Real advisor workflows, sample interactions you can reuse, and Helmsted news, all in one place.https://blog.helmsted.ai/https://blog.helmsted.ai/at-the-helm/no-09/https://blog.helmsted.ai/at-the-helm/no-09/A client watched the Fed raise rates and asked what it does to his portfolio. From a dropped-in statement, Helmsted helped his advisor split every holding's rate risk between the rate the Fed sets and the rate the market sets, and show that the hikes cost him $620 in price and add $629 a year of forward income, close to a wash, while the duration in his bond sleeves answers to the 10 year.Sat, 19 Sep 2026 00:00:00 GMThttps://blog.helmsted.ai/news/sources-notetaker-word/https://blog.helmsted.ai/news/sources-notetaker-word/This week's release: every response ends with a Sources link that highlights the response passage by passage, a Helmsted notetaker replaces native recording on Meet and Teams, and Helmsted now builds Word documents on the firm's letterhead.Sat, 19 Sep 2026 00:00:00 GMThttps://blog.helmsted.ai/at-the-helm/no-08/https://blog.helmsted.ai/at-the-helm/no-08/A couple nine months from retirement with a pension election, three stock windows, a Medicare gap, and nine in ten retirement dollars still untaxed. One ask to Helmsted turned it into an interactive map: a timeline of what happens when, live controls for each choice, and four charts that move together.Sun, 13 Sep 2026 00:00:00 GMThttps://blog.helmsted.ai/news/meetings-transcripts-passkeys/https://blog.helmsted.ai/news/meetings-transcripts-passkeys/This week's release: Google Meet transcripts land on the calendar event and feed the next prep, sessions start on arrival at a meeting, Helmsted manages your calendar from a session, clients book faster from the portal, and sign-in now asks for a passkey or authenticator app.Sun, 13 Sep 2026 00:00:00 GMThttps://blog.helmsted.ai/at-the-helm/no-07/https://blog.helmsted.ai/at-the-helm/no-07/A household with strong income, a rental, and a side business, and a checking account that never matched. One ask to Helmsted turned it into a four-step interactive: where the money goes, a normal month, the choices, and what those choices add up to.Sat, 05 Sep 2026 00:00:00 GMThttps://blog.helmsted.ai/at-the-helm/no-06/https://blog.helmsted.ai/at-the-helm/no-06/Since contributions opened in July, the same question in every young-parent meeting. The answer is one condition: a Trump Account only wins if it is converted to a Roth and held past 60.Sat, 29 Aug 2026 00:00:00 GMThttps://blog.helmsted.ai/news/soc2-vanta-sensiba/https://blog.helmsted.ai/news/soc2-vanta-sensiba/Helmsted has engaged Vanta for continuous security and compliance monitoring and Sensiba, an independent audit firm, to perform our SOC 2 examination.Fri, 28 Aug 2026 00:00:00 GMThttps://blog.helmsted.ai/at-the-helm/no-05/https://blog.helmsted.ai/at-the-helm/no-05/A young couple pre-qualified for $1.5 million, a family plan that runs on one income, and a model that opens on the reality instead of the letter.Mon, 24 Aug 2026 00:00:00 GMThttps://blog.helmsted.ai/videos/ai-native-software/https://blog.helmsted.ai/videos/ai-native-software/There is a difference between software with AI added on and software built AI-native: one system where the intelligence is the foundation, so planning, communications, and materials all draw from the same living context of the household.Tue, 18 Aug 2026 00:00:00 GMThttps://blog.helmsted.ai/at-the-helm/no-04/https://blog.helmsted.ai/at-the-helm/no-04/A couple set on claiming Social Security the moment they could, afraid the trust fund would not hold, and a claiming explorer built to start at their answer instead of the advisor's, with the fear modeled as a dial rather than dismissed.Mon, 17 Aug 2026 00:00:00 GMThttps://blog.helmsted.ai/videos/social-security-planning/https://blog.helmsted.ai/videos/social-security-planning/Advisors can create and continuously refine interactive, on-brand Social Security planning experiences in plain language: adjust the logic, visuals, and assumptions, then publish to the client portal.Fri, 14 Aug 2026 00:00:00 GMThttps://blog.helmsted.ai/at-the-helm/no-03/https://blog.helmsted.ai/at-the-helm/no-03/A young couple who saved well but never opened a college fund. College gets covered by earmarking what they already hold, and the 529 does one job: tuition passes through, in and out the same year, capturing the state deduction without ever holding a balance.Mon, 10 Aug 2026 00:00:00 GMThttps://blog.helmsted.ai/news/workspaces-portal-pdf-release/https://blog.helmsted.ai/news/workspaces-portal-pdf-release/This week's release: files and sessions move between workspaces, portal invite emails are deterministic and editable with a preview link, Helmsted learns across sessions, and materials can now be built as well-formatted PDFs.Mon, 10 Aug 2026 00:00:00 GMThttps://blog.helmsted.ai/videos/creating-households/https://blog.helmsted.ai/videos/creating-households/Adding a household to Helmsted is as simple as sharing what you already have: drop in files and context, publish an on-brand checklist to the client portal, and let Helmsted walk the client through the rest.Thu, 06 Aug 2026 00:00:00 GMThttps://blog.helmsted.ai/at-the-helm/no-02/https://blog.helmsted.ai/at-the-helm/no-02/A new client, a stack of operating agreements, and $46,786 back from a tax year that had already ended: a cash balance plan design with a September 15 window.Mon, 03 Aug 2026 00:00:00 GMThttps://blog.helmsted.ai/news/helmsted-v2-rollout/https://blog.helmsted.ai/news/helmsted-v2-rollout/Drive with search and Ask Helmsted, memory enhancements, per-user audit logs, an account management portal, a richer client portal, and a new workspace UX.Mon, 03 Aug 2026 00:00:00 GMThttps://blog.helmsted.ai/at-the-helm/no-01/https://blog.helmsted.ai/at-the-helm/no-01/A newly retired couple, a subsidy cliff, legislation still moving, and a new HSA window: the gap years to Medicare on a single report.Mon, 27 Jul 2026 00:00:00 GMT