Helix is the single source of truth for all your fund data. No more spreadsheets, no more manual work. No minimums.
Built from the ground up with AI at its core, saving asset managers time and money across all processes.
No minimum pricing, no onboarding fees. Month-to-month contracts give businesses the flexibility they need.
Custom development, tools, and consultancy for smaller asset managers. UK-based customer support and client management.
Helix DataHub is the ingestion and governance layer for your firm’s fund data. It turns messy files into a clean, validated dataset, ready to power regulatory reporting, distributor templates, marketing content and downstream systems.
Upload from any source and format. We extract all your data, using our proprietary AI mapping engine.
Convert messy data and inconsistent formats into a single schema that your team, partners and clients can trust.
A Rules-first engine - with AI enhancements
Field-level confidence scores, completeness checks, transformation audit trail and conservative defaults.
Ready to send to clients, distributors and internal teams.
Trained on 1000s of files, our LLMs are fast and accurate.
Produce regulator ready KIDs directly from clean, validated data. Helix automates the core PRIIPs logic and removes the spreadsheet risk and operational burden of manual scenario work.
EU and UK PRIIPs regimes
Category and scope logic
Performance scenarios and stress modelling
Transaction, ongoing and incidental cost calculations
Reduction in Yield and multi horizon tables
SRI calculation and rounding conventions
Narrative generation aligned with regulatory text
PDF and data layer outputs for distribution
Today, Helix solves the most painful operational challenges fund teams face. It cleans unstructured data, maps it to standards and produces compliant EMTs, EPTs, Openfunds and PRIIPs KIDs.
Our vision is broader. Helix is building the AI data infrastructure layer for asset managers. It will be a unified system that ingests every document and dataset, cleans it, validates it and feeds it into any reporting or client facing workflow.
Helix is becoming the operating layer between raw fund data and everywhere it needs to go.
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