Helm private markets operating platform dashboard
Clients / Wealth Advisory

Deliver private markets your way, on your own rails.

Your clients expect private-market exposure. Delivering it compliantly, at scale, and on your own terms takes infrastructure built for the job. Helm gives RIAs, private banks, and wealth managers the operating platform to source, structure, and distribute alternatives under your firm's full control.

Helm private markets operating platform dashboard
Helm private markets operating platform dashboard

Home office governance that scales across your entire network.

Approve products once and permission them across the network. Every advisor works from a firm-approved shelf, with the oversight compliance expects - from head office down to the household.

Firm-level permissions, approvals, and audit

Aggregated private markets reporting

Configurable investment structuring

Product channel agnostic

Don't just distribute what's on the shelf, create your own structures.

Feeder funds, evergreen vehicles, co-invest SPVs, build the products your clients are asking for, leveraging our industry expertise. Helm gives you the tools to structure, launch, and administer new vehicles across jurisdictions.

User interface panel titled Your strategies listing three investment strategies: Evergreen Private Credit and Meridian Buyout V marked as live, and In-house SPV: Cedar marked as in diligence, with an option to add strategy.

Stand out from every other advisory shop.

Once Helm is your operating layer, differentiation gets practical. The firms that win in alternatives will be the ones that make private markets feel as clean as public ones.

Meet clients where they are.

One system to manage the alternatives book - no more swivel-chair operations between portals.

Personalize the experience.

Curate access and communications by client segment, on your brand.

Scale without friction.

Infrastructure that grows with your book instead of capping it.

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Helm private markets operating platform dashboard
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FAQ

Who uses Helm on the wealth side?

RIAs, private banks, wealth managers, and home offices that deploy client capital into private markets and want the operation to run on their own rails.

Does Helm replace our CRM, custodian, or reporting stack?

No. Helm is tech agnostic and integrates with the systems your firm already runs, including 900+ custodian and platform connections.

Can we white-label the client experience?

Yes. The investor-facing experience carries your brand end to end - your shelf, your communications, your look.

How does Helm handle suitability and compliance?

KYC, accreditation, and suitability checks are built into the workflow, with firm-defined rules, permissions, and a full audit trail.