OS began as a portal for one Australian AFSL-licensed advice firm. It replaced their client-information app and their e-signature subscription, then kept growing: document requests, redaction, SoA drafting, projections, fees and the client record itself.
The firm still runs on it every day. A client gets a text-message-protected link, sees their information already filled in, confirms or corrects it, and signs the result. The adviser runs the review meeting against the same data, with a full audit trail. What started as one firm’s portal is now a platform built for many.
- From first commit to launch
- 24 days
- To first paying-client use
- 30 days
- In daily client use today
- Live
Built for the obligations you already carry.
Stored in Australia
Client data and documents are stored in Microsoft Azure in Sydney, with no offshore copies.
AI that forgets
AI requests run with zero data retention. Your clients’ information is never kept by the AI provider and never used to train models.
Your firm, walled off
Every firm’s data is isolated inside the database itself, not just in the application, with automated isolation tests in the release pipeline.
From $310 per adviser, per month.
A per-adviser fee plus one platform fee for the firm. Every feature on every plan, and implementation includes importing your client book. AUD, excluding GST.
See full pricing| Plan | Per adviser | Platform fee |
|---|---|---|
| Solo1 to 2 advisers | $330 | $400 |
| Small3 to 5 advisers | $330 | $400 |
| Boutique6 to 10 advisers | $310 | $600 |
Bloody Good Software is the Sydney team behind HELM. We still take on a small number of custom builds, AI workflow projects and fractional CTO engagements. See services.
See HELM with your firm's workflow in mind.
Thirty minutes on a call. Tell us how your firm runs today and we'll show you HELM doing the same work, then tell you straight whether it fits.