Inside Helix: A Conversation on Solving the Private Markets Puzzle
In this exclusive conversation, Rob Pettman, President of TIFIN, and Steve Snyder, COO of Helix, dive into the rising momentum behind private market adoption and the persistent roadblocks wealth management firms face—especially around due diligence, data accessibility, and advisor enablement. Discussion highlights: Why alternative investments are critical for enhancing portfolio diversification and wealth outcomes The […]
AI Meets Alternatives: Watch this Helix Demo
Helix is a generative AI platform purpose-built for private markets, integrating exclusive data from Hamilton Lane and Blue Vault with your firm’s documents to power smarter due diligence, fund discovery, and investment analysis. Whether you’re a solo RIA or a large wealth enterprise, this demo walks you through how Helix boosts productivity, enhances collaboration, and […]
Trust: The Most Overlooked Factor in AI Adoption
In an era of rapid digital transformation, it’s easy to get caught up in the “how” of artificial intelligence—how it’s built, how it’s deployed, how it scales. But the more important question is one we don’t ask enough: Do we trust it? Trust, long the bedrock of wealth management, is no longer confined to relationships […]
Why Alts, Why Now: Unlocking the Potential of Private Markets
The landscape of alternative investments is rapidly evolving. Once considered a niche, private markets have become a cornerstone for diversification and enhanced returns. Retail wealth invested in alts is projected to grow 12% annually over the next decade, driven by investor demand for differentiated strategies and income-generating assets. According to a CAIS-Mercer study from December […]
AI Policy and Adoption Playbook
Transforming AI Hype into Real Growth: A Practical Guide for Wealth Management Firms
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.
Private Markets in 2024: What’s Driving Investor Interest and How Advisors Can Capitalize
Private markets are on the rise in 2024, offering the potential for higher returns and diversification opportunities. As investors seek exclusive investments in sectors like private equity and real estate, financial advisors must adapt to meet this demand. However, incorporating private markets comes with challenges such as time-consuming due diligence and educating clients about risks. To stay competitive, advisors can leverage AI-driven platforms like Helix to streamline processes and offer real-time market insights.
One Platform, Endless Possibilities: Simplifying Private Market Investments with Helix’s AI and Data Integration
Discover how Helix by HL is revolutionizing private market investing with a unified platform that combines advanced AI technology and extensive proprietary data. Say goodbye to labor-intensive research and fragmented information sources. With Helix, access comprehensive data integration, AI-driven insights, customizable reports, and cost-efficient scalability—all in one user-friendly interface.
Differentiating Your Practice with Alternative Investments: Leveraging Helix to Attract and Retain Clients
Helix empowers advisors to attract and retain high-net-worth clients with customized solutions and superior service, simplifying alternative investments on their journey towards success.