T

Helix

Application

by TIFIN

Helix helps wealth advisors discover and evaluate private-market funds.

Find alternatives to Helix

What it does

• Financial analysis

Features 4

• Asset Allocation AssistantGuides advisors through fund selection and portfolio construction, delivering risk-aligned allocations in seconds.
• Helix RIAA single-seat license for an individual advisor.
• Helix ProAn enterprise platform edition of Helix.
• Fund discovery and evaluationSimplifies fund discovery, fund evaluation and product implementation for wealth advisors and enterprises.

Sources

Pricing

Official documentation · 14 Oct 2026

"Learn more about a monthly plan"

Description

Official documentation · 14 Oct 2026

"simplifying fund discovery, fund evaluation"

What it does

Official documentation · 14 Oct 2026

"fund screening, comparisons, and deep analysis"

Sold within

Official documentation · 14 Oct 2026

"a single-seat license for an individual advisor"

Name

Official documentation · 14 Oct 2026

"Helix empowers wealth advisors and wealth enterprises"

URL

Official documentation · 14 Oct 2026

"Helix empowers wealth advisors and wealth enterprises"

Deployment

Official documentation · 14 Oct 2026

"browse the site from a mobile device"

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