We had a very productive time in Las Vegas at the ADISA 2024 Annual Conference & Trade Show and were thrilled by the enthusiasm and excitement surrounding Helix. It was wonderful to see so many advisors eager to learn how our technology can transform their practices. Here are our three biggest (and somewhat biased) takeaways from the event:
1. There’s a Growing Demand for Efficient Evaluation Tools
The need for better tools to evaluate and compare alternative investment products has never been more important. Advisors are often bogged down and challenged with basic tasks like comparing fund fees, a process that should be seamless and quick.
2. Keeping Up with New Product Offerings
With new products entering the market at a rapid pace, staying informed has become a challenge. While advisors need and are excited about the number of new robust solutions hitting the market, they need help identifying and assessing the most promising and innovative ones in real-time. Events like ADISA’s Annual Conference provided a great opportunity to do just that.
3. AI is Being Embraced, Not Feared
It’s clear that artificial intelligence is no longer seen as a threat but as a valuable tool. Advisors are increasingly adopting AI to streamline their work and enhance client outcomes. Helix is at the forefront of this shift, with numerous visitors interested in how our platform can support their alternative investment strategies.
The ADISA 2024 Conference highlighted the growing desire for technology to support the sourcing and evaluation of alternative investments. Helix is helping advisors meet these challenges by streamlining processes and improving decision-making with AI. We’re excited to keep innovating and shaping the future of this space. If you missed us at the event, reach out for a personalized demo of the platform.