{{competitor_names}}: $67/month. Every month. Forever.
Helix: $279. Once. You own it.
That's {{hours_of_work}} hours a year — just to pay for software you don't even own.
You wouldn't rent a Financial planning software (eMoney, MoneyGuidePro). You bought it once. You own it.
So why are you renting your invoicing? Your scheduling? Your accounting?
$67/month. Every month. Forever. That's not a tool — that's a tax.
What financial advisors typically pay — shown first so you see the real picture:
Median income for financial advisors: $68,000/year
Your SaaS subscriptions: $804/year
That's 3.2% of every dollar you earn — just on software you don't own.
Helix is $279 once — 0.4% of median financial advisor income. Pay it once, keep the other 3.2% forever.
Select the tools you're paying for. Watch the number climb.
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Your exact stack cost, 5-year projection, and what switching saves. Takes 10 seconds.
You came here for invoicing. Here's the surprise:
Create professional invoices, track payments, and manage accounts receivable — the reason you're here.
Professional invoices, payment tracking, automatic reminders.
Online booking, calendar sync, appointment reminders.
Client database, notes, follow-ups, rebooking automation.
Job tracking, to-do lists, recurring tasks.
P&L, expense tracking, revenue, tax prep — like QuickBooks but you own it.
All of this. $279. Once. Own it like you own your Financial planning software (eMoney, MoneyGuidePro).
Yes. The invoicing is designed for financial advisors who need to . Plus you get scheduling, CRM, and full accounting — tools most financial advisors end up needing anyway. $279 total.
It's $7.75/month spread over 3 years. You're paying $67/month now for subscriptions — that's $2,697 over 3 years. Helix is $279 total. Which is more? And if you'd rather split it, Helix is also available as 3 payments of $99.
Yes. Helix is $279 as a one-time payment, or 3 payments of $99 ($297 total). Either way it's a one-time purchase — no subscription, no recurring fees ever.
30-day money-back guarantee. Full refund, no questions asked. If Helix doesn't save you $500 in year one, we give you your money back.
Yes. Export your data as CSV, import into Helix. Most financial advisors are fully switched in 1-2 days. You can run both in parallel until you're confident.
Included forever. We ship updates regularly. You bought it — you get improvements. That's how owning things works.
Same way any product business works. $279 x enough customers = a real business. We're not VC-funded. No investors demanding we "maximize recurring revenue." We just make a tool people want to own.
You're not the only one who's tired of renting.
$2,697 over 3 years in subscriptions. Or $279 once (or 3 × $99). Own your tools.
Get Helix — $279 Once