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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.

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 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.

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.

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.

Discover how Helix streamlines due diligence for RIAs, reducing research time from 6 hours to 30 minutes, boosting efficiency and client service.

In the dynamic world of asset management, distribution teams face challenges when navigating the complexities of alternative investments like private equity, venture capital, and hedge funds. Traditionally focused on mutual funds and ETFs, these teams require extensive education and support to adapt to the unique nuances of alternative asset classes. Enhancing knowledge on these products, offering detailed comparative analyses, and providing tools to effectively communicate their benefits to financial advisors can drive better advisor adoption, increase sales, and foster significant growth in assets under management.

For those looking to deepen their understanding of alternative investments and improve their sourcing and due diligence processes, the insights shared at ADISA are invaluable. As the industry moves forward, staying informed and adopting innovative solutions will be key to achieving long-term success in private markets.

Helix’s conversational AI tool assists due diligence teams in optimizing their time while improving the quality and breadth of their product offerings by streamlining data aggregation, fund due diligence, and reporting.