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.”

Talk to a protected portfolio professional

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

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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