
Streamlining private market distribution



Helix Pro empowers wealth enterprises, RIA teams, and family offices to seamlessly integrate alternative investments into client portfolios. By unifying data, enhancing product access, providing collaboration between business units, and automating compliance, Helix Pro not only streamlines due diligence but also enables firms to drive smarter investment decisions at scale.
Increased collaboration with your key business partners

Features
Manager, fund and education material accessibility
Easily access needed information from Helix’s vast datasets and proprietary data uploaded by your firm using Helix’s AI tool trained exclusively for private markets
Fund identification and comparisons simplified
Helix streamlines fund screening, comparisons, and decision making for due diligence teams and advisors through natural language search and queries.
Report generation
Due diligence teams and advisors can build templated or custom fund summary reports and due diligence questionnaires to help compare and contrast potential funds for use in portfolios.
Custom fund lists and document management
Wealth enterprises can manage and distribute their lists of approved products and documents available for use by their advisors and clients.
Key benefits
Equip your sales team with the necessary information in real-time, reducing delays and enhancing decision-making.
Build stronger relationships with advisors and their clients by providing accurate and timely information about private market investments.
Remove frictions from the sales process with automated data extraction and customized communication tools.
Use cases for wealth enterprises
Simplify initial and ongoing product due diligence by leveraging Helix’s AI capabilities and data to parse and analyze fund documents, as well as automate due diligence and fund report generation.
Provide a curated fund list and documents of approved funds for use within your enterprise. Helix allows for notifications and alerts for new funds available or approved product updates for your approved list.
Helix provides information sharing between key business units – research, business, sales, compliance, and advisor support.
ENTERPRISE
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Pricing tailored to your needs
Key features:
- Tailored for RIAs, Due Diligence teams, and Wealth Enterprises supporting financial advisors
- Customizable report generation
- Streamlined workflows for product sourcing and rigorous due diligence
- Curated fund lists to support advisor engagement and product education
- Multi-user collaboration with personalized training and usage insights
- Onboarding support, data integration, and a dedicated Client Success Manager