The alternative investments sector is accelerating within private wealth management. Leading asset managers are launching new products that broaden access to high-quality private markets offerings, featuring more friendly fees and liquidity provisions for investors. Regulatory burdens have lightened, with notable reforms in defined benefit plans poised to boost alternatives’ integration into retirement portfolios. Heightened investor familiarity with private markets is also fueling demand.
These favorable dynamics have propelled retail inflows to new heights, per investment banking firm Robert A. Stanger & Co. Their figures indicate that alternative investment fundraising reached about $148 billion by September 2025, positioning the year for record-breaking sales.
Yet, are financial advisors truly prepared and resourced to incorporate alternative investments into client portfolios? Do their broker-dealers, wealth platforms and custodians provide adequate support for navigating this landscape? Tasks such as product discovery, due diligence, portfolio integration, and continuous oversight are intricate and resource-intensive, demanding careful attention.
The Solution: Embedded AI-Powered Intelligence
Helix was designed to help wealth enterprises overcome many of these roadblocks facing advisors to increase adoption of alternative investments in advisor practices. Acting as an AI co-pilot, Helix integrates data, research, and automation to enhance fund awareness, education, and portfolio allocation.Â
Fund Awareness
Many advisors simply don’t know how to get started. Wealth management firms have traditionally depended on manually compiled product lists in spreadsheets. Advisors must scour intranet portals, SharePoint sites, or PDFs to find available options. For more complex platforms, wealth firms may need to manage multiple product lists tailored to different advisor groups or affiliates. This process is time consuming and inefficient for the investment product management team, not to mention the advisor support and sales staff.
Helix delivers a streamlined, efficient solution for maintaining curated, approved product lists seamlessly across advisors and affiliates. When a new product joins the approved roster, advisors receive customized notifications directly in Helix. Any updates, such as product closures or redemption periods, trigger immediate alerts.
The outcome: simplified product management, reduced manual effort, and heightened advisor awareness of platform offerings.
Fund Education & Selection
Even with an approved product list in hand, advisors must still sift through options to identify those that align with their practice and client objectives. Helix serves as a centralized hub, empowering advisors to make swift, data-informed decisions.
- Product Details. Helix consolidates all essential fund information, accessible through intuitive natural language queries. Advisors can instantly retrieve summaries, expense ratios, investment objectives, portfolio breakdowns, and historical performance analyses. No more sifting through marketing collateral or external websites. Data flows from trusted third-party providers and enterprise-controlled documents uploaded directly into Helix.
- Product Comparisons. With simple natural language prompts, advisors can compare up to five funds side-by-side, evaluating investment teams, fees, track records, and portfolio attributes to identify the optimal fit.
- Product Reports. Advisors can generate tailored reports for client discussions, portfolio construction, or due diligence. All reports can be customized to their exact needs.
Helix transforms fund selection from a complex, fragmented process into a streamlined, repeatable, AI-powered workflow grounded in reliable data.
Asset Allocation Support
Integrating alternative investments into client portfolios requires more than choosing the right fund — it requires confidence in the how and why. The Helix Asset Allocation Assistant helps advisors:
- Model the impact of alternative investments on portfolios.
- Measure diversification and risk-adjusted return benefits.
- Communicate the advantages of alternatives with data-backed visuals.
With AI-powered intelligence, the Asset Allocation Assistant transforms what was once a labor-intensive process into a data-driven, client-ready conversation starter, empowering advisors to deliver smarter, faster, and more transparent investment advice.
Be the Catalyst to Improve Advisor Acumen and Confidence
Use Helix to address key advisor friction points: product awareness, education, selection and asset allocation. By embedding Helix into your advisors’ workflows, Helix helps firms:
- 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, confidence, and a single source of truth. By embedding intelligence at the point of need, Helix transforms how alternative investments move from product shelves to client portfolios. The next wave of growth in alternatives won’t come from access alone, it will come from intelligence that empowers action.