Halo Investing Logo

What we do

A Global Platform For Defined Outcome Investing

Take Control of Your Investments

Know what to expect, before the market moves.

Investing can be complicated. We want to solve the product selection process by allowing you to customize expected outcomes for your clients. You’re building a future for your clients, we’re building the investing platform.

Halo for Advisors

Halo gives financial advisors, wealth managers, private banks and RIAs access to a structured product marketplace. Our technology tackles a time-consuming, manual process giving you more time with your clients.

Take Control of Your Investments

Access to a Global Marketplace

Investing in structured products used to be available only through big banks for the ultra-wealthy, now it’s for every investor. You choose the banks competing for your business. Choose the winning bid that meets your needs, on the right terms for your client portfolios.

Technology Drives Efficiency

Decrease the buying process, from days to minutes.

Previously, structured products were purchased over the phone and through a highly manual process. Halo connects the world’s leading issuers, while adding price competition for best execution. Receive bids instantly from leading global banks, on the terms you choose.

Post-Trade Tracking

Full lifecycle management for your portfolio.

Without expensive software and a team of analysts it’s difficult to track your structured products portfolio. But with Halo, manage your existing structured notes holdings—create custom alerts and stay on top of coupon payments, call dates and maturities.

Halo for Issuers

Halo works with issuing banks and global financial institutions to deliver structured products to investors. We’re cutting time and costs by automating issuance, built on a scalable platform with industry-leading technology.

Leave Old Wall Street Behind

The best tools for the world’s most innovative banks.

Built for speed and scale, to increase structured product trading volume. Halo’s platform gives issuing trade desks one place for idea generation, pre- and post-trade, booking and legal. Take market share from slower competitors.

Lifecycle Tools

Manage your structured product offerings from end to end.

It can be difficult to manage current and historical structured product issuance. Halo provides one central platform with customized alerts and optimization tools for better client service and helpful buyer intelligence.

Full Document Management

A major cost and time-consuming process is now automated.

Generating legal documents is expensive and often involves internal and external legal counsel. Now, automated document creation and collaboration tools can cut associated costs and time significantly.

Explore The Platform

Your client’s experience defines you. A better way to serve clients.

Ready to learn more?