Helix by HL

Step into a world where AI meets private market expertise. Helix simplifies the complexities of private markets, offering intuitive tools and exclusive data to guide your investment strategies with confidence. #PrivateMarkets #WealthManagement #AI #HamiltonLane #FinancialAdvisors #InvestmentStrategy

🚨 The Future of Alternatives in Wealth Management 🚨 Great Insights from Financial Advisor IQ on how the wealth management industry is evolving to meet the growing demands of navigating private markets. At Helix by HL, we see the industry moving into the second phase of "democratizing" private markets: 👉Phase I: Greater access through innovative fund structures, robust Fintech marketplaces, and significant investment in distribution within the wealth channel 👉Phase II: Empowering wealth managers to scale and differentiate their alternatives business by enhancing research, refining product selection, and embracing strategic allocation. As Michael Bell puts it "𝘔𝘢𝘳𝘳𝘺 𝘶𝘱 𝘢𝘤𝘤𝘦𝘴𝘴, 𝘦𝘹𝘱𝘦𝘳𝘵𝘪𝘴𝘦, 𝘢𝘯𝘥 𝘴𝘪𝘮𝘱𝘭𝘪𝘤𝘪𝘵𝘺 ... 𝘛𝘩𝘢𝘵 𝘪𝘴 𝘵𝘩𝘦 𝘬𝘦𝘺 𝘵𝘰 𝘢 𝘴𝘶𝘤𝘤𝘦𝘴𝘴𝘧𝘶𝘭 𝘰𝘧𝘧𝘦𝘳𝘪𝘯𝘨 𝘵𝘰 𝘵𝘩𝘦 𝘸𝘦𝘢𝘭𝘵𝘩 𝘮𝘢𝘯𝘢𝘨𝘦𝘮𝘦𝘯𝘵 𝘤𝘰𝘮𝘮𝘶𝘯𝘪𝘵𝘺." We are excited to play a part in shaping this next chapter, as we continue our mission to simplifying private markets. https://lnkd.in/dh7tpFwk

Our President, Rob Pettman, sat down with Wealth Solutions Report to discuss how AI is transforming wealth management and address the current state of adoption. "The question isn’t whether AI will redefine wealth management—it’s how. By streamlining processes and enhancing personalization, AI is unlocking new opportunities for firms and their clients." As AI adoption grows, firms are embracing its potential to drive smarter solutions, deeper client relationships, and meaningful industry change. https://lnkd.in/gYt7tzdv

At Helix by HL, we love this report because it highlights exactly why alternatives are becoming indispensable in wealth management - and how we can help advisors navigate this transformation. 🚀 What’s Working: ✅ Adoption is Soaring: 92% of advisors already allocate to alternatives, with 91% planning to increase exposure. ✅ Technology is Driving Scale: Tools like portfolio construction software and model portfolios (used or considered by 77% of advisors) are making alternatives more accessible and efficient. Where the Industry Needs to Grow: 🔧 Simplify Operations: Administrative burdens remain a top challenge for nearly 50% of advisors. Streamlined workflows and less paperwork are essential. 🔧 Enhance Due Diligence & Access: Compliance concerns and education gaps persist. Broader standardization and transparency are needed across the alts landscape. How is your practice adapting to these trends? Let’s discuss! #AlternativeInvestments #WealthManagement #Innovation #HelixByHL #PortfolioStrategy #CAIS https://lnkd.in/ebpgeVrG

🎙️ How Technology is Transforming Private Markets: In a recent podcast, Louis Diamond spoke with Stephen R. Brennan at Hamilton Lane, about how private markets are evolving and the role of technology in this transformation. Platforms like iCapital and CAIS are streamlining access for advisors, while Innovators like TIFIN are leveraging AI to bring cutting edge solutions to Wealth Management. Key insights: ➡️ Technology is democratizing private markets, making them accessible to high-net-worth investors with lower minimums and enhanced liquidity. ➡️ Tools are simplifying education, due diligence, and investment processes for advisors, empowering them to better serve clients. ➡️ The shift toward inclusivity is reshaping wealth management, creating new opportunities for advisors and investors alike. Private markets are no longer exclusive—they're becoming essential. https://lnkd.in/en7_bCzA

We are excited to welcome Carmen Elio to our team as our new Chief Revenue Officer!

WealthManagement.com Highlights BlackRock's recent pivot towards private markets, including acquisitions like HPS Investment Partners, LLC Investment Partners and Global Infrastructure Partners (GIP), underscores a growing trend: public markets alone no longer suffice for growth. With public companies halved since 1996 and alternatives like private credit booming, investors are seeking diversification beyond stocks and bonds. At Helix by HL, we see this shift as further validation of the demand for alternative investments and the need for proper tools to effectively navigate this burgeoning segment. https://lnkd.in/ef9Wtj83

This Thanksgiving, we extend our heartfelt gratitude to our clients and partners for your trust and collaboration. Your support motivates us to grow together and create meaningful impact. Wishing you and your loved ones a holiday filled with warmth and joy!

✨ 𝗦𝗵𝗮𝗽𝗶𝗻𝗴 𝘁𝗵𝗲 𝗙𝘂𝘁𝘂𝗿𝗲 𝗼𝗳 𝗔𝗹𝘁𝗲𝗿𝗻𝗮𝘁𝗶𝘃𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁𝘀 ✨ Celent's latest report highlights how technology is revolutionizing alternative investments. Here are 𝟯 𝘁𝗿𝗲𝗻𝗱𝘀 reshaping the space: 1️⃣ 𝗨𝗻𝗶𝗾𝘂𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗲𝘀: Providers are offering innovative solutions like semi-liquid funds and tokenized assets to meet demand for alternatives. 2️⃣ 𝗔𝗜-𝗣𝗼𝘄𝗲𝗿𝗲𝗱 𝗘𝗳𝗳𝗶𝗰𝗶𝗲𝗻𝗰𝘆: Generative AI and automation streamline everything from onboarding to reporting, giving advisors more time for client-focused work.  3️⃣ 𝗨𝗻𝗶𝗳𝗶𝗲𝗱 𝗪𝗲𝗮𝗹𝘁𝗵: Integration of public and private investments for a complete financial picture. We're thrilled to see Helix by HL recognized as a leader in this evolving landscape! Huge thanks to Celent and Chris Bendtsen for including us. full article: https://lnkd.in/e6TqBg9w

🌟 Helix by HL Featured in the AI WealthTech Market Map! Helix by HL has been included in The Wealth Mosaic's November 2024 AI WealthTech Market Map, as part of their Investment Platforms & Tools category. This underscores our commitment to innovation at the intersect of private markets & wealth management. Explore the map: https://lnkd.in/ekcEf98n #WealthTech #AIInnovation #AlternativeInvestments