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Riskalyze & Halo Partner to Expand Structured Note Access for Advisors

Risk analysis software and structured note platform launch initiative to provide investors more transparency and detailed data on the asset class.



Halo Investing has always believed that access to protective investment products like structured notes can benefit portfolios during volatile markets.

Once reserved for the ultra-wealthy or institutional investors, structured notes have seen a growing number of financial advisors and independent RIAs using the vehicle to add flexibility and customized solutions to client portfolios of all sizes.

That’s why today we’re thrilled to announce an upcoming expansion of our structured notes data through a partnership with Riskalyze. This will add coverage on tens of thousands of structured notes directly inside Riskalyze.

With Halo & Riskalyze’s partnership, advisors who use the Riskalyze GPA and the Risk Number® now have access to sophisticated data and analytics for structured notes.

Our partnership with Riskalyze furthers our mission of empowering advisors to make smarter decisions for their clients,” adds Biju Kulathakal, CEO of Halo Investing. “This is the first time independent advisors have the sophisticated data and tools to make risk-based allocation decisions for clients when investing in these products.”

Riskalyze is the company that invented the Risk Number®, which powers the world’s first Risk Alignment Platform and was built on top of a Nobel Prize-winning academic framework. Advisors, broker-dealers, RIAs and asset managers use the Riskalyze platform to create alignment between clients and portfolios, leverage sophisticated analytics to increase the quality of their advice, automate trading and client account management, and access world-class models and research in the Riskalyze Partner Store — all with the mission of empowering the world to invest fearlessly.

As the largest independent technology platform for structured notes, Halo offers clients a platform built on transparency, competition, and price efficiency. Built for advisors’ needs, Halo’s technology is democratizing access to these products to provide flexible return and protection options.

Not only will users now be able to search for thousands of new structured note products in the Riskalyze app, many advisors will now also have a seamless single sign-on experience between Riskalyze and Halo, eliminating the need to juggle passwords and browser tabs between the two.

With market volatility rising, coupled with the need for income and retirement savings, we’re proud to be partnering with Riskalyze to continue changing the way the world invests.

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