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Halo for Issuers

Scale Up Your Issuing Trade Desk

Distributing structured products is a costly and resource-intensive process—our technology can decrease trade time from days to minutes, and significantly lower costs.


Issuer Automation


Our goal is to provide the best tools to the world’s most innovative banks.

Built for speed and customized for you, powered for higher trading volume while taking market share from slower competitors. Halo’s platform is designed to save you time and money—built on a scalable platform with industry-leading technology.


Manage the structured product lifecycle with technology:

Full Portfolio Tracking


One place for tracking note lifecycle and performance.

Halo’s platform can enhance client service through pre- and post-trade tools. Capture data on current and historical portfolio holdings, risk analytics and buyer intelligence. Stay on top of coupon payments, call dates and maturities.


Custom Note Builder


Tailor trade ideas with powerful pricing analytics.

Before, creating a custom note for clients was burdensome and time consuming. Now, power your pricing engine for custom notes, while automating manual and costly tasks. Give your clients the ability to price and generate the terms of a note instantly.


Document Generation


Build, review and store all your documents securely.

Generating legal documents for structured products is expensive and often involves internal and external legal counsel. Now, creating documents using collaborative and automated tools can cut associated time and cost significantly.


Get started in 3 simple steps:

1

Register for a Demo


Have a Halo representative give you a tour of the issuer automation platform.

2

Explore Tools & Solutions


Get access to the right tools and features that fit your business model.

3

Customize Your Platform


Halo can deliver a customized platform quickly and built for your needs.

A Platform Built to Scale

Flexible to your needs. Choose a better technology partner.

Ready to learn more?