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.
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.
Tap the power of insurance based investments.
Explore ETFs that include a level of protection.
The Latest from Halo
Introduction At long last, interest rates are on the rise. On March 16, the U.S. Federal Reserve announced that it […]
There is a common misconception that structured notes are an asset class. Given the levels of abstraction unique to high […]
Annuities: A Bridge to Retirement Delaying Social Security benefits to age 70 can make sense for many Americans. It is […]