Your clients want outcomes, not investments—give them the power of expectation.
Defined Outcome Investing Platform
Personalized, Flexible, Fast
Built for speed, customized for you – access to instant, competitive pricing for structured notes and other protective investment products, all at the click of a button.
Our goal is to empower investors globally by solving the investment product selection problem. The future of investing—personalized, flexible, fast.
Halo for Advisors
Investors need choice in their portfolios. Structured products are a powerful portfolio tool that can help an investor target and achieve a level of expected returns.
But, the current market for structured products is:
The high majority of the structured products market is traded by call-around, with little bidding competition, making it slow and fee intensive.
Investors often have little choice in an investments’ payoff structure or protection options. Find the right product, based on your investment portfolio.
Historically, structured products were only available to ultra-wealthy investors with high minimums and heavy fees associated to purchase and liquidate.
Explore The Platform
You’re building a better portfolio for your clients. We’re building a better investment platform.
Ready to learn more?