The trading platform for FX brokers and crypto exchanges.
Helio runs FX, Crypto and stock CFDs, spot crypto and Perps on one data model. Deployed for your brokerage and live in under a day. Traders get a surface they won’t want to leave. You get lower cost, more revenue lines, and a platform built for the AI era.
Markets are 24/7. Your platform isn’t.
Nearly every platform is a licensed binary on a server: to grow you add servers, to upgrade you go dark — weekly, for most. Helio is cloud-native, and all of that falls away.
A licensed binary — more servers every time you grow
Cloud-native. One deployment, millions of accounts, ~20ms at any scale.
Slow failover and weekly maintenance windows
Multi-AZ, always on. Upgrades, symbols, and connections land live — nothing stops.
A bridge required before you can even launch
Direct data and execution connections, routing built in. Start without a bridge, plug one in when your flow calls for it.
A terminal designed twenty years ago — and clients feel it
A modern web platform your traders won't want to leave. Charts they'd choose on their own.
Passwords, app downloads, a BI project to see your own numbers
Okta and Microsoft SSO, DORA-grade monitoring, everything in the browser, a petabyte warehouse from day one.
What Helio gives you instead.
/ 01
Native multi-asset
FX and stock CFDs, spot crypto, and perps live on one platform, one ledger, one team. Perps carry a first-class UI: funding, settlement, and reporting built in.
/ 02
One data model, no reconciliation
Every trade lands in your analytics live. Nothing to stitch, nothing to re-key, no second system to trust.
/ 03
Built to never go dark
Cloud-native and active-active across regions. Zero-downtime updates, sized for 24/7 crypto and tokenised markets.
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Live in a day
From deployment to live data feed in under a day. Add brands and books as config, not as new licences and servers.
/ 05
Revenue intelligence
See exactly where the money is made: markup, swap, commission, and funding split by book, group, and symbol. A ready-to-query warehouse on Redshift underneath.
/ 06
Agent-native APIs
Trader, admin, partner, and Agents (MCP) surfaces. Claude, ChatGPT, or any assistant connects in two clicks over OAuth2 — gated by your rules.
Every screen made the trip.
Charting, indicators, risk-aware tickets, level-2 depth, live comparisons — the full desktop surface, redesigned for touch.
- PWA — no download
- 100% feature parity
- Desk ↔ phone sync
- Embeds in your app
Open a link. That’s the install.
No legacy platform was built for the agent era. This one is.
The next generation of traders will bring an AI assistant. Helio ships with a secure MCP server, so Claude, ChatGPT, or any agent connects in two clicks — OAuth2, no configuration project.
For traders
Assistants read markets, watch risk, and stage orders under rules you set per client and per segment. Every action permissioned, revocable, and audit-logged.
For the brokerage
AI against your own operations: spot incidents faster, deflect support tickets from deal-level data, cut the cost of running the desk.
Open to agents, closed to surprises
Scoped tokens, broker-side controls, full audit trail.
Go live without a bridge. Connect one when you need it.
Helio holds multiple data and execution connections, with rule-based routing and book management built in — everything a new broker needs to run flow from day one.
Direct to your LPs
Connect straight to any prime, prime-of-prime, or LP — price and execute from multiple venues, no middle layer required.
Routing rules, multiple books
Set execution policy by group, symbol and size: hedge straight through to your LPs, or warehouse the exposure. Helio applies the rule per trade.
Bridges plug in, when you want one
Running a bridge already, or growing into one? It connects like any other execution venue — keep your provider, keep your routing rules.
Routing you can read
Rules are ordered and the first match wins, scoped by symbol, symbol group, account group, side and volume band. Drag to reorder, toggle a rule off, and see where a trade lands before it gets there.
Put your brokerage in front of 100 million traders.
Helio ships with a ready-to-plug TradingView integration, built as a first-class citizen. Brokers on Helio arrive TradingView-ready — no months-long integration queue, no separate build.
