How Halo Works for Issuers and Carriers

Decrease trade time. Significantly lower costs. Get your products to more investors.

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“You’re not protecting a portfolio. You’re protecting a future. I think these should be for everyone.”

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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.

Expanded Markets

Reach the world’s most creative advisors hungry for a cutting-edge product

Faster Turnarounds

Don’t spend days making a trade. Spend minutes, and make more trades

Customizable platform

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

For Advisors

Access products that keep your clients safe and you ahead of the competition

See How The Financial World is Changing

[Webinar] Bridging the Risk Gap with Structured Notes – Keebeck x Halo

View our recent webinar featuring Keebeck Wealth Management and their Founder, Bruce Lee, talking with Jason Barsema, Co-Founder and President of Halo Investing. In this session, Bruce and Jason will show how technology can be used to simplify Structured Notes to preserve assets and meet financial objectives for clients.

Test Your Structured Notes Knowledge!

Although lesser known in the U.S., structured notes are growing in popularity. Take the quiz and test your knowledge of this flexible investment that’s now available to more investors than ever!

3 Common Misconceptions of Structured Notes

Even with recent increased demand, many U.S. investors have limited experience using structured notes in client portfolios. With more education, added transparency and the right tools, more financial professionals can get comfortable using this flexible, risk-based investment.

Get Ahead of the Curve. Get on the Halo Platform

If you’re ready to see what simple, intuitive excellence looks like, talk to one of our experts.

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