A smarter investment platform to outpace the competition
Single advisor or global financial institution, Halo’s technology can help shape a better investment experience.
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Our relationships span the wealth management industry
RIA aggregators & large RIAs
Capital markets divisions
Wealthtech
Private banks
Issuers and automation
Benefit from an unbiased, independent platform
01
Implement guardrails to choose the best product lineup for your advisors
02
Robust oversight considerations include record keeping, documentation, and analytics
03
Help improve advisor retention and recruiting with technologies and investment capabilities that are in high demand
04
Provide a more robust advisor workstation
Benefit from an unbiased, independent platform
01
Implement guardrails to choose the best product lineup for your advisors
02
Robust oversight considerations include record keeping, documentation, and analytics
03
Help improve advisor retention and recruiting with technologies and investment capabilities that are in high demand
04
Provide a more robust advisor workstation
The Halo difference
Independent
Halo helps eliminate conflicts of interest by remaining one of the last true independent investment platforms.
Award-Winning
Halo was recently named a Fast Company World’s Most Innovative Companies for the second time.
By advisors, for advisors
Because Halo was designed by former advisors, our platform integrates with most leading technologies.
We’re more than tech
We take a consultative approach to working with our clients, and are curious to learn about their businesses’ challenges and goals.
Build a defined
outcome portfolio
Discover how you can advance your investing with our products
Structured Notes
SMAs
Professionally managed protective investing strategies
Annuities and Insurance
Tap the power of insurance based investments
Advanced Wealth Solutions
Investment offerings to level the playing field
US72/1.0/2306