What is Helix AI?
Your intelligent AI Advisor inside DNA - transforming client data into clarity, insight, and action.
Helix AI is the personalized artificial intelligence built into Dynamic Needs Analysis.
It helps you turn client information into clear, meaningful insights that support better advice and stronger client conversations.
Helix analyzes the data you enter or upload and builds a complete picture of your client’s needs, risks, goals, and priorities. It evaluates the information, identifies what is most important, and ranks items by criticality so you know exactly where to focus.
“I used Helix to show the gaps, then sent the report in a PDF on our letterhead. They came back the same day. I’ve never had a sale turn around that easily.”
- Tyler M.
Beyond reviewing numbers, Helix helps you think through scenarios, understand potential gaps, and plan actionable next steps. This allows you to spend more time advising clients and less time interpreting data or performing manual calculations.
In short, Helix AI converts client data into practical guidance that supports compliant recommendations, efficient workflows, and more confident conversations.