Halo gives financial advisors, wealth managers,
private banks and RIAs access to a structured product marketplace. Our technology tackles a time-consuming, manual process giving you more time with your clients.
TAKE CONTROL OF YOUR INVESTMENTS
Access to a Global Marketplace
Investing in structured products used to be available only through big banks for the ultra-wealthy, now it’s for every investor. You choose the banks competing for your business. Choose the winning bid that meets your needs, on the right terms for your client portfolios.
TECHNOLOGY DRIVES EFFICIENCY
Decrease the buying process, from days to minutes
Previously, structured products were purchased over the phone and through a highly manual process. Halo connects the world’s leading issuers, while adding price competition for best execution. Receive bids instantly from leading global banks, on the terms you choose.
Full lifecycle management for your portfolio
Without expensive software and a team of analysts it’s difficult to track your structured products portfolio. But with Halo, manage your existing structured notes holdings—create custom alerts and stay on top of coupon payments, call dates and maturities.
Get started in 3 simple steps
REGISTER FOR A DEMO
Have a Halo representative give you a tour of the platform. Get tips on how to use the technology.
Find or create your own structured note. Choose your underlying, time horizon and protection options.
START FIRST AUCTION
Get the best terms for your structured note and receive pricing from a group of leading issuers.