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

? ?????????????? ?????? ???????????? ???? ?????????????????????? ?????????????????????? ? Celent's latest report highlights how technology is revolutionizing alternative investments. Here are ?? ???????????? reshaping the space: 1?? ???????????? ???????????????????? ????????????????????: Providers are offering innovative solutions like semi-liquid funds and tokenized assets to meet demand for alternatives. 2?? ????-?????????????? ????????????????????: Generative AI and automation streamline everything from onboarding to reporting, giving advisors more time for client-focused work. ?3?? ?????????????? ????????????: 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

?? Schroders' latest report, Allocating to Private Markets - An Essential Guide, reveals a striking gap: private investors, who control roughly half of global wealth, account for just 16% of private market allocations. Private markets promise diversification, enhanced returns, and inflation resilience—but advisors and wealth managers often struggle with: ??Limited Data Access: Sorting through thousands of fund documents to find relevant opportunities. ??Time-Consuming Diligence: Comparing offerings and compiling insights manually. ??Complexity: Navigating fund structures and client needs without streamlined support. This is where?Helix by HL?steps in. As the world’s first AI Co-Pilot for Private Markets, Helix bridges these gaps with: ??Comprehensive Data Access: Explore and analyze over 60,000 private funds powered by Hamilton Lane proprietary research. ??Streamlined Decision-Making: Quickly compare funds, generate customized investment memos, and address complex client questions with ease. ??Enhanced Efficiency: Automate due diligence workflows, freeing up time to focus on strategic portfolio construction. ?? By empowering the wealth landscape with better data and smarter tools, Helix unlocks private markets—unlocking its full potential for wealth clients. #PrivateMarkets #alternatives

Join us for Helix Office Hours! Every Wednesday at 2PM ET. A weekly, no-commitment session where you can explore Helix’s AI-powered platform through live demos and real-time Q&A. See first hand how Helix simplifies private market investing. Save your seat today https://hubs.la/Q02TjJ2k0

If you missed the #ADISA2024 Annual Conference & Trade Show, Steve Snyder and Ali Rezvan have compiled some key takeaways from the event. From emerging trends in alternative investments to the growing role of AI in simplifying private markets, this year's conference highlighted opportunities available to wealth managers and advisors who are looking to differentiate their practices. https://hubs.la/Q02T9Wy40

Will you be attending the ADISA 2024 Annual Conference & Trade Show this week in Las Vegas? Meet our team and discover how Helix leverages AI to simplify alternative investments and enhance due diligence. Stop by booth #9 and meet Steve Snyder and Ali Rezvan to see our platform in action! #ADISA2024 #PrivateMarkets #AI #WealthManagement #AlternativeInvestments. Wont be there, but want to learn more? Schedule a demo here: https://hubs.la/Q02SlLs_0

Exciting times for Helix by HL! We've been awarded the New Product Development Award at the 2024 Wealth Management Industry Awards. We’re excited to continue empowering advisors with our AI-driven platform that makes private market investing simpler, faster, and more efficient. #HelixbyHL #AIpowered #PrivateMarkets #WealthManagement #AwardWinner

Private Markets are on the rise! As we head into 2024, investors are looking for more than just the public markets. With higher return potential and unique diversification, private equity, credit, and real estate are becoming game-changers. But how can advisors stay ahead? Leverage AI tools like Helix to simplify fund discovery and due diligence, and offer clients smarter, faster insights. #PrivateMarkets #AlternativeInvestments #WealthManagement #AIforAdvisors #FinancialAdvisors https://hubs.la/Q02QCTzl0

Are you looking to simplify private market investments? We know the struggle—juggling multiple data sources, manually combing through endless documents, and still feeling like something's missing. That’s why Helix by HL is such a game-changer. It brings all the data and AI-driven insights you need into one unified platform. #PrivateMarkets #SimplifyInvesting #AIinFinance https://hubs.la/Q02PVBlb0