Adding a household to Helmsted is as simple as sharing what you already have.
Drop in relevant files, screenshots, or context, and Helmsted begins building the household profile. From there, you can ask what information is still missing and publish an on-brand checklist directly to the client portal.
Helmsted then walks the client through each item, helping them understand what is needed and making document collection as simple as dragging and dropping files, or sometimes just a back-and-forth conversation.
Everything flows back into the household, organized and ready for you to pick up where you left off.
Less time chasing documents. More time doing the planning your clients actually value.
See a glimpse of how it works in the video above.
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The video has been sped up to show the full advisor workflow. The only step not shown is the client receiving the invitation, logging into their portal, and uploading the requested documents.