From Friction to Flow: How Technology Unlocks Advisor Efficiency in Alternatives
Advisors face friction when navigating alternatives—from scattered data to manual portfolio modeling. Helix streamlines access and allocation with embedded intelligence, turning complexity into clarity and boosting advisor confidence.
AI Policy and Adoption Playbook
Transforming AI Hype into Real Growth: A Practical Guide for Wealth Management Firms
The Power of Verticalization: Why Domain Expertise Wins in Financial Services
The future of AI in finance isn’t scale alone, it’s verticalization. Purpose-built, industry-trained AI delivers precision, compliance, and measurable results.
Why Advisor-Led Alts Growth Starts at the Enterprise Level
Alternatives now represent nearly 15% of global AUM and over 40% of industry revenues. Yet many advisors still face barriers to adoption. The real bottlenecks sit upstream at the enterprise level, where centralized research, compliance, and technology support make or break advisor-led growth.
Inside Helix: A Conversation on Solving the Private Markets Puzzle
Private markets promise growth but remain complex. In this conversation, TIFIN’s Rob Pettman and Helix COO Steve Snyder discuss how AI-powered tools can streamline due diligence, enhance advisor enablement, and unlock scalable access to alternatives.
AI Meets Alternatives: Watch this Helix Demo
Helix is a generative AI platform purpose-built for private markets. By combining exclusive data from Hamilton Lane and Blue Vault with your firm’s documents, Helix streamlines due diligence, fund discovery, and investment analysis—boosting productivity and enhancing collaboration across research, compliance, sales, and advisor enablement.
Trust: The Most Overlooked Factor in AI Adoption
AI in wealth management won’t succeed on capability alone—it depends on trust. From clients to advisors to firms, adoption hinges on transparency, security, and alignment. Firms that embed trust into their AI strategies are already outpacing peers in growth and efficiency.
Why Alts, Why Now: Unlocking the Potential of Private Markets
Private markets are moving from niche to essential. With demand for diversification and income on the rise, Helix simplifies access by combining AI, data, and due diligence tools—empowering advisors and firms to unlock the full potential of alternative investments.
Key Takeaways from ADISA 2024
At the ADISA 2024 Annual Conference & Trade Show in Las Vegas, the excitement around Helix was palpable! Advisors expressed a growing demand for efficient evaluation tools to navigate the complex landscape of alternative investments.
Helix by HL Wins New Product Development Award at the 2024 Wealth Management Industry Awards
In a rapidly evolving economic landscape, financial advisors are increasingly seeking innovative solutions to diversify their clients’ portfolios. Helix by HL, an AI-powered platform for private market investments, has emerged as a leader in this space, recently winning the prestigious New Product Development award at the 2024 Wealth Management Industry Awards.