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
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.
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!
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.