Run the entire platform from one browser tab.
Helio Admin is the back office. Pure web, nothing to install, ⌘K to anywhere, fast enough to run a live desk from, and responsive down to a tablet. Every change applies while the platform stays up.
/ 01
Access & identity
Roles and permissions down to the action, so dealing, finance, support and compliance each see only their own surface. Single sign-on through Okta or Microsoft, with every change attributed and timestamped.
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Clients & account groups
Group accounts once, then price, permission and report on the whole set from a single screen. Client profiles and setting templates carry the defaults, so a new group inherits rather than starts blank.
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Pricing & commissions
Markup, commission and swap by group and symbol. Full control of the FX conversion rates most stacks give away for free, configurable per asset-class pair.
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Risk & margin
Margin tiers per group, symbol and exposure band, with the leverage, margin call and stop-out levels your desk wants to run.
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Instruments & corporate actions
Hundreds of symbols organised into groups, with symbol access set per client group. Ex-dividends and market holidays are handled in the product.
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Connectivity & mappings
Enable or disable a venue live and map its symbols to yours through mapping profiles, without pausing the platform.
Dealing tools, daily statements, deal-level receipts and a live trail of every change sit in the same console.
See the full platform before your competitor does.
A 20-minute walkthrough, then a sandbox with your own groups, symbols, and routing rules — web and mobile, end to end.
Questions brokers ask
From deployment to live data feed in under a day. Branding, groups, symbols, and liquidity connections are configuration, not an integration project. Adding a second brand or book later is config too.
No. Helio connects directly to any prime, prime-of-prime, or liquidity provider you choose, with built-in routing and book management — so a new broker can go live without one. If you run a bridge today or add one later, it connects like any other execution venue.
FX and stock CFDs, spot crypto, and perpetual futures — all live on one platform and one ledger. Perps are a first-class asset class with funding, settlement, and reporting built into the core.
Helio ships with a secure MCP server. A trader connects Claude, ChatGPT, or any MCP-capable assistant in two clicks over OAuth2. You decide what agents can see and do — read-only or trade-enabled, per client, per segment — and every action is audit-logged and revocable.
One deployment scales to millions of accounts. Growth doesn’t trigger new licences, new servers, or a bigger ops team — the platform scales horizontally in the cloud and updates with zero downtime.
Yes. Helio is API-first: administration, trader, and partner surfaces are documented and everything the UI does, the API does. Your CRM, portal, and internal tools integrate against one contract.
Every trade lands on one data model, live. Helio ships with a ready-to-query warehouse on Redshift and a revenue intelligence dashboard — revenue by source, book, group, and symbol — without building a pipeline.
It ships ready to plug in. Brokers on Helio inherit the integration and can go in front of TradingView’s 100 million traders without a separate build or certification queue.
A parallel run: Helio deploys alongside your current stack in a day, you migrate groups and books at your pace, and land-and-expand from one surface if you prefer. We’ll walk your team through a migration plan on the demo.
Yes. The mobile PWA carries the same charting suite, order entry, and account tools as desktop — nothing stripped out — plus workspace and watchlist sync across devices. No app-store download required; an optional native app is available.
Built to connect to what you already run.
Helio is API-first and vendor-neutral. Keep your liquidity providers, your bridge, your CRM — connect them as configuration, not as an integration project.
/ 01
Liquidity & execution
Primes, prime-of-primes and LPs connect directly. Bridges and aggregators plug in as execution venues alongside them.
/ 02
TradingView
Ships ready to plug in. Brokers on Helio arrive certified rather than joining an integration queue.
/ 03
CRM, PSP & KYC
Everything the admin UI does, the API does. Your CRM, payment providers and onboarding vendors integrate against one documented contract.
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Data & BI
A ready-to-query Redshift warehouse under every deployment, so your own BI stack reads live trade data without a pipeline.