Your clients want outcomes, not investments—give them the power of expectation.

Defined Outcome Investing Platform

The Halo Platform

Technology that gives you access to the investments your clients need, for where they want to go.

The only independent marketplace for structured products. Customize the return, protection, maturity and underlying exposure of your investments, from the top financial issuers.

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.

Halo for Issuing Banks

Scale up your pricing engine and increase trade volume. Halo is the first automated technology platform built for issuing structured products.

But, the current market for structured products is:

Largely Outdated

The high majority of the structured products market is traded by call-around, with little bidding competition, making it slow and fee intensive.

Lacking Transparency

Investors often have little choice in an investments’ payoff structure or protection options. Find the right product, based on your investment portfolio.

Mostly Inaccessible

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.

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Read the Latest Posts

Structured Notes

Test Your Structured Notes Knowledge!

Although lesser known in the U.S., structured notes are growing in popularity. Take the quiz and test your knowledge ...

Press Release

Halo Investing Launches Annuities Platform, Helping Advisors Generate Reliable Retirement Income for Individual Investors

Independent marketplace streamlines the buying and management across the annuity lifecycle; Allianz Life among ...

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Platform Advisors Issuers Buffered ETFs Annuities

With Halo Investing's platform, investors can build and manage a structured product portfolio, using any device with a web browser and internet connection.