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 evolving needs of wealth enterprises and financial advisors in sourcing and comparing alts
- How Helix bridges operational gaps with a generative AI-powered platform that streamlines due diligence, enhances collaboration, and drives smarter product distribution
- Real-world time savings: from 6+ hours to minutes for product evaluations
- How Helix is enabling firms to move faster, with less friction, and greater precision
Whether you’re a home office exec overwhelmed by fund reviews or an advisor navigating complex product shelves, this is a must-watch insight into a smarter, more scalable way forward in alts.
Roadblocks to investing in private markets
The advisor experience
What is Helix solving for
The end-to-end platform for private markets
Helix for data-driven decisions
To learn more about how Helix can help your business, schedule a demo today.