At Halo, our goal is to provide defined investing outcomes. We are a technology platform that connects investors with global issuers of structured investment products.
The FinTech Breakthrough Awards recognize the top companies and products in the financial services and technology industry today.
Halo is the proud recipient in the Investments category as the top:
INSTITUTIONAL INVESTMENT SOLUTION
The Power of Halo
As the first independent, multi-issuer platform, we aim to give every investor the power of protective investment options in their portfolio. Our breakthrough is that these investment products were mainly only available to ultra-high net worth or institutions.
Structured products provide investors flexible return and protection options. But, the current structured product market is largely outdated, lacks efficiency and generally inaccessible to most investors with smaller portfolios.
Halo's platform is addressing these challenges in three major ways:
1. Automation - Halo is lowering costs and adding scale to executing a structured product purchase, while decreasing the buying process from days to minutes.
2. Personalization - Our platform allows investors to fully customize the investment payout, maturity and underlying exposure of their structured product while finding best price and execution.
3. Democratization - A large percentage of Halo users are new to structured products, and our platform lowers minimums for these investments giving most every investor access to the products.
Further, our technology platform connects product issuers and investors with powerful pricing analytics and portfolio lifecycle tools that provide speed and flexibility to leading structured product issuers.
We appreciate being recognized for Halo’s achievements over the past year! Thank you to our employees, clients and partners for making Halo’s technology what it is today.