Providing the Best Tools to The World’s Most Innovative Financial Manufacturers
You have incredible products. You want to get them into the hands of driven financial advisors. You want to expand your market.
We’ve got the tools to make that happen.
Our platform is designed to help innovative banks, issuers, and other financial institutions quickly sell annuities, ETFs, and structured notes. We’ve cut down the time it takes to move product, so you can increase the time you earn a profit.
When your products are in more hands, that’s a win for everyone.
How the Halo Platform Works for You
You create. We’ll help you distribute.
Reach the world’s most creative advisors hungry for a cutting-edge product
Don’t spend days making a trade. Spend minutes, and make more trades
Halo can deliver a customized platform quickly and built for your needs
How Issuer Partners and Advisors Work Together
We bring together everyone on one platform.
For Issuers and Carriers
Connect with more people and spread your product to more markets
Access products that keep your clients safe and you ahead of the competition
See How The Financial World is Changing
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 […]