Today’s investors recognize the need for unique financial planning and customized solutions to help them reach their goals. Prospecting new clients is a challenge when you simply offer the same strategies and services as everyone else. What can separate you from the pack, though, is a value proposition that includes a focus on downside protection from market volatility and enhanced yields. Halo Investing’s award-winning structured note platform — designed with the advisor front and center — allows users to research and transact notes quickly and at a low cost.
Halo’s award winning platform is fast, flexible, and uniquely intuitive.
Halo’s platform features an auto-pricing tool along with self-service capabilities so that you can design and price structured notes using a variety of options. It is all about crafting unparalleled tailored investments to suit the needs of your clients — something so many of your competitors are not able to do with their cookie-cutter investment lineup and suite of services. At Halo, we believe in emphasizing risk management as an integral part of our protective investment offerings to advisors.
Want to stand out from the pack of advisors?
You can now tell prospective clients about tailored investment strategies that offer downside protection and an enhanced yield designed to help them reach their goals without taking excess stock market risk. Our custom note pricer gives advisors access to create and price structured notes to build outcome-based investment solutions with just a few clicks. You can also adjust inputs to your desired risk-and-return preferences. In just a few minutes, you can price a note built for either a risk-sensitive retired couple or an aggressive, yield-hungry younger client. The note builder tool can also provide indicative term sheets and custom note proposals to gauge interest with clients before ever sending a note to auction. Our technology allows advisors to build a custom note or purchase an off-the-shelf calendar note for as little as $1,000.
Gain access to our World-Class team of client Service Associates and Account Managers
Halo’s team can guide you through the life of a trade along with our entire suite of smarter tools. From pre-trade analysis and custom note proposals, to performance reports generated throughout the life of the note, and documentation on historical notes, Halo covers the entire note-buying process from end to end. With just a little help from our subject-matter experts, you’ll be able to quickly navigate through the platform and have a differentiated offering to show your prospective clients. You can talk to us or self-serve trade ideas at any time on the platform.
As the investment industry evolves into more specialized products and custom planning, Halo’s structured notes are designed to be tailored to each investor’s unique risk-and-return objectives, helping them meet their investment goals.
Please see our Halo Disclosure Page for important disclosures.
