Automate fund data and PRIIPs production with AI

Helix transforms messy spreadsheets and PDFs into clean datasets and generates PRIIPs KIDs, EMTs, EPTs and Openfunds files in minutes.

Built for asset managers, administrators and platforms. No onboarding fees. No minimums.

Why Helix AI?

AI Native Integration

Helix is designed from the ground up with hybrid AI and deterministic rules, delivering fast, reliable extraction, mapping and validation with full auditability.

Enterprise Tools for All

Industry schemas such as Openfunds, EMT, EPT and PRIIPs are built in. No long contracts or complex implementations. Pricing scales with usage.

Start Up Flexibility

Simple configuration, rapid onboarding and UK based support make Helix ideal for lean operations teams and boutique managers that need enterprise capability without enterprise overhead.

Our First Solution: DataHub

Helix DataHub is a production grade ingestion and normalisation layer for fund data. It processes multi format files, aligns them to industry standards, validates completeness and quality, and produces clean, compliant outputs ready for distribution or downstream systems.

Multi Format Ingestion

Upload CSV, XLSX, PDF or administrator feeds. Helix extracts tables, text and identifiers with intelligent content analysis.

Standards First Normalisation

Openfunds v2.1, EMT 4.2 and EPT 2.1 datasets generated with consistent field mapping and regulatory alignment.

Proprietary Mapping Engine

A rules first engine enhanced with AI for messy headers, unstructured fields and ambiguous labels.

Data Quality and Audit

Field level confidence scores, completeness checks and a full audit trail for governance and compliance review.

One Click Exports

Export Openfunds, EMT, EPT, CSV or Excel. Outputs are ready for platforms, distributors and internal systems.

Reliable Performance

Trained on thousands of files with predictable outputs across every share class and template.

Introducing the Helix PRIIPs Engine

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

Where Helix Is Going

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.

  • Maintain a single source of truth across funds and share classes
  • Automate regulator facing and distributor facing data pipelines
  • Power factsheets, KIIDs, KIDs and microsites from the same data core
  • Integrate holdings, performance and risk metrics into automated content
  • Personalise investor communications at scale
  • Reduce dependency on spreadsheets and manual stitching
  • Expand cross border distribution without growing headcount

Helix is becoming the operating layer between raw fund data and everywhere it needs to go.

See Helix on your own fund data

Upload a sample factsheet or EMT and we will show you how fast it becomes a clean data model and a draft PRIIPs KID.

Book a call below

Quick Message

Prefer to send a message instead? We'll get back to you within 24 hours.