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HALO’S MODULAR SOLUTION FOR STRUCTURED PRODUCTS ISSUERS

Our turnkey solution will help you optimize the whole value chain of structured products, from issuance to distribution, to lifecycle management. Various SaaS modules will help you cut costs and grow your business.
Our modular solution will streamline the following business processes:

 

  • A white label platform for structured products distribution
  • Lifecycle management 
  • Digital distribution of investment content
  • Sales trader & client tools
  • Indicative pricer & product as well as portfolio analytics
  • Request for quote with order management system (OMS)
  • Trade processing and booking
  • Document generation
  • Customized reporting capabilities
  • Secondary market pricing and trading
  • Market data API 
  • Education & training module
The key benefits for your business are:

 

  • Save proprietary development cost 
  • Shift Capex (change the business) to Opex (run the business) with a cloud-based SaaS solution
  • Low upfront investment for implementation
  • Low maintenance cost
  • Fast break even 
  • Minimized project risk
  • Scale up the distribution of structured products
  • 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
Key Features

For Issuers, Banks and Product Producers

  • Automation and efficiency gains in pre- and post-trade distribution.
  • Data insights that further drive efficiency around issuance and product creation
  • Specific treasury and trader desk
  • Log screens and controls for compliance
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Issuer Dashboard, Auctions and Administration in a Dedicated Desk

Issuer only customizable dashboard that aggregates structured products which are active for auction. This enables users the convenient review, analysis, and management of newly issued structured products.
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Platform and Services Overview

Issuers can share trade ideas with potential investors giving them the ability to access, analyze and trade at the click of a button. 

  • Proactively engage potential investors with curated content and timely trade ideas
  • Issuer toolkit allows issuers to quickly generate and disseminate an extensive range of note structures
  • Streamline and centralize client communication
  • Ability to customize content by client or channel
  • Leverage trade ideas and calendar offerings to generate interest in custom issuance
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Manage Campaign and In-Subscription Offerings

  • Exportable into various formats including PDF and Excel
  • One-click data and analytics
  • Ability to indicate interest in offerings
  • On-platform allocation capabilities 
  • Fully supported automated email notifications
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