Alternative investments continue to gain traction with wealth enterprises and advisors. Capital raising in the wealth channel is at its highest level in more than five years. New product launches remain robust as asset managers look to benefit from demand tailwinds. Advisors need better tools for everything from alternative investment fund selection to portfolio modeling — and this is exactly where AI adds value. Yet, the path to adoption is still riddled with friction:
- Advisors struggle with fragmented access to product information and education.
- Important product details (fees, liquidity terms, portfolio characteristics, investment objectives) are buried in prospectus or private offering documents.
- Side-by-side comparisons often require time-consuming manual work.
- Asset allocation modeling for private markets is cumbersome, with limited client-specific guidance.
These challenges create bottlenecks in advisors’ ability to evaluate potential investments, slowing adoption and reducing confidence in recommending alternative investments to investors.
The Solution: Embedded Intelligence
Helix was designed to remove these barriers by meeting advisors where they already work — in their existing platforms and workflows. Two innovations stand out:
The Helix Widget
Embedded directly into an enterprise’s technology ecosystem, the Widget acts as an always-on intelligence layer. It enables advisors to:
- Access curated, approved product lists seamlessly.
- Compare funds side by side with real-time data.
- Review critical information — from historical performance to risk metrics — without combing through dense documents.
- Generate fund suggestions aligned to client needs and firm priorities.
The result: streamlined access, less manual research, and higher adoption of alternatives.
The Asset Allocation Assistant
Integrating alternatives into a client’s portfolio requires more than picking the right fund — it requires confidence in the why. The Helix Asset Allocation Assistant helps advisors:
- Use the client’s characteristics, goals, and current portfolio positioning to model the impact of alternative investments on their overall portfolio. Helix is a unique solution in the marketplace that enables advisors to efficiently build portfolios that integrate both public and private asset classes.
- Measure the diversification and risk-adjusted return benefits to effectively communicate the benefits of including alternative investments to clients.
- Gain insight into the reasoning behind allocation decisions and fund recommendations through customized Helix descriptions and rationale.
With AI-powered intelligence, the Asset Allocation Assistant transforms what was once a labor-intensive process into a data-driven, client-ready conversation starter.
To see what it can do for you, watch the video below.
The Bigger Picture: Scaling Advice, Not Just Access
Together, the Widget and Asset Allocation Assistant address the two most persistent friction points in the alts adoption cycle: access and allocation. By embedding these solutions into advisor workflows, Helix helps wealth enterprises:
- Scale product knowledge without adding headcount.
- Increase advisor productivity and confidence.
- Drive broader, faster adoption of alternatives — ultimately leading to better client outcomes and stronger enterprise growth.
Advisors don’t need more complexity — they need clarity. By embedding intelligence at each point of need, Helix is reframing how alternatives move from product shelves to client portfolios. It’s not just about access. It’s about action.
Did you know?
Over 70% of independent RIAs now use external technology platforms to integrate alternative investments into client portfolios—yet many still lack centralized, standardized data for structured products? This gap points directly to why structured products platforms with rich analytics are needed to make alternatives scalable for wealth advisors.
Did you know?
While 92% of advisors already allocate to alternatives and 91% plan to increase allocations, many still struggle with the inefficiencies of manual due diligence? Despite the rapid growth of alternatives, too much time is spent navigating fragmented data sources, comparing products in spreadsheets, and piecing together insights from prospectuses and manager calls. With the right technology—particularly AI-driven tools for alternative investment due diligence—advisors can streamline evaluation, reduce operational friction, and devote more of their time to the client conversations and strategic planning that actually drive growth.