Add Structured Notes for Clients And Grow Your Business

Take control of your portfolios, define your risk, grow your business

Structured Notes Made Easy

You’re under pressure to turn client portfolios into success stories—and success stories into more clients. That’s why Halo created a platform with more choices and smarter tools to grow your business.

Halo Makes Your Job Easier

Structured Notes used to be inaccessible and difficult to manage. Halo provides unique tools to make Structured Notes easier, so you can focus on achieving your clients’ goals.

Transform Risk Into Defined Outcomes

Halo can help you better serve clients by turning risk into defined outcomes, with flexible return and protection options.

Request a Consultation.

You’re building a future for your clients, we’re building the investing platform.

Schedule a consultation

Grow Your Business by Building Innovative Portfolios

We’re ready to help financial advisors with all levels of structured note expertise. Give your financial planning business a competitive advantage by investing in defined outcomes.

Add a little structure to your portfolios:

A fast way to build personalized offerings
Stand out in the market
Scale your business with technology

Manage Structured Notes the Right Way

From many years of working with financial advisors, we’ve fine-tuned the Halo platform and are committed to simplifying your workflow, and helping your business boom.

Getting setup on Halo is easy:

Find structured notes that meet your client needs
Competitive terms from the leading global issuers
Real-time performance and portfolio analysis

Build a Portfolio with Defined Outcomes

Do you feel your clients deserve a secure financial future? Do you want to define the investing outcomes of your clients? We agree. That’s why we’ve made it easier to explore protective investing.