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

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.

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

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