Helm

Risk-Aware Decision Support for Leaders

Helm integrates operational and balance sheet risks with financial planning, providing leaders a full-spectrum view of organizational risk in context. It generates board-ready materials to facilitate informed strategic, financial, and capital decisions. 

What You’ll Get

  • Engage executives and board in risk oversight

  • Integrate risks with strategic financial plans

  • Monitor downgrade risk proactively

  • Align capital & debt strategy with risk profile

  • Guide volatility tolerance and asset allocation

  • Size revenue and cost initiatives effectively

Key Helm Features

Analysis Generator

Generate board-ready enterprise reports that integrate operating risk, balance sheet risk and the organization's strategic, financial, and capital plans.

Financial Data Centralization

Store, monitor, and update your financial plan and asset & liability portfolios in one central location.

Investment Portfolio Analysis

Run Monte Carlo simulations, efficient frontiers, macro shocks, stress-tests, and other asset allocation analytics.

See Helm in Action