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PHONE HOTLINE: +41 55 5119595 E-MAIL: servicedesk@haloinvesting.eu
PHONE HOTLINE: +41 55 5119595 E-MAIL: servicedesk@haloinvesting.eu
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HALO’S MODULAR SOLUTION FOR BROKERS, PRIVATE BANKS, AND WEALTH MANAGERS

Our turnkey solution will help you optimize the entire value chain of structured products, from pre-trade to post-trade. Various SaaS modules will help you cut costs and grow your business.
Our modular solution will streamline the following business processes:

  • A white label single or multi-issuer platform for structured products distribution
  • Independent structured products pricing & valuation
  • Best execution pricing
  • Lifecycle management 
  • Customized reporting capabilities
  • Risk analytics 
  • Centralised product documentation warehouse
  • Education & training module
  • Administrative oversight & data access
  • Idea generation & product campaigns

  

The key benefits for your business are:

  • Save proprietary development cost 
  • Shift Capex (change the business, CTB) to Opex (run the business, RTB) with a cloud-based SaaS solution
  • Low upfront investment for implementation
  • Low maintenance cost
  • Fast break even 
  • Minimized project risk
  • Scale your business and generate an additional revenue stream
  • Increase client loyalty and their structured products acceptance
  • A SaaS solution from an independent technology provider without any conflict of interest
  • Fast time to market
Pre-trade - Analytics

Various tools allow you - as well as your clients - to:

  • Test different product structures and improve your investment advisory process
  • Analyze products based on different variables such as likelihood of barrier breach or autocall probability
  • Refine your product search and iterate your product ideas
  • Make an informed investment decision
  • Get the best price for your clients (best execution)
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Post-trade – Lifecycle Management

The HALO platform offers a tool suite to value an existing portfolio of structured products. Custom risk- and product-reports can be generated.

  • Enhance and streamline client service with data on current and historical portfolio holdings, risk analytics and custom alerts 
  • Monitor coupon payments, early redemptions, maturities, and potential barrier breaches 
  • View portfolio holdings 
  • Tools for portfolio and investment managers to manage structured products
  • Create custom reports for internal and external stakeholders
  • Break down portfolios by issuer, note type and more 
  • Tailor custom alerts to individual holdings
  • Use the tool to optimize the sales process by recommending successor products for instruments that are about to expire
Post-trade – Lifecycle Management

LIFECYCLE MONITORING

The HALO platform offers a tool suite to value an existing portfolio of structured products. Custom risk- and product-reports can be generated.  
  • Enhance and streamline client service with data on current and historical portfolio holdings, risk analytics and custom alerts 
  • Monitor coupon payments, early redemptions, maturities, and potential barrier breaches 
  • View portfolio holdings 
  • Tools for portfolio and investment managers to manage structured products
  • Create custom reports for internal and external stakeholders
  • Break down portfolios by issuer, note type and more 
  • Tailor custom alerts to individual holdings
  • Use the tool to optimize the sales process by recommending successor products for instruments that are about to expire
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INDEPENDENT we are a 100%  independent company 
Technology driven developer team in-house
Unparalleled Network 24 Issuers
Global Reach 5 offices worldwide in 4 continents
End-to-End our platform supports Sell-Side and Buy-side
Partnership we're your partners, invested in seeing your business thrive

LET'S GROW YOUR BUSINESS TOGETHER

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